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 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.26K- 18.81% |
$270K - $285K
|
22.7K
$1.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1+ 0.01% |
$51.4 - $54.3
|
7.75K
$406K
|
|
|
Nov 06, 2025
Q3 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
2.32K+ 31.07% |
$119K - $126K
|
9.8K
$514K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
SELL
|
- |
-46- 0.06% |
$2.36K - $2.5K
|
76.5K
$4.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-3.45K- 3.43% |
$177K - $187K
|
97.2K
$5.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-67- 4.46% |
$3.44K - $3.63K
|
1.43K
$75.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-3.29K- 5.66% |
$169K - $178K
|
54.8K
$2.87M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-166K- 6.47% |
$8.5M - $8.98M
|
2.39M
$126M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
PUT |
-4.9M- 49.5% |
$252M - $266M
|
5M
$262M
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.23% |
$51.4 - $54.3
|
439
$23K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.99K+ 7.98% |
$359K - $379K
|
94.6K
$4.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-74.7K- 34.68% |
$3.84M - $4.05M
|
141K
$7.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.13KNew |
$212K - $224K
|
4.13K
$216K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
99.6K+ 21.32% |
$5.12M - $5.41M
|
567K
$29.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
413+ 0.59% |
$21.2K - $22.4K
|
70.7K
$3.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-23.2K- 11.83% |
$1.19M - $1.26M
|
173K
$9.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-194- 0.65% |
$9.97K - $10.5K
|
29.8K
$1.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
13.7K+ 5.05% |
$701K - $741K
|
284K
$14.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
198+ 5.14% |
$10.2K - $10.7K
|
4.05K
$212K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-153K- 13.55% |
$7.85M - $8.29M
|
975K
$51.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.1K- 6.79% |
$980K - $1.04M
|
262K
$13.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
547New |
$28.1K - $29.7K
|
547
$28.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.45K+ 2.7% |
$74.5K - $78.7K
|
55.2K
$2.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-2.37K- 10.15% |
$122K - $128K
|
21K
$1.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
4.92K+ 12.23% |
$253K - $267K
|
45.2K
$2.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-2.12K- 4.02% |
$109K - $115K
|
50.7K
$2.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
200+ 6.49% |
$10.3K - $10.9K
|
3.28K
$172K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.01K+ 17.59% |
$411K - $434K
|
53.5K
$2.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.74K- 2.6% |
$141K - $148K
|
103K
$5.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.45K- 14.21% |
$74.6K - $78.8K
|
8.77K
$460K
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-9.21K- 28.78% |
$473K - $499K
|
22.8K
$1.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
4.95K+ 0.76% |
$254K - $269K
|
655K
$34.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
998+ 6.04% |
$51.3K - $54.1K
|
17.5K
$919K
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
220+ 3.47% |
$11.3K - $11.9K
|
6.57K
$344K
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
BUY
|
- |
3.72KNew |
$191K - $202K
|
3.72K
$195K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-228- 0.79% |
$11.7K - $12.4K
|
28.6K
$1.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
SELL
|
- |
-28.3K- 59.3% |
$1.45M - $1.54M
|
19.4K
$1.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
67+ 0.4% |
$3.44K - $3.63K
|
16.9K
$886K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.3K+ 1.62% |
$1.92M - $2.02M
|
2.34M
$123M
|
|
|
Nov 06, 2025
Q3 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
10KNew |
$514K - $543K
|
10K
$525K
|
|
|
Nov 06, 2025
Q3 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
17.8K+ 3.62% |
$915K - $967K
|
510K
$26.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.2K+ 19.05% |
$61.8K - $65.3K
|
7.52K
$394K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.39K- 13.15% |
$174K - $184K
|
22.4K
$1.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.5K+ 35.05% |
$77.2K - $81.5K
|
5.79K
$304K
|
|
|
Nov 05, 2025
Q3 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-9.52K- 34.24% |
$489K - $516K
|
18.3K
$958K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22.5K+ 26.24% |
$1.15M - $1.22M
|
108K
$5.67M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-401- 2.69% |
$20.6K - $21.8K
|
14.5K
$760K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.66KNew |
$239K - $253K
|
4.66K
$244K
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
2.45K+ 25.38% |
$126K - $133K
|
12.1K
$635K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
270+ 6.46% |
$13.9K - $14.6K
|
4.45K
$233K
|
|