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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.24K- 1.95% |
$63.8K - $67.3K
|
62.2K
$3.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-22.7K- 20.1% |
$1.17M - $1.23M
|
90.3K
$4.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-200- 0.56% |
$10.3K - $10.9K
|
35.2K
$1.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.59K- 8.99% |
$184K - $195K
|
36.3K
$1.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-54.5K- 12.25% |
$2.8M - $2.96M
|
391K
$20.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.27M+ 15.65% |
$168M - $177M
|
24.2M
$1.27B
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
17.5KNew |
$899K - $949K
|
17.5K
$918K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.23K+ 30.68% |
$423K - $447K
|
35.1K
$1.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.06K+ 11.74% |
$106K - $112K
|
19.6K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.41K- 0.15% |
$175K - $185K
|
2.33M
$122M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.82K+ 1.83% |
$196K - $207K
|
212K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-221- 2.5% |
$11.4K - $12K
|
8.61K
$452K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.11K+ 5.46% |
$57.1K - $60.3K
|
21.5K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
719+ 9.4% |
$36.9K - $39K
|
8.37K
$439K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.42K+ 12.27% |
$72.8K - $76.9K
|
13K
$680K
|
|
|
Nov 12, 2025
Q3 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
4.13KNew |
$212K - $224K
|
4.13K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-800- 1.69% |
$41.1K - $43.4K
|
46.5K
$2.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7.27K+ 76.61% |
$374K - $395K
|
16.8K
$879K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
140KNew |
$7.19M - $7.59M
|
140K
$7.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
20.3K+ 3.29% |
$1.04M - $1.1M
|
637K
$33.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-893- 3.15% |
$45.9K - $48.4K
|
27.5K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-15.7K- 37.59% |
$805K - $850K
|
26K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-12.3K- 39.49% |
$632K - $667K
|
18.8K
$988K
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
31.7K+ 7.61% |
$1.63M - $1.72M
|
448K
$23.5M
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.67K+ 5.02% |
$137K - $145K
|
55.7K
$2.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
521+ 3.48% |
$26.8K - $28.3K
|
15.5K
$813K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.19K+ 7.22% |
$164K - $173K
|
47.3K
$2.48M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.51K- 5.68% |
$180K - $190K
|
58.3K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 0.26% |
$257 - $271
|
1.91K
$100K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
79+ 1.11% |
$4.06K - $4.29K
|
7.18K
$377K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.26K+ 5.04% |
$167K - $177K
|
67.8K
$3.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
4.59K+ 3.01% |
$236K - $249K
|
157K
$8.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-196- 0.61% |
$10.1K - $10.6K
|
31.9K
$1.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.29K+ 429.33% |
$66.2K - $69.9K
|
1.59K
$83.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
514+ 1.39% |
$26.4K - $27.9K
|
37.5K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-412- 1.38% |
$21.2K - $22.4K
|
29.5K
$1.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
16KNew |
$823K - $869K
|
16K
$840K
|
|
|
Nov 12, 2025
Q3 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
125+ 0.19% |
$6.42K - $6.78K
|
64.5K
$3.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-18.8K- 2.1% |
$967K - $1.02M
|
877K
$46M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
19.6K+ 28.86% |
$1.01M - $1.06M
|
87.6K
$4.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-703K- 25.9% |
$36.1M - $38.2M
|
2.01M
$106M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-1.17M- 15.93% |
$60.1M - $63.5M
|
6.18M
$324M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.61K+ 17.85% |
$340K - $359K
|
43.7K
$2.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-484- 2.93% |
$24.9K - $26.3K
|
16K
$840K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
41.9K+ 31.82% |
$2.15M - $2.27M
|
174K
$9.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-1.06M- 80.07% |
$54.5M - $57.6M
|
264K
$13.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
6.06K+ 11.44% |
$312K - $329K
|
59.1K
$3.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
79.3K+ 8.22% |
$4.07M - $4.3M
|
1.04M
$54.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
74+ 0.17% |
$3.8K - $4.01K
|
44.8K
$2.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.75K+ 8.42% |
$244K - $257K
|
61.1K
$3.21M
|
|