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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-20.2K- 80.16% |
$626K - $747K
|
5K
$262K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-15.6K- 35.78% |
$482K - $576K
|
27.9K
$1.47M
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-5.7K- 47.31% |
$177K - $211K
|
6.35K
$333K
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-5.34K- 19.45% |
$166K - $198K
|
22.1K
$1.16M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-4.05K- 8.35% |
$125K - $150K
|
44.5K
$2.33M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-3.18K- 2.39% |
$98.5K - $118K
|
130K
$6.8M
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3.03K- 28.31% |
$93.9K - $112K
|
7.67K
$403K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.4K- 19.16% |
$74.3K - $88.7K
|
10.1K
$531K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.58K- 14.45% |
$48.9K - $58.4K
|
9.34K
$490K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-1.42K- 49.02% |
$44.1K - $52.7K
|
1.48K
$77.7K
|
|
|
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
$790K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-1.04K- 2.56% |
$32.2K - $38.5K
|
39.5K
$2.08M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-1.03K- 0.3% |
$31.8K - $38K
|
338K
$17.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-738- 8.63% |
$22.9K - $27.3K
|
7.82K
$410K
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-421- 5.3% |
$13K - $15.6K
|
7.52K
$394K
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-399- 0.77% |
$12.4K - $14.8K
|
51.3K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-250- 44.25% |
$7.75K - $9.25K
|
315
$16.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-230- 52.75% |
$7.13K - $8.51K
|
206
$10.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-217- 9.79% |
$6.72K - $8.03K
|
2K
$105K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-165- 35.48% |
$5.11K - $6.11K
|
300
$15.7K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-74- 1.39% |
$2.29K - $2.74K
|
5.24K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-30- 0.46% |
$929 - $1.11K
|
6.51K
$342K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2025
Q4 2022
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
PUT |
-500KClosed |
$15.1M - $18.2M
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-233K- 87.03% |
$7.05M - $8.45M
|
34.7K
$1.82M
|
|
|
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
$477K
|
|
|
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
$8.15M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-12.6K- 23.15% |
$381K - $457K
|
41.8K
$2.19M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-8.42K- 6.33% |
$255K - $306K
|
125K
$6.54M
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-5.79K- 46.26% |
$175K - $210K
|
6.72K
$353K
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-5.22K- 4.76% |
$158K - $189K
|
104K
$5.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-4.38K- 42.81% |
$133K - $159K
|
5.86K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.35K- 12.61% |
$132K - $158K
|
30.1K
$1.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-3.11K- 4.49% |
$94.1K - $113K
|
66K
$3.46M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.96K- 22.38% |
$89.5K - $107K
|
10.2K
$538K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.52K- 2.79% |
$76.4K - $91.6K
|
87.8K
$4.61M
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-2.28K- 97.85% |
$68.9K - $82.6K
|
50
$2.62K
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.17K- 2.74% |
$65.8K - $78.9K
|
77.1K
$4.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.38K- 18.43% |
$41.6K - $49.9K
|
6.08K
$319K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
SELL
|
- |
-1.15K- 16.07% |
$35K - $41.9K
|
6.03K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.14K- 14.73% |
$34.7K - $41.5K
|
6.62K
$348K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.07K- 8.88% |
$32.5K - $39K
|
11K
$578K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-975- 6.07% |
$29.5K - $35.4K
|
15.1K
$792K
|
|
|
Feb 27, 2023
Q4 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-800- 7.59% |
$24.2K - $29K
|
9.74K
$511K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-300- 2.1% |
$9.09K - $10.9K
|
14K
$735K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
CALL |
-300- 27.27% |
$9.09K - $10.9K
|
800
$42K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-39- 4.55% |
$1.18K - $1.42K
|
818
$42.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-25- 45.45% |
$757 - $908
|
30
$1.57K
|
|