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 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
BUY
|
- |
283+ 3.48% |
$14.5K - $15.4K
|
8.42K
$441K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
455+ 6.76% |
$23.4K - $24.7K
|
7.19K
$377K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.91K- 1.87% |
$201K - $212K
|
206K
$10.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5+ 0.08% |
$257 - $271
|
6.44K
$338K
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
267+ 2.86% |
$13.7K - $14.5K
|
9.59K
$503K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
24+ 0.09% |
$1.23K - $1.3K
|
25.5K
$1.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
77+ 0.98% |
$3.96K - $4.18K
|
7.91K
$415K
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
BUY
|
- |
7.21K+ 54.49% |
$370K - $391K
|
20.4K
$1.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.93K+ 62.54% |
$407K - $430K
|
20.6K
$1.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-38- 2.02% |
$1.95K - $2.06K
|
1.84K
$96.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
BUY
|
- |
98+ 0.3% |
$5.03K - $5.32K
|
32.5K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2K+ 12.68% |
$103K - $109K
|
17.8K
$933K
|
|
|
Nov 05, 2025
Q3 2025
|
Client First Capital LLC
|
BUY
|
- |
432+ 0.37% |
$22.2K - $23.4K
|
116K
$6.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.39K- 2.21% |
$71.1K - $75.1K
|
61.3K
$3.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.53K+ 12.86% |
$130K - $137K
|
22.2K
$1.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
12.6K+ 2.55% |
$646K - $683K
|
505K
$26.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Eukles Asset Management
|
BUY
|
- |
101+ 46.12% |
$5.19K - $5.48K
|
320
$16.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
460+ 1.64% |
$23.6K - $25K
|
28.5K
$1.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-292- 6.9% |
$15K - $15.8K
|
3.94K
$207K
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-681- 4.89% |
$35K - $36.9K
|
13.3K
$695K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
3.11K+ 12.87% |
$160K - $169K
|
27.3K
$1.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-2.92K- 3.6% |
$150K - $158K
|
78.1K
$4.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1+ 0.02% |
$51.4 - $54.3
|
4.68K
$245K
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.91K+ 9.41% |
$97.9K - $103K
|
22.2K
$1.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
648+ 10.39% |
$33.3K - $35.2K
|
6.89K
$361K
|
|
|
Nov 05, 2025
Q3 2025
|
Thor Trading Advisors, LLC
Greensburg, PA |
BUY
|
- |
16.9K+ 23.09% |
$866K - $915K
|
89.9K
$4.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
21+ 0.14% |
$1.08K - $1.14K
|
15.4K
$806K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
50+ 1.0% |
$2.57K - $2.71K
|
5.07K
$266K
|
|
|
Nov 05, 2025
Q3 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
3.2K+ 4.66% |
$164K - $174K
|
71.9K
$3.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-61.2K- 6.54% |
$3.14M - $3.32M
|
875K
$45.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
40+ 0.14% |
$2.05K - $2.17K
|
29.3K
$1.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
21.4K+ 1.27% |
$1.1M - $1.16M
|
1.7M
$89.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.43K+ 24.56% |
$73.4K - $77.5K
|
7.24K
$380K
|
|
|
Nov 05, 2025
Q3 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-533- 2.49% |
$27.4K - $28.9K
|
20.9K
$1.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.45K+ 335.75% |
$126K - $133K
|
3.18K
$167K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-1.76K- 11.55% |
$90.2K - $95.3K
|
13.5K
$706K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
18+ 0.15% |
$925 - $977
|
11.8K
$619K
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
1.1K+ 2.99% |
$56.4K - $59.5K
|
37.7K
$1.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.37K- 0.99% |
$70.6K - $74.5K
|
138K
$7.23M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-12.9K- 52.11% |
$664K - $701K
|
11.9K
$623K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.94K+ 9.69% |
$99.5K - $105K
|
21.9K
$1.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
529+ 4.37% |
$27.2K - $28.7K
|
12.6K
$663K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.29K- 6.43% |
$426K - $450K
|
121K
$6.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.3K+ 5.16% |
$630K - $665K
|
250K
$13.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-730- 0.3% |
$37.5K - $39.6K
|
241K
$12.6M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-9.97K- 6.33% |
$512K - $541K
|
147K
$7.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-325- 1.27% |
$16.7K - $17.6K
|
25.4K
$1.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
236+ 0.82% |
$12.1K - $12.8K
|
28.9K
$1.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.22K+ 44.61% |
$371K - $392K
|
23.4K
$1.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
778+ 8.12% |
$40K - $42.2K
|
10.4K
$544K
|
|