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
|
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
|
|
|
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
|
|