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 04, 2025
Q3 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
1.03K+ 0.64% |
$53K - $55.9K
|
162K
$8.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-267- 1.82% |
$13.7K - $14.5K
|
14.4K
$756K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-40K- 71.31% |
$2.06M - $2.17M
|
16.1K
$845K
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.09K+ 7.13% |
$56.1K - $59.3K
|
16.4K
$861K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
56.9K+ 252.76% |
$2.93M - $3.09M
|
79.5K
$4.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
528+ 5.87% |
$27.1K - $28.6K
|
9.52K
$499K
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1.9K+ 8.88% |
$97.8K - $103K
|
23.3K
$1.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-467- 5.79% |
$24K - $25.3K
|
7.6K
$399K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15K+ 9.73% |
$771K - $815K
|
169K
$8.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-93- 0.28% |
$4.78K - $5.05K
|
32.9K
$1.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-271- 2.1% |
$13.9K - $14.7K
|
12.6K
$663K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.5K+ 8.74% |
$180K - $190K
|
43.5K
$2.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-702- 1.22% |
$36.1K - $38.1K
|
57K
$2.99M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
12.5KNew |
$644K - $680K
|
12.5K
$658K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-787- 4.23% |
$40.4K - $42.7K
|
17.8K
$934K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-76- 0.31% |
$3.9K - $4.12K
|
24.8K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
138K+ 21.11% |
$7.09M - $7.49M
|
792K
$41.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
547New |
$28.1K - $29.7K
|
547
$28.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-2.68K- 13.27% |
$138K - $145K
|
17.5K
$918K
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
81+ 0.31% |
$4.16K - $4.39K
|
26.5K
$1.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 0.0% |
$103 - $109
|
54.5K
$2.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
485K+ 22.91% |
$24.9M - $26.3M
|
2.6M
$137M
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
16.2K+ 26.95% |
$833K - $880K
|
76.4K
$4.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
SELL
|
- |
-203- 2.97% |
$10.4K - $11K
|
6.63K
$348K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
185+ 1.9% |
$9.5K - $10K
|
9.9K
$519K
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
SELL
|
- |
-8.36K- 15.89% |
$430K - $454K
|
44.3K
$2.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
242+ 0.21% |
$12.4K - $13.1K
|
118K
$6.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-46K- 31.85% |
$2.36M - $2.49M
|
98.4K
$5.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
774+ 0.73% |
$39.8K - $42K
|
107K
$5.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
194KNew |
$9.95M - $10.5M
|
194K
$10.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-1.41M- 34.06% |
$72.2M - $76.3M
|
2.72M
$143M
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-84- 0.16% |
$4.32K - $4.56K
|
53.1K
$2.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
783+ 35.38% |
$40.2K - $42.5K
|
3K
$157K
|
|
|
Nov 04, 2025
Q3 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-220- 2.43% |
$11.3K - $11.9K
|
8.82K
$463K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
3.92K+ 15.79% |
$201K - $213K
|
28.7K
$1.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
173+ 0.22% |
$8.89K - $9.39K
|
79K
$4.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-54.3K- 90.94% |
$2.79M - $2.95M
|
5.42K
$284K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
195+ 0.33% |
$10K - $10.6K
|
59.8K
$3.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
9.86K+ 4.0% |
$507K - $535K
|
256K
$13.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
72.9K+ 50.68% |
$3.75M - $3.96M
|
217K
$11.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-195- 0.2% |
$10K - $10.6K
|
97.6K
$5.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-348- 1.67% |
$17.9K - $18.9K
|
20.4K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
620+ 154.61% |
$31.8K - $33.6K
|
1.02K
$53.6K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.84K+ 4.79% |
$351K - $371K
|
150K
$7.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.7M+ 20.16% |
$190M - $201M
|
22M
$1.16B
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-713- 11.49% |
$36.6K - $38.7K
|
5.49K
$288K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
47.9K+ 235.36% |
$2.46M - $2.6M
|
68.3K
$3.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2.94K- 8.27% |
$151K - $159K
|
32.6K
$1.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2+ 0.02% |
$103 - $109
|
8.32K
$436K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.54K- 9.53% |
$79.3K - $83.8K
|
14.7K
$769K
|
|