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 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
13.8KNew |
$711K - $751K
|
13.8K
$726K
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-163K- 50.12% |
$8.36M - $8.83M
|
162K
$8.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
12+ 0.29% |
$616 - $651
|
4.11K
$216K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.55M- 51.01% |
$79.6M - $84.1M
|
1.49M
$78.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
3+ 0.02% |
$154 - $163
|
18.2K
$954K
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-3.77K- 10.78% |
$193K - $204K
|
31.2K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
416+ 3.09% |
$21.4K - $22.6K
|
13.9K
$728K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
SELL
|
- |
-423- 3.45% |
$21.7K - $22.9K
|
11.8K
$621K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
82+ 0.6% |
$4.21K - $4.45K
|
13.7K
$719K
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.45K+ 12.27% |
$74.2K - $78.4K
|
13.2K
$694K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
3.14K+ 0.04% |
$161K - $170K
|
8.12M
$426M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.62KNew |
$237K - $250K
|
4.62K
$242K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-34.8K- 18.4% |
$1.79M - $1.89M
|
154K
$8.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-512- 3.0% |
$26.3K - $27.8K
|
16.5K
$867K
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-150- 0.5% |
$7.71K - $8.14K
|
29.8K
$1.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-13- 0.32% |
$668 - $705
|
4K
$210K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
234New |
$12K - $12.7K
|
234
$12.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.1K- 2.37% |
$108K - $114K
|
86.4K
$4.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
175K+ 37.38% |
$8.99M - $9.49M
|
643K
$33.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
1.22K+ 3.12% |
$62.5K - $66K
|
40.3K
$2.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-7- 0.17% |
$360 - $380
|
4.06K
$213K
|
|
|
Nov 03, 2025
Q3 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-144K- 33.22% |
$7.38M - $7.79M
|
289K
$15.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.8K+ 4.66% |
$349K - $369K
|
152K
$8M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.47KNew |
$230K - $243K
|
4.47K
$235K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
3.04K+ 4.78% |
$156K - $165K
|
66.6K
$3.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
7.69KNew |
$395K - $417K
|
7.69K
$403K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
7.06K+ 5.15% |
$363K - $383K
|
144K
$7.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
3.44K+ 5.46% |
$177K - $187K
|
66.5K
$3.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-298- 1.58% |
$15.3K - $16.2K
|
18.6K
$975K
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
20.5K+ 7.3% |
$1.05M - $1.11M
|
301K
$15.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
2.97K+ 5.31% |
$153K - $161K
|
58.9K
$3.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.71K+ 12.52% |
$87.6K - $92.5K
|
15.3K
$804K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
23.9K+ 139.01% |
$1.23M - $1.3M
|
41.1K
$2.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.67K+ 11.12% |
$240K - $254K
|
46.7K
$2.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.12% |
$51.4 - $54.3
|
852
$44.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
180+ 0.81% |
$9.25K - $9.77K
|
22.4K
$1.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-107- 5.0% |
$5.5K - $5.8K
|
2.03K
$107K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-147- 1.65% |
$7.55K - $7.97K
|
8.77K
$460K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-20.7K- 15.2% |
$1.06M - $1.12M
|
115K
$6.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10.2K- 12.18% |
$524K - $553K
|
73.5K
$3.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-50- 0.13% |
$2.57K - $2.71K
|
38.2K
$2M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
139+ 0.39% |
$7.14K - $7.54K
|
36.1K
$1.89M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.72KNew |
$191K - $202K
|
3.72K
$195K
|
|
|
Nov 03, 2025
Q3 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
223+ 4.08% |
$11.5K - $12.1K
|
5.68K
$298K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-600- 11.64% |
$30.8K - $32.6K
|
4.56K
$239K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.92KNew |
$201K - $213K
|
3.92K
$206K
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1+ 0.5% |
$51.4 - $54.3
|
202
$10.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
133+ 2.69% |
$6.83K - $7.22K
|
5.07K
$266K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-7.43K- 1.76% |
$382K - $403K
|
414K
$21.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.24K- 3.01% |
$115K - $122K
|
72.3K
$3.79M
|
|