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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-230- 52.75% |
$7.13K - $8.51K
|
206
$10K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-217- 9.79% |
$6.72K - $8.03K
|
2K
$97.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-165- 35.48% |
$5.11K - $6.11K
|
300
$14.6K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-74- 1.39% |
$2.29K - $2.74K
|
5.24K
$255K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-30- 0.46% |
$929 - $1.11K
|
6.51K
$316K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-233K- 87.03% |
$7.05M - $8.45M
|
34.7K
$1.69M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-99.3KClosed |
$3.01M - $3.6M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-69.9K- 88.49% |
$2.12M - $2.54M
|
9.09K
$442K
|
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-40KClosed |
$1.21M - $1.45M
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-17.9K- 10.34% |
$542K - $650K
|
155K
$7.54M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-12.6K- 23.15% |
$381K - $457K
|
41.8K
$2.03M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-12.5K- 41.94% |
$380K - $455K
|
17.4K
$844K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-8.42K- 6.33% |
$255K - $306K
|
125K
$6.06M
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-5.79K- 46.26% |
$175K - $210K
|
6.72K
$327K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5.68K- 36.77% |
$172K - $206K
|
9.76K
$474K
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-5.22K- 4.76% |
$158K - $189K
|
104K
$5.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-4.38K- 42.81% |
$133K - $159K
|
5.86K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.35K- 12.61% |
$132K - $158K
|
30.1K
$1.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-3.11K- 4.49% |
$94.1K - $113K
|
66K
$3.21M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.96K- 22.38% |
$89.5K - $107K
|
10.2K
$498K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.52K- 2.79% |
$76.4K - $91.6K
|
87.8K
$4.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-2.28K- 97.85% |
$68.9K - $82.6K
|
50
$2.43K
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.17K- 2.74% |
$65.8K - $78.9K
|
77.1K
$3.75M
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.78K- 1.27% |
$54K - $64.7K
|
139K
$6.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.38K- 18.43% |
$41.6K - $49.9K
|
6.08K
$296K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
SELL
|
- |
-1.15K- 16.07% |
$35K - $41.9K
|
6.03K
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.14K- 14.73% |
$34.7K - $41.5K
|
6.62K
$322K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.07K- 8.88% |
$32.5K - $39K
|
11K
$536K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-975- 6.07% |
$29.5K - $35.4K
|
15.1K
$734K
|
|
|
Feb 27, 2023
Q4 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-800- 7.59% |
$24.2K - $29K
|
9.74K
$473K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-300- 2.1% |
$9.09K - $10.9K
|
14K
$680K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
CALL |
-300- 27.27% |
$9.09K - $10.9K
|
800
$38.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-39- 4.55% |
$1.18K - $1.42K
|
818
$39.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-25- 45.45% |
$757 - $908
|
30
$1.46K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-20- 35.09% |
$606 - $726
|
37
$1.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-12- 0.1% |
$363 - $436
|
12.3K
$598K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-724K- 94.8% |
$22M - $25.9M
|
39.7K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
SELL
|
PUT |
-233K- 33.03% |
$7.06M - $8.33M
|
472K
$22.9M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-200K- 69.74% |
$6.07M - $7.16M
|
86.8K
$4.22M
|
|
|
Oct 31, 2022
Q3 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-90.3K- 63.66% |
$2.74M - $3.23M
|
51.6K
$2.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-78KClosed |
$2.37M - $2.79M
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-58.9K- 21.17% |
$1.79M - $2.11M
|
219K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-58.2K- 50.49% |
$1.77M - $2.09M
|
57.1K
$2.78M
|
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-47.9K- 63.27% |
$1.45M - $1.71M
|
27.8K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-47.1K- 36.99% |
$1.43M - $1.69M
|
80.3K
$3.9M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-45.4K- 71.34% |
$1.38M - $1.63M
|
18.2K
$886K
|
|
|
Oct 31, 2022
Q3 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-29.9K- 5.15% |
$909K - $1.07M
|
551K
$26.8M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-26.9K- 67.98% |
$817K - $964K
|
12.7K
$616K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-20.9K- 7.32% |
$633K - $747K
|
264K
$12.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-17.4K- 23.04% |
$529K - $624K
|
58.2K
$2.83M
|
|