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 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5.73K+ 20.11% |
$257K - $294K
|
34.2K
$1.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-1.04K- 12.14% |
$46.8K - $53.5K
|
7.55K
$388K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
9.82K+ 26.25% |
$441K - $504K
|
47.2K
$2.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
96+ 0.99% |
$4.31K - $4.93K
|
9.81K
$504K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-246- 1.96% |
$11K - $12.6K
|
12.3K
$631K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
120+ 0.43% |
$5.39K - $6.16K
|
27.9K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
453+ 3.63% |
$20.3K - $23.3K
|
12.9K
$664K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
100New |
$4.49K - $5.13K
|
100
$5.14K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.78K+ 3.65% |
$79.9K - $91.4K
|
50.6K
$2.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
3.6K+ 2.31% |
$162K - $185K
|
160K
$8.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.6K- 13.57% |
$71.8K - $82.1K
|
10.2K
$523K
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-33- 0.39% |
$1.48K - $1.69K
|
8.44K
$434K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-70- 0.39% |
$3.14K - $3.59K
|
17.7K
$910K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
4.29KNew |
$192K - $220K
|
4.29K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6.9K+ 72.45% |
$310K - $354K
|
16.4K
$844K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
123K+ 9.68% |
$5.53M - $6.32M
|
1.39M
$71.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
4.69K+ 1.15% |
$210K - $241K
|
413K
$21.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
30.4KNew |
$1.36M - $1.56M
|
30.4K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3.87KNew |
$174K - $199K
|
3.87K
$199K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
233New |
$10.5K - $12K
|
233
$12K
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
112KNew |
$5.01M - $5.73M
|
112K
$5.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
6.7KNew |
$301K - $344K
|
6.7K
$344K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
63.8KNew |
$2.86M - $3.27M
|
63.8K
$3.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
4.61K+ 2.59% |
$207K - $236K
|
182K
$9.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.98KNew |
$223K - $255K
|
4.98K
$256K
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
12.3KNew |
$551K - $630K
|
12.3K
$631K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-900- 19.68% |
$40.4K - $46.2K
|
3.67K
$189K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
11KNew |
$493K - $564K
|
11K
$565K
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-175K- 12.03% |
$7.85M - $8.98M
|
1.28M
$65.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 29.89% |
$74.3K - $85K
|
7.2K
$370K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.08K+ 10.53% |
$138K - $158K
|
32.3K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.26K+ 17.96% |
$101K - $116K
|
14.8K
$763K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.83M+ 15.69% |
$82M - $93.7M
|
13.5M
$692M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-3.53M- 12.74% |
$159M - $181M
|
24.2M
$1.24B
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
34.5K+ 2.24% |
$1.55M - $1.77M
|
1.57M
$80.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
150+ 5.03% |
$6.73K - $7.7K
|
3.13K
$161K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
191+ 3.36% |
$8.57K - $9.81K
|
5.87K
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.4K+ 11.14% |
$287K - $328K
|
63.8K
$3.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-70- 0.43% |
$3.14K - $3.59K
|
16.1K
$826K
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-24.7K- 34.98% |
$1.11M - $1.27M
|
45.9K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
20.1KNew |
$904K - $1.03M
|
20.1K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.94M+ 26.17% |
$177M - $202M
|
19M
$975M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-4.9K- 49.49% |
$220K - $252K
|
5K
$257K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-46.4K- 1.59% |
$2.08M - $2.38M
|
2.87M
$147M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
17.7K+ 281.21% |
$795K - $910K
|
24K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
239New |
$10.7K - $12.3K
|
239
$12.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.27K- 19.95% |
$102K - $116K
|
9.09K
$467K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.91K+ 25.97% |
$130K - $149K
|
14.1K
$724K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
22.8KNew |
$1.02M - $1.17M
|
22.8K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.98KNew |
$223K - $255K
|
4.98K
$256K
|