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 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 0.8% |
$4.49K - $5.13K
|
12.4K
$637K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
4.72KNew |
$212K - $242K
|
4.72K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
39.8KNew |
$1.78M - $2.04M
|
39.8K
$2.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.07K+ 9.7% |
$47.9K - $54.8K
|
12.1K
$621K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
802+ 10.36% |
$36K - $41.2K
|
8.54K
$439K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.72K+ 1.38% |
$122K - $139K
|
199K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-869- 4.14% |
$39K - $44.6K
|
20.1K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-26.2K- 88.46% |
$1.17M - $1.34M
|
3.41K
$175K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
185K+ 16.79% |
$8.32M - $9.52M
|
1.29M
$66.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.61K+ 13.93% |
$252K - $288K
|
45.9K
$2.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.27K+ 1.05% |
$102K - $117K
|
218K
$11.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5.28K+ 1.18% |
$237K - $271K
|
452K
$23.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
799+ 2.15% |
$35.9K - $41K
|
37.9K
$1.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.16K- 14.41% |
$52.2K - $59.7K
|
6.91K
$355K
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
62.9KNew |
$2.82M - $3.23M
|
62.9K
$3.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-64- 29.63% |
$2.87K - $3.29K
|
152
$7.81K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
10.5KNew |
$470K - $537K
|
10.5K
$538K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
55.3KNew |
$2.48M - $2.84M
|
55.3K
$2.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-5.96K- 3.91% |
$267K - $306K
|
146K
$7.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-274- 12.96% |
$12.3K - $14.1K
|
1.84K
$94.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-49K- 66.01% |
$2.2M - $2.52M
|
25.3K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.81K+ 191.25% |
$261K - $298K
|
8.85K
$455K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
166+ 2.91% |
$7.45K - $8.52K
|
5.87K
$302K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
47+ 25.68% |
$2.11K - $2.41K
|
230
$11.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
5.62KNew |
$252K - $288K
|
5.62K
$289K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
611New |
$27.4K - $31.4K
|
611
$31.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
37.8K+ 36.79% |
$1.7M - $1.94M
|
141K
$7.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.35K+ 23.11% |
$105K - $120K
|
12.5K
$642K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
149K+ 97.94% |
$6.68M - $7.64M
|
301K
$15.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
18.3KNew |
$820K - $937K
|
18.3K
$938K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-697- 10.06% |
$31.3K - $35.8K
|
6.23K
$320K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-65- 0.77% |
$2.92K - $3.34K
|
8.37K
$430K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
25.2K+ 108.1% |
$1.13M - $1.29M
|
48.4K
$2.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16.1K+ 32.79% |
$724K - $828K
|
65.4K
$3.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
24.2KNew |
$1.09M - $1.24M
|
24.2K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-425- 1.63% |
$19.1K - $21.8K
|
25.6K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
17.4KNew |
$782K - $894K
|
17.4K
$895K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
19.7K+ 48.78% |
$885K - $1.01M
|
60.1K
$3.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-100- 0.89% |
$4.49K - $5.13K
|
11.1K
$572K
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
21.1K+ 5.51% |
$948K - $1.08M
|
404K
$20.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13.8K+ 55.88% |
$618K - $707K
|
38.4K
$1.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.78K+ 11.5% |
$170K - $194K
|
36.6K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
596+ 1.59% |
$26.8K - $30.6K
|
38.2K
$1.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
52.2K+ 6.92% |
$2.34M - $2.68M
|
807K
$41.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-8.23K- 1.92% |
$369K - $423K
|
421K
$21.7M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
71.5K+ 34.1% |
$3.21M - $3.67M
|
281K
$14.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
28K+ 543.55% |
$1.26M - $1.44M
|
33.1K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6+ 0.07% |
$269 - $308
|
9.02K
$464K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-195- 2.54% |
$8.75K - $10K
|
7.47K
$384K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
315+ 3.76% |
$14.1K - $16.2K
|
8.7K
$447K
|