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
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
9.6K+ 32.64% |
$431K - $493K
|
39K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
16.2KNew |
$729K - $834K
|
16.2K
$834K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
15.4KNew |
$689K - $788K
|
15.4K
$789K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
111K+ 2.65% |
$4.97M - $5.69M
|
4.29M
$220M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.26K+ 1.33% |
$56.5K - $64.6K
|
96.2K
$4.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
18.4KNew |
$828K - $946K
|
18.4K
$947K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
7.55KNew |
$339K - $388K
|
7.55K
$388K
|
|
|
Feb 11, 2025
Q4 2024
|
Parametrica Management LTD
|
BUY
|
- |
42.5KNew |
$1.91M - $2.18M
|
42.5K
$2.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
4.27KNew |
$191K - $219K
|
4.27K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
588+ 0.57% |
$26.4K - $30.2K
|
103K
$5.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
1.95K+ 10.02% |
$87.6K - $100K
|
21.4K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-41- 0.16% |
$1.84K - $2.1K
|
24.8K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.82K+ 18.12% |
$261K - $299K
|
37.9K
$1.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.13K+ 9.62% |
$140K - $161K
|
35.7K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-73- 1.3% |
$3.28K - $3.75K
|
5.53K
$284K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.66K+ 33.24% |
$119K - $136K
|
10.7K
$548K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
200KNew |
$8.98M - $10.3M
|
200K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
27.7KNew |
$1.25M - $1.42M
|
27.7K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-787- 4.92% |
$35.3K - $40.4K
|
15.2K
$781K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
6.56K+ 98.26% |
$295K - $337K
|
13.2K
$680K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
925+ 4.18% |
$41.5K - $47.5K
|
23.1K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
3.56KNew |
$160K - $183K
|
3.56K
$183K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.66K+ 275.79% |
$74.7K - $85.4K
|
2.27K
$116K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.36K- 66.71% |
$106K - $121K
|
1.18K
$60.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-624- 3.59% |
$28K - $32K
|
16.8K
$861K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-448- 2.09% |
$20.1K - $23K
|
21K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-380- 2.24% |
$17.1K - $19.5K
|
16.6K
$851K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.8K+ 2.97% |
$1.92M - $2.2M
|
1.48M
$76.2M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.41K+ 6.28% |
$108K - $124K
|
40.7K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
9+ 0.1% |
$404 - $462
|
9.13K
$469K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.62K- 1.5% |
$118K - $134K
|
172K
$8.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-129- 1.38% |
$5.79K - $6.62K
|
9.2K
$473K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
47.6K+ 22.81% |
$2.14M - $2.44M
|
256K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-200- 2.73% |
$8.98K - $10.3K
|
7.12K
$366K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
54.4KNew |
$2.44M - $2.79M
|
54.4K
$2.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.2K- 5.91% |
$54K - $61.7K
|
19.2K
$984K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.3K- 2.36% |
$463K - $530K
|
427K
$22M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
1.59K+ 11.3% |
$71.5K - $81.7K
|
15.7K
$806K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2+ 0.04% |
$89.8 - $103
|
5.06K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
264KNew |
$11.8M - $13.5M
|
264K
$13.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.51K- 3.67% |
$113K - $129K
|
66K
$3.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
8.31KNew |
$373K - $427K
|
8.31K
$427K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
206+ 1.02% |
$9.25K - $10.6K
|
20.4K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.32% |
$44.9 - $51.3
|
314
$16.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-16.3K- 80.02% |
$730K - $835K
|
4.06K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-329- 0.36% |
$14.8K - $16.9K
|
90.5K
$4.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-300- 2.48% |
$13.5K - $15.4K
|
11.8K
$607K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.19% |
$89.8 - $103
|
1.04K
$53.4K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
275New |
$12.3K - $14.1K
|
275
$14.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
9.33KNew |
$419K - $479K
|
9.33K
$479K
|