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 |
---|---|---|---|---|---|---|---|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.01K- 30.01% |
$31.9K - $34K
|
2.36K
$114K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-964- 25.88% |
$30.4K - $32.5K
|
2.76K
$134K
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-945- 69.13% |
$29.8K - $31.9K
|
422
$20.5K
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-915- 11.77% |
$28.9K - $30.8K
|
6.86K
$333K
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-825- 11.83% |
$26K - $27.8K
|
6.15K
$299K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-499- 1.13% |
$15.7K - $16.8K
|
43.8K
$2.13M
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-470- 42.38% |
$14.8K - $15.8K
|
639
$31K
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-367- 73.4% |
$11.6K - $12.4K
|
133
$6.46K
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-344- 5.27% |
$10.9K - $11.6K
|
6.19K
$301K
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-305- 64.21% |
$9.62K - $10.3K
|
170
$8.26K
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-198- 2.98% |
$6.25K - $6.67K
|
6.45K
$313K
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-190Closed |
$5.99K - $6.4K
|
0
$0
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-179- 2.06% |
$5.65K - $6.03K
|
8.53K
$414K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-148- 1.24% |
$4.67K - $4.99K
|
11.8K
$573K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-76- 1.11% |
$2.4K - $2.56K
|
6.76K
$329K
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-54- 0.38% |
$1.7K - $1.82K
|
14.1K
$683K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-38- 2.6% |
$1.2K - $1.28K
|
1.43K
$69.3K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Deer Park Road Corp
Steamboat Springs, CO |
SELL
|
PUT |
-3.5M- 30.43% |
$108M - $130M
|
8M
$389M
|
|
May 12, 2023
Q1 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-3.5M- 22.58% |
$108M - $130M
|
12M
$583M
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.68M- 95.32% |
$52.1M - $62.2M
|
82.6K
$4.01M
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
PUT |
-908K- 98.67% |
$28.1M - $33.6M
|
12.2K
$593K
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-824K- 51.67% |
$25.5M - $30.5M
|
771K
$37.4M
|
|
May 08, 2023
Q1 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-688K- 39.0% |
$21.3M - $25.4M
|
1.08M
$52.3M
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-648K- 27.48% |
$20.1M - $24M
|
1.71M
$83.1M
|
|
May 12, 2023
Q1 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-242K- 6.85% |
$7.48M - $8.94M
|
3.28M
$159M
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
CALL |
-192KClosed |
$5.96M - $7.12M
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-83.3K- 35.95% |
$2.58M - $3.08M
|
148K
$7.22M
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-42.4KClosed |
$1.31M - $1.57M
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-33.9K- 38.58% |
$1.05M - $1.26M
|
54K
$2.63M
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-20.2K- 80.16% |
$626K - $747K
|
5K
$243K
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-15.6K- 35.78% |
$482K - $576K
|
27.9K
$1.36M
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-5.7K- 47.31% |
$177K - $211K
|
6.35K
$308K
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-5.34K- 19.45% |
$166K - $198K
|
22.1K
$1.08M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-4.05K- 8.35% |
$125K - $150K
|
44.5K
$2.16M
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-3.18K- 2.39% |
$98.5K - $118K
|
130K
$6.29M
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3.03K- 28.31% |
$93.9K - $112K
|
7.67K
$373K
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.4K- 19.16% |
$74.3K - $88.7K
|
10.1K
$492K
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.58K- 14.45% |
$48.9K - $58.4K
|
9.34K
$454K
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-1.42K- 49.02% |
$44.1K - $52.7K
|
1.48K
$71.9K
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-1.32KClosed |
$41K - $48.9K
|
0
$0
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.14K- 7.02% |
$35.2K - $42K
|
15K
$731K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-1.04K- 2.56% |
$32.2K - $38.5K
|
39.5K
$1.92M
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-1.03K- 0.3% |
$31.8K - $38K
|
338K
$16.4M
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-738- 8.63% |
$22.9K - $27.3K
|
7.82K
$380K
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-562- 8.03% |
$17.4K - $20.8K
|
6.43K
$313K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-551- 6.29% |
$17.1K - $20.4K
|
8.2K
$399K
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-519- 30.49% |
$16.1K - $19.2K
|
1.18K
$57.5K
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-421- 5.3% |
$13K - $15.6K
|
7.52K
$365K
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-399- 0.77% |
$12.4K - $14.8K
|
51.3K
$2.49M
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-250- 44.25% |
$7.75K - $9.25K
|
315
$15.3K
|