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 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
703+ 31.02% |
$33.3K - $36.7K
|
2.97K
$139K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 3.35% |
$4.73K - $5.22K
|
2.89K
$135K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-10.9K- 14.12% |
$518K - $571K
|
66.5K
$3.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
53+ 1.14% |
$2.51K - $2.77K
|
4.7K
$219K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.77K+ 7.18% |
$368K - $406K
|
116K
$5.41M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.7KNew |
$317K - $350K
|
6.7K
$313K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
139+ 2.12% |
$6.58K - $7.25K
|
6.69K
$312K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1K+ 13.5% |
$47.3K - $52.2K
|
8.41K
$392K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.76K+ 3.9% |
$131K - $144K
|
73.7K
$3.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5.26KNew |
$249K - $275K
|
5.26K
$245K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
9.46KNew |
$448K - $494K
|
9.46K
$441K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
334+ 1.92% |
$15.8K - $17.4K
|
17.7K
$828K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.92K+ 31.19% |
$233K - $257K
|
20.7K
$965K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9.34KNew |
$442K - $488K
|
9.34K
$436K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
8.13K+ 56.78% |
$384K - $424K
|
22.4K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
6KNew |
$284K - $313K
|
6K
$280K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-268K- 78.85% |
$12.7M - $14M
|
72K
$3.36M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.75K+ 1.01% |
$82.7K - $91.2K
|
174K
$8.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-2.46K- 4.63% |
$116K - $128K
|
50.5K
$2.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
15K+ 36.51% |
$712K - $785K
|
56.2K
$2.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
207+ 1.55% |
$9.8K - $10.8K
|
13.6K
$633K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.45K+ 56.24% |
$116K - $128K
|
6.8K
$317K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
324+ 1.78% |
$15.3K - $16.9K
|
18.5K
$863K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.15KNew |
$196K - $217K
|
4.15K
$194K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
40.3K+ 13.43% |
$1.9M - $2.1M
|
340K
$15.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
58+ 0.35% |
$2.74K - $3.03K
|
16.5K
$771K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.71K+ 7.5% |
$176K - $194K
|
53.2K
$2.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-263K- 2.73% |
$12.5M - $13.7M
|
9.38M
$437M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
236+ 1.41% |
$11.2K - $12.3K
|
16.9K
$789K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7.35K+ 153.85% |
$348K - $383K
|
12.1K
$566K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
989+ 9.15% |
$46.8K - $51.6K
|
11.8K
$550K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-50- 0.31% |
$2.37K - $2.61K
|
15.8K
$739K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.7K+ 12.76% |
$695K - $767K
|
130K
$6.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.25K- 16.12% |
$154K - $170K
|
16.9K
$789K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-922- 0.8% |
$43.6K - $48.1K
|
114K
$5.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
372KNew |
$17.6M - $19.4M
|
372K
$17.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
6.27K+ 1106.89% |
$296K - $327K
|
6.83K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-504- 10.64% |
$23.8K - $26.3K
|
4.24K
$198K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
103+ 0.13% |
$4.87K - $5.38K
|
82.2K
$3.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-2.3K- 19.57% |
$109K - $120K
|
9.44K
$440K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-230- 1.88% |
$10.9K - $12K
|
12K
$560K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.09K- 6.9% |
$98.9K - $109K
|
28.2K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-84.3K- 23.09% |
$3.99M - $4.4M
|
281K
$13.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.39K- 2.09% |
$66K - $72.8K
|
65.3K
$3.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.39% |
$189 - $209
|
1.03K
$48K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.33K+ 3.06% |
$110K - $122K
|
78.6K
$3.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
8.06K+ 256.28% |
$381K - $421K
|
11.2K
$523K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-54.1K- 75.1% |
$2.56M - $2.82M
|
17.9K
$836K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-6.98K- 7.31% |
$330K - $364K
|
88.5K
$4.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
2.88K+ 12.58% |
$136K - $150K
|
25.7K
$1.2M
|