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 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-25- 78.13% |
$829 - $890
|
7
$341
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-649K- 97.43% |
$20.5M - $21.9M
|
17.1K
$836K
|
|
Aug 14, 2023
Q2 2023
|
Inherent Group, LP
New York, NY |
SELL
|
PUT |
-100K- 5.0% |
$3.16M - $3.37M
|
1.9M
$92.6M
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-88.6K- 92.88% |
$2.8M - $2.99M
|
6.79K
$331K
|
|
Aug 14, 2023
Q2 2023
|
Ejf Capital LLC
Arlington, VA |
SELL
|
PUT |
-48.8K- 50.05% |
$1.54M - $1.65M
|
48.7K
$2.37M
|
|
Aug 14, 2023
Q2 2023
|
Taconic Capital Advisors LP
New York, NY |
SELL
|
- |
-37K- 61.67% |
$1.17M - $1.25M
|
23K
$1.12M
|
|
Jul 12, 2023
Q2 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-28.6K- 12.5% |
$901K - $963K
|
200K
$9.75M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-21.9K- 18.11% |
$691K - $739K
|
99.1K
$4.83M
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
PUT |
-20K- 50.0% |
$631K - $674K
|
20K
$975K
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-14.5K- 68.25% |
$457K - $488K
|
6.74K
$329K
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-8.57K- 98.54% |
$270K - $289K
|
127
$6.19K
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-7.56K- 52.53% |
$238K - $255K
|
6.83K
$333K
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-4.7K- 31.97% |
$148K - $158K
|
10K
$488K
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.45K- 31.24% |
$109K - $116K
|
7.59K
$370K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.17K- 4.86% |
$100K - $107K
|
62.1K
$3.03M
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.89K- 45.22% |
$91.2K - $97.4K
|
3.5K
$171K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-2.89K- 45.22% |
$91.2K - $97.4K
|
3.5K
$171K
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.96K- 10.91% |
$61.8K - $66.1K
|
16K
$780K
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-1.57K- 8.33% |
$49.4K - $52.8K
|
17.2K
$840K
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.53K- 4.14% |
$48.3K - $51.6K
|
35.5K
$1.73M
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-1.03K- 99.03% |
$32.4K - $34.6K
|
10
$488
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.01K- 30.01% |
$31.9K - $34K
|
2.36K
$115K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-964- 25.88% |
$30.4K - $32.5K
|
2.76K
$135K
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-945- 69.13% |
$29.8K - $31.9K
|
422
$20.6K
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-915- 11.77% |
$28.9K - $30.8K
|
6.86K
$334K
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-825- 11.83% |
$26K - $27.8K
|
6.15K
$300K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-499- 1.13% |
$15.7K - $16.8K
|
43.8K
$2.14M
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-470- 42.38% |
$14.8K - $15.8K
|
639
$31.2K
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-367- 73.4% |
$11.6K - $12.4K
|
133
$6.49K
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-344- 5.27% |
$10.9K - $11.6K
|
6.19K
$302K
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-305- 64.21% |
$9.62K - $10.3K
|
170
$8.29K
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-190Closed |
$5.99K - $6.4K
|
0
$0
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-148- 1.24% |
$4.67K - $4.99K
|
11.8K
$575K
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-54- 0.38% |
$1.7K - $1.82K
|
14.1K
$686K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-38- 2.6% |
$1.2K - $1.28K
|
1.43K
$69.5K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Deer Park Road Corp
Steamboat Springs, CO |
SELL
|
PUT |
-3.5M- 30.43% |
$108M - $130M
|
8M
$390M
|
|
May 12, 2023
Q1 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-3.5M- 22.58% |
$108M - $130M
|
12M
$585M
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.68M- 95.32% |
$52.1M - $62.2M
|
82.6K
$4.03M
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
PUT |
-908K- 98.67% |
$28.1M - $33.6M
|
12.2K
$595K
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-824K- 51.67% |
$25.5M - $30.5M
|
771K
$37.6M
|
|
May 08, 2023
Q1 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-688K- 39.0% |
$21.3M - $25.4M
|
1.08M
$52.4M
|
|
May 12, 2023
Q1 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-242K- 6.85% |
$7.48M - $8.94M
|
3.28M
$160M
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
CALL |
-192KClosed |
$5.96M - $7.12M
|
0
$0
|
|
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
$2.64M
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-20.2K- 80.16% |
$626K - $747K
|
5K
$244K
|
|
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
$310K
|
|
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
$2.17M
|