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 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-8.22K- 30.76% |
$422K - $446K
|
18.5K
$970K
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
15.6K+ 2.37% |
$803K - $848K
|
676K
$35.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-2.02K- 3.8% |
$104K - $109K
|
51.1K
$2.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
8+ 0.08% |
$411 - $434
|
10.2K
$532K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
60+ 0.25% |
$3.08K - $3.26K
|
24.2K
$1.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
71.5KNew |
$3.67M - $3.88M
|
71.5K
$3.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
489+ 4.25% |
$25.1K - $26.5K
|
12K
$629K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.75M- 34.53% |
$141M - $149M
|
5.2M
$273M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
PUT |
19.8K+ 0.26% |
$1.02M - $1.07M
|
7.63M
$400M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.76K+ 15.76% |
$142K - $150K
|
20.3K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-275- 1.93% |
$14.1K - $14.9K
|
14K
$734K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
5.49K+ 121.98% |
$282K - $298K
|
9.99K
$524K
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
3.85KNew |
$198K - $209K
|
3.85K
$202K
|
|
|
Nov 10, 2025
Q3 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
10.2KNew |
$522K - $551K
|
10.2K
$533K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.29K+ 1.07% |
$66.3K - $70K
|
122K
$6.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.2K- 6.73% |
$626K - $661K
|
169K
$8.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-2.77K- 5.0% |
$142K - $150K
|
52.5K
$2.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
27.9K+ 9.07% |
$1.44M - $1.52M
|
336K
$17.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-13- 0.09% |
$668 - $705
|
13.9K
$730K
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.44K+ 10.85% |
$382K - $403K
|
76K
$3.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.01K+ 5.15% |
$52K - $55K
|
20.7K
$1.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-483K- 80.87% |
$24.8M - $26.2M
|
114K
$5.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.43K+ 10.02% |
$176K - $186K
|
37.7K
$1.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
481+ 2.3% |
$24.7K - $26.1K
|
21.4K
$1.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
SELL
|
- |
-48- 0.32% |
$2.47K - $2.6K
|
15.1K
$793K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
789+ 0.89% |
$40.5K - $42.8K
|
89.6K
$4.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.68K+ 355.81% |
$343K - $362K
|
8.55K
$448K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
3.98K+ 132.67% |
$204K - $216K
|
6.98K
$366K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
163+ 0.51% |
$8.37K - $8.84K
|
32.1K
$1.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
92+ 0.17% |
$4.73K - $4.99K
|
54.4K
$2.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-305- 14.23% |
$15.7K - $16.5K
|
1.84K
$96.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-487- 20.95% |
$25K - $26.4K
|
1.84K
$96.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-654- 3.76% |
$33.6K - $35.5K
|
16.8K
$879K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-6.09K- 2.19% |
$313K - $330K
|
272K
$14.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-29- 0.36% |
$1.49K - $1.57K
|
8K
$420K
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-22.6K- 38.64% |
$1.16M - $1.22M
|
35.8K
$1.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
2.19KNew |
$113K - $119K
|
2.19K
$115K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-4.8K- 6.42% |
$246K - $260K
|
69.9K
$3.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.57K+ 5.27% |
$132K - $139K
|
51.3K
$2.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 2.45% |
$94.8K - $100K
|
77.1K
$4.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-16.9K- 2.21% |
$870K - $919K
|
751K
$39.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.31K+ 1.7% |
$67.4K - $71.2K
|
78.6K
$4.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.84KNew |
$197K - $208K
|
3.84K
$201K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.8KNew |
$195K - $206K
|
3.8K
$199K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2K- 30.35% |
$103K - $109K
|
4.6K
$241K
|
|
|
Nov 10, 2025
Q3 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
19.5K+ 2.34% |
$1M - $1.06M
|
854K
$44.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.6K- 14.05% |
$236K - $249K
|
28.1K
$1.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
60New |
$3.08K - $3.26K
|
60
$3.15K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.18K+ 22.52% |
$215K - $227K
|
22.8K
$1.19M
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
964+ 1.76% |
$49.5K - $52.3K
|
55.7K
$2.92M
|
|