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 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
296+ 6.43% |
$15.2K - $16.1K
|
4.9K
$257K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.94K+ 6.78% |
$99.7K - $105K
|
30.5K
$1.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 66.7% |
$585K - $618K
|
28.5K
$1.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
5.09KNew |
$261K - $276K
|
5.09K
$267K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.14K- 3.29% |
$58.7K - $62K
|
33.6K
$1.76M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.76K- 3.95% |
$90.6K - $95.7K
|
42.9K
$2.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.25K+ 21.9% |
$116K - $122K
|
12.5K
$657K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-126- 0.27% |
$6.47K - $6.84K
|
47.4K
$2.49M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-104- 2.32% |
$5.34K - $5.64K
|
4.37K
$229K
|
|
|
Nov 07, 2025
Q3 2025
|
Wernau Asset Management Inc.
Gloucester, MA |
SELL
|
- |
-1.19K- 16.29% |
$61.2K - $64.6K
|
6.12K
$321K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
450+ 3.44% |
$23.1K - $24.4K
|
13.5K
$709K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
13.3KNew |
$684K - $722K
|
13.3K
$698K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
11.2K+ 157.51% |
$574K - $606K
|
18.3K
$958K
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
SELL
|
- |
-150- 3.54% |
$7.71K - $8.14K
|
4.09K
$214K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-291- 4.03% |
$14.9K - $15.8K
|
6.93K
$364K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-3.55K- 2.15% |
$182K - $192K
|
162K
$8.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-23- 0.59% |
$1.18K - $1.25K
|
3.9K
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.21K+ 3.39% |
$113K - $120K
|
67.4K
$3.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.54K+ 0.36% |
$78.9K - $83.3K
|
422K
$22.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
16+ 0.2% |
$822 - $868
|
8.2K
$430K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.7K+ 35.35% |
$87.4K - $92.3K
|
6.51K
$342K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5.72K+ 2.17% |
$294K - $310K
|
270K
$14.1M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-840- 32.71% |
$43.2K - $45.6K
|
1.73K
$90.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
717New |
$36.8K - $38.9K
|
717
$37.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
72.3K+ 42.61% |
$3.71M - $3.92M
|
242K
$12.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.51K+ 4.43% |
$129K - $136K
|
59.2K
$3.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
27.6K+ 15.26% |
$1.42M - $1.5M
|
209K
$10.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-832- 1.61% |
$42.7K - $45.1K
|
50.8K
$2.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
15.4KNew |
$792K - $837K
|
15.4K
$809K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
6.92K+ 49.01% |
$355K - $375K
|
21K
$1.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.94K+ 8.18% |
$99.5K - $105K
|
25.6K
$1.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.66K+ 49.03% |
$239K - $253K
|
14.2K
$743K
|
|
|
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
|
|