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 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
9.33KNew |
$419K - $479K
|
9.33K
$479K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.74K+ 21.82% |
$347K - $397K
|
43.2K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.33K+ 16.14% |
$59.7K - $68.2K
|
9.56K
$491K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-700- 2.22% |
$31.4K - $35.9K
|
30.8K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.9K+ 10.9% |
$85.2K - $97.5K
|
19.3K
$993K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
17+ 0.12% |
$763 - $873
|
14K
$720K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-22- 0.28% |
$988 - $1.13K
|
7.78K
$400K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-3.47K- 5.84% |
$156K - $178K
|
55.9K
$2.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
929New |
$41.7K - $47.7K
|
929
$47.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
869+ 1.31% |
$39K - $44.6K
|
67.2K
$3.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.07K- 10.47% |
$48K - $54.9K
|
9.14K
$470K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.01K- 11.64% |
$405K - $463K
|
68.4K
$3.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.98K- 4.18% |
$88.9K - $102K
|
45.4K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45.4K- 8.1% |
$2.04M - $2.33M
|
515K
$26.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
213K+ 48.54% |
$9.57M - $10.9M
|
652K
$33.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.12KNew |
$275K - $314K
|
6.12K
$315K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.09K+ 0.72% |
$48.8K - $55.9K
|
151K
$7.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-31.2K- 86.31% |
$1.4M - $1.6M
|
4.96K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.74K+ 9.4% |
$123K - $141K
|
31.9K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
49.8K+ 43.42% |
$2.24M - $2.56M
|
165K
$8.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
160K+ 16.11% |
$7.17M - $8.2M
|
1.15M
$59.2M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
2.24K+ 14.2% |
$100K - $115K
|
18K
$925K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-2.03M- 99.54% |
$90.9M - $104M
|
9.46K
$486K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
4.29K+ 79.32% |
$192K - $220K
|
9.69K
$498K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.19K+ 4.46% |
$98.2K - $112K
|
51.3K
$2.64M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
4.32KNew |
$194K - $222K
|
4.32K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26.2K+ 161.28% |
$1.17M - $1.34M
|
42.4K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.82% |
$1.48K - $1.69K
|
4.06K
$209K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.27K+ 0.31% |
$57K - $65.2K
|
408K
$21M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
588New |
$26.4K - $30.2K
|
588
$30.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
590+ 4.64% |
$26.5K - $30.3K
|
13.3K
$684K
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
321+ 0.18% |
$14.4K - $16.5K
|
174K
$8.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
836+ 2.21% |
$37.5K - $42.9K
|
38.7K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
479KNew |
$21.5M - $24.6M
|
479K
$24.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
53.5K+ 853.11% |
$2.4M - $2.75M
|
59.8K
$3.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.73K+ 71.95% |
$168K - $192K
|
8.92K
$458K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-83.6K- 55.53% |
$3.75M - $4.29M
|
66.9K
$3.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
107K+ 8.08% |
$4.82M - $5.51M
|
1.44M
$73.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
13.3K+ 31.0% |
$595K - $681K
|
56.1K
$2.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 3.71% |
$46K - $52.6K
|
28.7K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12.6K+ 9.72% |
$564K - $645K
|
142K
$7.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-202- 11.41% |
$9.07K - $10.4K
|
1.57K
$80.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.9KNew |
$85.3K - $97.5K
|
1.9K
$97.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4K+ 19.46% |
$179K - $205K
|
24.5K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-200- 7.58% |
$8.98K - $10.3K
|
2.44K
$125K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$44.9 - $51.3
|
11K
$567K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
8.36KNew |
$375K - $429K
|
8.36K
$430K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
74.2K+ 1124.92% |
$3.33M - $3.81M
|
80.8K
$4.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.41KNew |
$243K - $278K
|
5.41K
$278K
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
1.06K+ 2.26% |
$47.5K - $54.3K
|
47.8K
$2.46M
|