Latest Institutional Transactions on Financial Sector Spdr (XLF)
This table provides information on the latest institutional transactions involving Financial Sector Spdr (XLF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
737+ 0.59% |
$38.1K - $39.6K
|
125K
$6.57M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-491- 2.39% |
$25.4K - $26.4K
|
20.1K
$1.05M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
367+ 0.35% |
$19K - $19.7K
|
106K
$5.57M
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
39+ 0.35% |
$2.02K - $2.1K
|
11.3K
$590K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
188+ 1.38% |
$9.73K - $10.1K
|
13.8K
$726K
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.25K+ 49.44% |
$168K - $175K
|
9.82K
$515K
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.54K- 3.83% |
$79.9K - $83K
|
38.7K
$2.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.41K+ 2.95% |
$73.2K - $76K
|
49.3K
$2.59M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.72K- 7.64% |
$141K - $146K
|
32.9K
$1.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
163+ 1.37% |
$8.44K - $8.76K
|
12K
$631K
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-3.49K- 1.02% |
$180K - $187K
|
338K
$17.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-105K- 35.28% |
$5.43M - $5.64M
|
192K
$10.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.06K- 11.67% |
$54.7K - $56.8K
|
7.99K
$419K
|
|
|
Jan 14, 2026
Q4 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-3.6K- 8.01% |
$186K - $193K
|
41.3K
$2.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-1.63K- 7.55% |
$84.3K - $87.5K
|
19.9K
$1.05M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
12.8K+ 5.32% |
$664K - $690K
|
254K
$13.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
3.13K+ 13.78% |
$162K - $168K
|
25.8K
$1.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
3.59K+ 4.78% |
$186K - $193K
|
78.7K
$4.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.09K- 1.87% |
$108K - $112K
|
109K
$5.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
75+ 0.79% |
$3.88K - $4.03K
|
9.53K
$500K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-154K- 96.33% |
$7.97M - $8.28M
|
5.88K
$308K
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
568+ 4.53% |
$29.4K - $30.5K
|
13.1K
$688K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11.9KNew |
$616K - $639K
|
11.9K
$624K
|
|
|
Jan 14, 2026
Q4 2025
|
In Track Investment Management Inc
|
BUY
|
- |
407+ 6.36% |
$21.1K - $21.9K
|
6.81K
$357K
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-424- 1.72% |
$21.9K - $22.8K
|
24.3K
$1.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-21.1K- 1.09% |
$1.09M - $1.14M
|
1.92M
$101M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-222- 1.74% |
$11.5K - $11.9K
|
12.5K
$657K
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
SELL
|
- |
-930- 5.1% |
$48.1K - $50K
|
17.3K
$907K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-609- 10.96% |
$31.5K - $32.7K
|
4.95K
$260K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
29+ 0.51% |
$1.5K - $1.56K
|
5.7K
$299K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-21.4K- 3.8% |
$1.11M - $1.15M
|
542K
$28.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
533+ 25.6% |
$27.6K - $28.7K
|
2.62K
$137K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-197- 4.38% |
$10.2K - $10.6K
|
4.3K
$226K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.48K- 26.24% |
$180K - $187K
|
9.78K
$513K
|
|
|
Jan 14, 2026
Q4 2025
|
Woodstock Corp
|
SELL
|
- |
-10- 0.26% |
$518 - $538
|
3.83K
$201K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
902+ 14.64% |
$46.7K - $48.5K
|
7.07K
$371K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-644- 4.21% |
$33.3K - $34.6K
|
14.6K
$768K
|
|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
61.1K+ 22.82% |
$3.16M - $3.28M
|
329K
$17.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-232- 0.88% |
$12K - $12.5K
|
26.2K
$1.38M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.74K+ 22.81% |
$194K - $201K
|
20.2K
$1.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-8.46K- 5.97% |
$438K - $455K
|
133K
$6.99M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.66K+ 7.82% |
$86.1K - $89.4K
|
22.9K
$1.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
4.59K+ 3.94% |
$238K - $247K
|
121K
$6.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.68KNew |
$191K - $198K
|
3.68K
$193K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
40.8K+ 1020.14% |
$2.11M - $2.19M
|
44.8K
$2.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.4K+ 94.76% |
$228K - $236K
|
9.04K
$474K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
423+ 3.6% |
$21.9K - $22.7K
|
12.2K
$638K
|
|
|
Jan 14, 2026
Q4 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
4.16K+ 24.87% |
$215K - $223K
|
20.9K
$1.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
3.94KNew |
$204K - $212K
|
3.94K
$206K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 21.02% |
$55.8K - $58K
|
6.21K
$326K
|
|