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 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
589+ 7.37% |
$30.3K - $32K
|
8.58K
$450K
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-38- 0.32% |
$1.95K - $2.06K
|
11.9K
$624K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
448+ 3.92% |
$23K - $24.3K
|
11.9K
$623K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-85.3K- 99.83% |
$4.38M - $4.63M
|
144
$7.55K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.31K- 9.35% |
$170K - $179K
|
32K
$1.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
30+ 0.28% |
$1.54K - $1.63K
|
10.7K
$562K
|
|
|
Nov 07, 2025
Q3 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.24K- 5.18% |
$115K - $121K
|
40.9K
$2.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.34K+ 4.7% |
$120K - $127K
|
52K
$2.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-569- 4.66% |
$29.2K - $30.9K
|
11.6K
$611K
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
180KNew |
$9.25M - $9.77M
|
180K
$9.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
306+ 1.24% |
$15.7K - $16.6K
|
24.9K
$1.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-6- 0.09% |
$308 - $326
|
6.96K
$365K
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
7New |
$360 - $380
|
7
$367
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
39.4KNew |
$2.02M - $2.14M
|
39.4K
$2.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-54- 0.92% |
$2.77K - $2.93K
|
5.83K
$306K
|
|
|
Nov 07, 2025
Q3 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
683+ 0.72% |
$35.1K - $37.1K
|
95.4K
$5.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.47K- 7.19% |
$127K - $134K
|
31.9K
$1.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
296+ 6.43% |
$15.2K - $16.1K
|
4.9K
$257K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.94K+ 6.78% |
$99.7K - $105K
|
30.5K
$1.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 66.7% |
$585K - $618K
|
28.5K
$1.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
5.09KNew |
$261K - $276K
|
5.09K
$267K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.14K- 3.29% |
$58.7K - $62K
|
33.6K
$1.76M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.76K- 3.95% |
$90.6K - $95.7K
|
42.9K
$2.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.25K+ 21.9% |
$116K - $122K
|
12.5K
$657K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-126- 0.27% |
$6.47K - $6.84K
|
47.4K
$2.49M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-104- 2.32% |
$5.34K - $5.64K
|
4.37K
$229K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-7.6K- 23.87% |
$391K - $412K
|
24.2K
$1.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
SELL
|
- |
-1.19K- 16.29% |
$61.2K - $64.6K
|
6.12K
$321K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
450+ 3.44% |
$23.1K - $24.4K
|
13.5K
$709K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
13.3KNew |
$684K - $722K
|
13.3K
$698K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
11.2K+ 157.51% |
$574K - $606K
|
18.3K
$958K
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
SELL
|
- |
-150- 3.54% |
$7.71K - $8.14K
|
4.09K
$214K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-291- 4.03% |
$14.9K - $15.8K
|
6.93K
$364K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-3.55K- 2.15% |
$182K - $192K
|
162K
$8.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-23- 0.59% |
$1.18K - $1.25K
|
3.9K
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.21K+ 3.39% |
$113K - $120K
|
67.4K
$3.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.54K+ 0.36% |
$78.9K - $83.3K
|
422K
$22.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
16+ 0.2% |
$822 - $868
|
8.2K
$430K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.7K+ 35.35% |
$87.4K - $92.3K
|
6.51K
$342K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5.72K+ 2.17% |
$294K - $310K
|
270K
$14.1M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-840- 32.71% |
$43.2K - $45.6K
|
1.73K
$90.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
717New |
$36.8K - $38.9K
|
717
$37.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
72.3K+ 42.61% |
$3.71M - $3.92M
|
242K
$12.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.51K+ 4.43% |
$129K - $136K
|
59.2K
$3.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
27.6K+ 15.26% |
$1.42M - $1.5M
|
209K
$10.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-832- 1.61% |
$42.7K - $45.1K
|
50.8K
$2.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
15.4KNew |
$792K - $837K
|
15.4K
$809K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
6.92K+ 49.01% |
$355K - $375K
|
21K
$1.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.94K+ 8.18% |
$99.5K - $105K
|
25.6K
$1.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.66K+ 49.03% |
$239K - $253K
|
14.2K
$743K
|
|