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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.43K+ 1.85% |
$64K - $73.2K
|
78.4K
$4.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-650- 1.32% |
$29.2K - $33.4K
|
48.7K
$2.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.23K+ 32.08% |
$100K - $114K
|
9.17K
$471K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
395+ 6.5% |
$17.7K - $20.3K
|
6.48K
$333K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
14.4KNew |
$645K - $738K
|
14.4K
$738K
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-88.6K- 36.13% |
$3.98M - $4.55M
|
157K
$8.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
103+ 1.29% |
$4.62K - $5.29K
|
8.07K
$415K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-5.66K- 37.64% |
$254K - $290K
|
9.37K
$482K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
30.8K+ 71.04% |
$1.38M - $1.58M
|
74.1K
$3.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-6.08K- 9.9% |
$273K - $312K
|
55.4K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
PUT |
-2.62M- 25.09% |
$117M - $134M
|
7.81M
$402M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
74.3KNew |
$3.33M - $3.81M
|
74.3K
$3.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.39K+ 2.07% |
$62.6K - $71.6K
|
68.9K
$3.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
SELL
|
- |
-1.41K- 5.67% |
$63.3K - $72.4K
|
23.4K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
196KNew |
$8.82M - $10.1M
|
196K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.18K- 4.14% |
$53.1K - $60.8K
|
27.4K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
9.7KNew |
$435K - $498K
|
9.7K
$498K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
29.9K+ 40.81% |
$1.34M - $1.54M
|
103K
$5.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
92.9K+ 340.6% |
$4.17M - $4.77M
|
120K
$6.17M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.27M+ 60.95% |
$102M - $117M
|
6M
$309M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1+ 0.02% |
$44.9 - $51.3
|
5.49K
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
483+ 23.04% |
$21.7K - $24.8K
|
2.58K
$133K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
7.81K+ 13.14% |
$351K - $401K
|
67.3K
$3.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
145K+ 108.05% |
$6.5M - $7.44M
|
279K
$14.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-2.81K- 3.79% |
$126K - $144K
|
71.4K
$3.67M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
17.7KNew |
$794K - $908K
|
17.7K
$909K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
450+ 10.16% |
$20.2K - $23.1K
|
4.88K
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 4.12% |
$475K - $543K
|
267K
$13.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
10.5KNew |
$472K - $540K
|
10.5K
$541K
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
15.1KNew |
$677K - $774K
|
15.1K
$775K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-891- 7.33% |
$40K - $45.7K
|
11.3K
$579K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.45K+ 5.85% |
$290K - $331K
|
117K
$6M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
34.6K+ 99.93% |
$1.56M - $1.78M
|
69.3K
$3.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.34KNew |
$240K - $274K
|
5.34K
$275K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.39K+ 13.85% |
$62.3K - $71.2K
|
11.4K
$586K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
250KNew |
$11.2M - $12.8M
|
250K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-201- 2.07% |
$9.02K - $10.3K
|
9.5K
$488K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-518K- 78.34% |
$23.2M - $26.6M
|
143K
$7.35M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
49.2K+ 5.72% |
$2.21M - $2.53M
|
909K
$46.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-154- 3.46% |
$6.91K - $7.91K
|
4.29K
$221K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.18M+ 12.41% |
$98M - $112M
|
19.8M
$1.02B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-3.08M- 52.68% |
$138M - $158M
|
2.77M
$142M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.32K+ 14.17% |
$239K - $273K
|
42.9K
$2.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.14M+ 30.14% |
$231M - $264M
|
22.2M
$1.14B
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.57K+ 18.94% |
$295K - $337K
|
41.2K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
165K+ 501.17% |
$7.42M - $8.49M
|
198K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-584- 3.26% |
$26.2K - $30K
|
17.3K
$889K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.69K+ 0.31% |
$121K - $138K
|
880K
$45.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
16.1KNew |
$725K - $829K
|
16.1K
$829K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-4.98K- 4.22% |
$223K - $256K
|
113K
$5.81M
|