Latest Institutional Sells of Financial Sector Spdr (XLF)
This list provides information on the latest institutional transactions involving Financial Sector Spdr (XLF) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
SELL
|
- |
-28K- 74.09% |
$881K - $1.06M
|
9.8K
$476K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-26.7K- 49.76% |
$839K - $1.01M
|
27K
$1.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-21.5K- 17.9% |
$675K - $810K
|
98.5K
$4.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-16.1K- 72.83% |
$506K - $606K
|
6K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
PUT |
-15.4K- 7.61% |
$484K - $581K
|
187K
$9.08M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-13.5K- 42.33% |
$425K - $510K
|
18.4K
$895K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-12.1K- 13.11% |
$382K - $458K
|
80.5K
$3.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-10.8K- 41.49% |
$339K - $407K
|
15.2K
$739K
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-5.13K- 2.72% |
$161K - $193K
|
183K
$8.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-4.85K- 19.39% |
$153K - $183K
|
20.2K
$980K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
PUT |
-4.6K- 30.26% |
$145K - $174K
|
10.6K
$515K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.88K- 13.35% |
$122K - $146K
|
25.2K
$1.22M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-3.73KClosed |
$117K - $141K
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.16K- 40.76% |
$99.3K - $119K
|
4.59K
$223K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-3.12K- 6.17% |
$98.2K - $118K
|
47.4K
$2.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.7K- 7.85% |
$85K - $102K
|
31.7K
$1.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-2.63K- 25.38% |
$82.8K - $99.3K
|
7.74K
$376K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-2.61K- 6.1% |
$82.2K - $98.6K
|
40.2K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 7.91% |
$38.7K - $46.5K
|
14.3K
$697K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.07K- 13.42% |
$33.8K - $40.5K
|
6.93K
$337K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1K- 81.9% |
$31.5K - $37.7K
|
221
$10.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1K- 28.57% |
$31.5K - $37.7K
|
2.5K
$121K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-794- 2.74% |
$25K - $29.9K
|
28.2K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-589- 2.39% |
$18.5K - $22.2K
|
24.1K
$1.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-582- 88.58% |
$18.3K - $22K
|
75
$3.64K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-417- 5.05% |
$13.1K - $15.7K
|
7.85K
$381K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-287- 14.0% |
$9.03K - $10.8K
|
1.76K
$85.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-206- 1.21% |
$6.48K - $7.77K
|
16.8K
$814K
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-183- 1.75% |
$5.76K - $6.9K
|
10.3K
$499K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-100- 0.86% |
$3.15K - $3.77K
|
11.5K
$561K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-73- 15.77% |
$2.3K - $2.75K
|
390
$19K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-69- 0.67% |
$2.17K - $2.6K
|
10.2K
$496K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-67- 57.26% |
$2.11K - $2.53K
|
50
$2.43K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-50- 50.0% |
$1.57K - $1.89K
|
50
$2.43K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-39- 0.18% |
$1.23K - $1.47K
|
21.3K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-23- 60.53% |
$723 - $868
|
15
$729
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-22- 0.11% |
$692 - $830
|
20.1K
$976K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11Closed |
$346 - $415
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
CALL |
-2.88M- 62.84% |
$95.4M - $102M
|
1.7M
$82.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.65MClosed |
$54.8M - $58.8M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-185K- 100.0% |
$6.15M - $6.6M
|
1
$48.6
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-121K- 6.78% |
$4.02M - $4.32M
|
1.67M
$81.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-31.1K- 19.89% |
$1.03M - $1.11M
|
125K
$6.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-21.3K- 70.85% |
$706K - $758K
|
8.76K
$426K
|
|
|
Nov 14, 2023
Q3 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-20K- 66.67% |
$663K - $712K
|
10K
$486K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-10.4KClosed |
$344K - $369K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-9.42K- 9.5% |
$313K - $335K
|
89.8K
$4.36M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-8.39K- 25.81% |
$278K - $299K
|
24.1K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Sig North Trading, Ulc
Bala Cynwyd, PA |
SELL
|
- |
-4.99K- 24.02% |
$166K - $178K
|
15.8K
$767K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-4.29K- 39.21% |
$142K - $153K
|
6.65K
$323K
|
|