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 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
32+ 8.0% |
$1.44K - $1.64K
|
432
$22.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
167K+ 59.77% |
$7.49M - $8.56M
|
446K
$22.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.93K- 22.45% |
$177K - $202K
|
13.6K
$698K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.78K+ 2.48% |
$125K - $143K
|
115K
$5.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-24.3K- 84.61% |
$1.09M - $1.25M
|
4.43K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-66- 0.22% |
$2.96K - $3.39K
|
30.3K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
748+ 8.24% |
$33.6K - $38.4K
|
9.83K
$505K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
2+ 0.04% |
$89.8 - $103
|
4.66K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
388+ 3.68% |
$17.4K - $19.9K
|
10.9K
$561K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
6K+ 23.3% |
$269K - $308K
|
31.8K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.28K- 5.34% |
$57.3K - $65.6K
|
22.6K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-56- 41.79% |
$2.51K - $2.88K
|
78
$4.01K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.99K+ 26.12% |
$269K - $307K
|
28.9K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
80.6K+ 597.34% |
$3.62M - $4.14M
|
94.1K
$4.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-749- 1.66% |
$33.6K - $38.5K
|
44.3K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
69+ 0.42% |
$3.1K - $3.54K
|
16.5K
$847K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
502+ 10.84% |
$22.5K - $25.8K
|
5.14K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
554KNew |
$24.9M - $28.5M
|
554K
$28.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
330+ 1.48% |
$14.8K - $16.9K
|
22.6K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-147- 0.22% |
$6.6K - $7.55K
|
66K
$3.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
757New |
$34K - $38.9K
|
757
$38.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
27.5K+ 7.77% |
$1.23M - $1.41M
|
381K
$19.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.01K+ 102.44% |
$45.2K - $51.7K
|
1.99K
$102K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
57.2KNew |
$2.57M - $2.94M
|
57.2K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
9.42K+ 202.36% |
$423K - $483K
|
14.1K
$723K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
503+ 4.55% |
$22.6K - $25.8K
|
11.6K
$594K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
127K+ 4.19% |
$5.69M - $6.51M
|
3.16M
$162M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.21KNew |
$189K - $216K
|
4.21K
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-188- 1.54% |
$8.44K - $9.65K
|
12K
$616K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1- 0.01% |
$44.9 - $51.3
|
12K
$615K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-29.1K- 69.5% |
$1.3M - $1.49M
|
12.8K
$655K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
263K+ 288.49% |
$11.8M - $13.5M
|
354K
$18.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
4.23KNew |
$190K - $217K
|
4.23K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
134K+ 6.34% |
$6M - $6.86M
|
2.24M
$115M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
9KNew |
$404K - $462K
|
9K
$463K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.91K+ 17.34% |
$265K - $303K
|
40K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.19K+ 16.04% |
$53.6K - $61.2K
|
8.63K
$444K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
320+ 1.06% |
$14.4K - $16.4K
|
30.5K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.94K+ 38.2% |
$401K - $459K
|
32.3K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.34K- 1.05% |
$150K - $171K
|
314K
$16.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.08K- 4.91% |
$228K - $261K
|
98.3K
$5.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
136+ 10.4% |
$6.11K - $6.98K
|
1.44K
$74.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
222+ 3.1% |
$9.97K - $11.4K
|
7.39K
$380K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
13.1K+ 7.35% |
$587K - $671K
|
191K
$9.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 3.58% |
$79.3K - $90.7K
|
51.1K
$2.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
12.8KNew |
$576K - $659K
|
12.8K
$659K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.31K- 0.72% |
$58.7K - $67.2K
|
179K
$9.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
3.77M+ 45.31% |
$169M - $193M
|
12.1M
$621M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-475- 3.05% |
$21.3K - $24.4K
|
15.1K
$776K
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
7.31KNew |
$328K - $375K
|
7.31K
$376K
|