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 |
---|---|---|---|---|---|---|---|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-356- 3.37% |
$14.5K - $16.3K
|
10.2K
$535K
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-300- 4.8% |
$12.3K - $13.7K
|
5.96K
$313K
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-300- 3.61% |
$12.3K - $13.7K
|
8K
$420K
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-260- 13.87% |
$10.6K - $11.9K
|
1.61K
$84.7K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-250- 2.95% |
$10.2K - $11.4K
|
8.23K
$432K
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-250- 3.29% |
$10.2K - $11.4K
|
7.36K
$386K
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-136- 2.72% |
$5.55K - $6.22K
|
4.87K
$256K
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-100- 1.36% |
$4.08K - $4.57K
|
7.23K
$380K
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 20.2% |
$4.08K - $4.57K
|
395
$20.7K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-96- 18.36% |
$3.92K - $4.39K
|
427
$22.4K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-50- 7.14% |
$2.04K - $2.29K
|
650
$34.1K
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-38- 0.58% |
$1.55K - $1.74K
|
6.54K
$343K
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-37- 0.19% |
$1.51K - $1.69K
|
20K
$1.05M
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-34- 0.57% |
$1.39K - $1.56K
|
5.89K
$309K
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 20.0% |
$1.23K - $1.37K
|
120
$6.3K
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-13- 0.16% |
$531 - $595
|
8.34K
$438K
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-9- 16.98% |
$368 - $412
|
44
$2.31K
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6- 0.07% |
$245 - $274
|
8.97K
$471K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-6.45M- 86.59% |
$255M - $274M
|
999K
$52.4M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.11M- 42.47% |
$83.7M - $89.8M
|
2.86M
$150M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-296K- 11.75% |
$11.7M - $12.6M
|
2.22M
$116M
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-260K- 96.33% |
$10.3M - $11.1M
|
9.91K
$520K
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-198K- 94.16% |
$7.83M - $8.4M
|
12.3K
$644K
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-158K- 65.64% |
$6.26M - $6.72M
|
82.8K
$4.35M
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-80.9K- 50.38% |
$3.2M - $3.44M
|
79.7K
$4.18M
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-21.9KClosed |
$865K - $929K
|
0
$0
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-17.3K- 38.47% |
$687K - $737K
|
27.8K
$1.46M
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-12.7K- 65.91% |
$504K - $541K
|
6.58K
$345K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.4K- 64.55% |
$449K - $482K
|
6.23K
$327K
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-7.1K- 30.92% |
$281K - $302K
|
15.9K
$832K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-6.83K- 19.95% |
$270K - $290K
|
27.4K
$1.44M
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-3.63K- 15.35% |
$144K - $154K
|
20K
$1.05M
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.61K- 3.53% |
$103K - $111K
|
71.3K
$3.74M
|
|
May 07, 2025
Q2 2024
|
Symmetry Investments LP
|
SELL
|
- |
-2.2K- 4.16% |
$87.1K - $93.5K
|
50.7K
$2.66M
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.19K- 19.69% |
$86.7K - $93.1K
|
8.94K
$469K
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1K- 11.46% |
$39.7K - $42.7K
|
7.76K
$407K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-790- 89.06% |
$31.3K - $33.6K
|
97
$5.09K
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-780- 13.67% |
$30.9K - $33.1K
|
4.92K
$258K
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-500- 25.19% |
$19.8K - $21.2K
|
1.49K
$77.9K
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-500- 4.89% |
$19.8K - $21.2K
|
9.72K
$510K
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-447- 27.04% |
$17.7K - $19K
|
1.21K
$63.3K
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-376- 4.18% |
$14.9K - $16K
|
8.62K
$452K
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-318- 5.98% |
$12.6K - $13.5K
|
5K
$262K
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-300- 0.87% |
$11.9K - $12.7K
|
34.2K
$1.79M
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-294- 2.32% |
$11.6K - $12.5K
|
12.4K
$650K
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-250- 14.76% |
$9.9K - $10.6K
|
1.44K
$75.8K
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-182- 2.76% |
$7.21K - $7.73K
|
6.42K
$337K
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-136- 40.72% |
$5.38K - $5.78K
|
198
$10.4K
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-125- 23.81% |
$4.95K - $5.31K
|
400
$21K
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-120- 8.23% |
$4.75K - $5.1K
|
1.34K
$70.2K
|