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 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
7.31KNew |
$328K - $375K
|
7.31K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-344- 0.69% |
$15.4K - $17.7K
|
49.5K
$2.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.19K- 2.91% |
$53.3K - $61K
|
39.6K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
65+ 0.66% |
$2.92K - $3.34K
|
9.97K
$513K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
34.5K+ 13.87% |
$1.55M - $1.77M
|
283K
$14.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
292K+ 42.54% |
$13.1M - $15M
|
978K
$50.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-299- 1.03% |
$13.4K - $15.4K
|
28.8K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-2M- 33.33% |
$89.8M - $103M
|
4M
$206M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.64KNew |
$73.7K - $84.3K
|
1.64K
$84.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-437- 2.22% |
$19.6K - $22.4K
|
19.2K
$988K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
28.1KNew |
$1.26M - $1.44M
|
28.1K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
674K+ 32.73% |
$30.3M - $34.6M
|
2.73M
$141M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-223- 2.0% |
$10K - $11.4K
|
10.9K
$560K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-6.29K- 9.75% |
$282K - $323K
|
58.2K
$2.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.27KNew |
$102K - $117K
|
2.27K
$117K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
6.91K+ 9.88% |
$310K - $355K
|
76.8K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-299- 1.46% |
$13.4K - $15.4K
|
20.1K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
99.8K+ 6.79% |
$4.48M - $5.12M
|
1.57M
$80.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
439K+ 38.33% |
$19.7M - $22.6M
|
1.59M
$81.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
121K+ 58.39% |
$5.44M - $6.23M
|
329K
$16.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.33K+ 45.16% |
$284K - $325K
|
20.4K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-9.04K- 66.49% |
$406K - $464K
|
4.56K
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-24.5K- 43.34% |
$1.1M - $1.26M
|
32.1K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
759New |
$34.1K - $39K
|
759
$39K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
626+ 4.39% |
$28.1K - $32.1K
|
14.9K
$764K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
437New |
$19.6K - $22.4K
|
437
$22.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16MNew |
$719M - $822M
|
16M
$823M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
538+ 3.06% |
$24.2K - $27.6K
|
18.1K
$933K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
7.41KNew |
$333K - $381K
|
7.41K
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-913- 5.41% |
$41K - $46.9K
|
16K
$820K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
129+ 0.4% |
$5.79K - $6.62K
|
32.2K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.13KNew |
$140K - $161K
|
3.13K
$161K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
442+ 1.39% |
$19.8K - $22.7K
|
32.2K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
254+ 2.59% |
$11.4K - $13K
|
10.1K
$517K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
2K+ 1.18% |
$89.6K - $103K
|
171K
$8.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-2.24K- 7.23% |
$100K - $115K
|
28.7K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.19K+ 10.66% |
$233K - $266K
|
53.8K
$2.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1+ 0.01% |
$44.9 - $51.3
|
10K
$516K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.28K- 13.31% |
$57.4K - $65.7K
|
8.33K
$428K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-15.7K- 25.64% |
$706K - $807K
|
45.6K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.08K+ 3.79% |
$318K - $363K
|
194K
$9.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
41.5KNew |
$1.86M - $2.13M
|
41.5K
$2.13M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
827+ 22.52% |
$37.1K - $42.5K
|
4.5K
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.79K+ 9.77% |
$80.5K - $92.1K
|
20.2K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-974- 6.27% |
$43.7K - $50K
|
14.6K
$748K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-173- 2.2% |
$7.77K - $8.88K
|
7.68K
$395K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.6K- 9.24% |
$117K - $134K
|
25.6K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-50.6K- 6.08% |
$2.27M - $2.6M
|
781K
$40.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
307+ 0.55% |
$13.8K - $15.8K
|
56.2K
$2.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
29+ 0.31% |
$1.3K - $1.49K
|
9.26K
$476K
|