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
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-81K- 40.54% |
$4.16M - $4.4M
|
119K
$6.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.61K- 1.77% |
$134K - $141K
|
145K
$7.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
297+ 2.04% |
$15.3K - $16.1K
|
14.9K
$781K
|
|
|
Nov 12, 2025
Q3 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1.55M- 94.04% |
$79.4M - $83.9M
|
98K
$5.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.09K+ 4.97% |
$56.1K - $59.2K
|
23.1K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-991- 11.65% |
$50.9K - $53.8K
|
7.52K
$394K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-353K- 78.99% |
$18.1M - $19.1M
|
93.9K
$4.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50.2K+ 141.01% |
$2.58M - $2.72M
|
85.7K
$4.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
288+ 5.44% |
$14.8K - $15.6K
|
5.59K
$293K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
164+ 328.0% |
$8.42K - $8.9K
|
214
$11.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.36K+ 4.73% |
$69.9K - $73.8K
|
30.2K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2.21K+ 1.63% |
$114K - $120K
|
138K
$7.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
4.01KNew |
$206K - $218K
|
4.01K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
1.54K+ 9.92% |
$78.9K - $83.3K
|
17K
$893K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.57K+ 26.64% |
$132K - $139K
|
12.2K
$640K
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-2.54K- 91.11% |
$131K - $138K
|
248
$13K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
21.2K+ 52.88% |
$1.09M - $1.15M
|
61.2K
$3.21M
|
|
|
Nov 12, 2025
Q3 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
502KNew |
$25.8M - $27.3M
|
502K
$26.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
74.8K+ 3.68% |
$3.84M - $4.06M
|
2.11M
$111M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
23.4K+ 10.81% |
$1.2M - $1.27M
|
240K
$12.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
15.7KNew |
$804K - $849K
|
15.7K
$821K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
225+ 5.23% |
$11.6K - $12.2K
|
4.53K
$237K
|
|
|
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
|
|