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
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
7+ 0.16% |
$360 - $380
|
4.32K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-412- 1.06% |
$21.2K - $22.4K
|
38.6K
$2.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
8.44K+ 18.98% |
$434K - $458K
|
52.9K
$2.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
24+ 0.13% |
$1.23K - $1.3K
|
18.1K
$951K
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-9.44K- 91.8% |
$485K - $512K
|
843
$44.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
178K+ 16.55% |
$9.13M - $9.64M
|
1.25M
$65.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
335+ 0.99% |
$17.2K - $18.2K
|
34.1K
$1.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
900New |
$46.2K - $48.8K
|
900
$47.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.9K- 4.21% |
$149K - $157K
|
65.9K
$3.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Dld Asset Management, LP
New York, NY |
BUY
|
PUT |
4KNew |
$205K - $217K
|
4K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
433+ 1.62% |
$22.2K - $23.5K
|
27.1K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.47K+ 1.23% |
$127K - $134K
|
203K
$10.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
19.7K+ 4.13% |
$1.01M - $1.07M
|
497K
$26M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.51K+ 2.73% |
$231K - $244K
|
169K
$8.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.5K+ 27.4% |
$593K - $626K
|
53.6K
$2.81M
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
SELL
|
- |
-18.1KClosed |
$931K - $984K
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-9.89K- 17.39% |
$508K - $536K
|
47K
$2.46M
|
|
|
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
|
|