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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6.6K- 8.88% |
$312K - $345K
|
67.8K
$3.33M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-731- 49.36% |
$34.6K - $38.2K
|
750
$36.9K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
754+ 6.04% |
$35.7K - $39.4K
|
13.2K
$651K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
409+ 59.28% |
$18.4K - $21K
|
1.1K
$54.1K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
35.1K+ 275.19% |
$1.58M - $1.8M
|
47.8K
$2.35M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-665- 1.11% |
$29.9K - $34.1K
|
59.2K
$2.91M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
4.18KNew |
$188K - $215K
|
4.18K
$206K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
5.37K+ 12.82% |
$241K - $276K
|
47.2K
$2.32M
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-71.3K- 77.14% |
$3.2M - $3.66M
|
21.1K
$1.04M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
576New |
$25.9K - $29.6K
|
576
$28.3K
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
682+ 2.17% |
$30.6K - $35K
|
32.1K
$1.58M
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
167KNew |
$7.52M - $8.6M
|
167K
$8.24M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.3K+ 2.06% |
$103K - $118K
|
114K
$5.6M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34.6K+ 11.33% |
$1.55M - $1.78M
|
340K
$16.7M
|
|
|
Mar 14, 2025
Q4 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.43K- 1.34% |
$64.3K - $73.6K
|
105K
$5.18M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
24.2KNew |
$1.08M - $1.24M
|
24.2K
$1.19M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-104K- 39.21% |
$4.65M - $5.32M
|
161K
$7.91M
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
8.31KNew |
$373K - $427K
|
8.31K
$409K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
8New |
$359 - $411
|
8
$394
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
61.9KNew |
$2.78M - $3.18M
|
61.9K
$3.05M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
14.4KNew |
$644K - $737K
|
14.4K
$707K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
566New |
$25.4K - $29.1K
|
566
$27.9K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.62K+ 11.87% |
$252K - $289K
|
53K
$2.61M
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
3.57K+ 14.55% |
$160K - $183K
|
28.1K
$1.38M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-82Closed |
$3.68K - $4.21K
|
0
$0
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
SELL
|
- |
-295- 0.55% |
$13.2K - $15.1K
|
53.3K
$2.62M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
65New |
$2.92K - $3.34K
|
65
$3.2K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
14.3KNew |
$642K - $734K
|
14.3K
$704K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.63KNew |
$118K - $135K
|
2.63K
$130K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
114+ 12.24% |
$5.12K - $5.85K
|
1.05K
$51.4K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-20- 5.51% |
$898 - $1.03K
|
343
$16.9K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
90.5KNew |
$4.06M - $4.65M
|
90.5K
$4.45M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
400+ 10.89% |
$18K - $20.5K
|
4.07K
$200K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
34K+ 42.69% |
$1.52M - $1.74M
|
114K
$5.59M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.5K- 7.51% |
$518K - $592K
|
142K
$6.99M
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-388K- 89.94% |
$17.4M - $19.9M
|
43.4K
$2.13M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7.44KNew |
$334K - $382K
|
7.44K
$366K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
414+ 0.47% |
$18.6K - $21.3K
|
88.5K
$4.36M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.54K- 5.05% |
$69.3K - $79.3K
|
29K
$1.43M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.59KNew |
$116K - $133K
|
2.59K
$127K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
894New |
$40.1K - $45.9K
|
894
$44K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
60New |
$2.69K - $3.08K
|
60
$2.95K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5.15K+ 7.29% |
$231K - $264K
|
75.7K
$3.73M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.71K+ 32.75% |
$256K - $293K
|
23.2K
$1.14M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
109KNew |
$4.89M - $5.59M
|
109K
$5.36M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
16.6K+ 52.36% |
$745K - $852K
|
48.3K
$2.38M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
73.6KNew |
$3.3M - $3.78M
|
73.6K
$3.62M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.05% |
$180 - $205
|
8.59K
$423K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.02M- 86.14% |
$46M - $52.6M
|
165K
$8.11M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
1.02MNew |
$46M - $52.6M
|
1.02M
$50.4M
|
|