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
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.24K- 3.01% |
$115K - $122K
|
72.3K
$3.79M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-16.2K- 70.17% |
$833K - $880K
|
6.9K
$362K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-7.26K- 12.9% |
$373K - $394K
|
49K
$2.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-28.9K- 55.97% |
$1.49M - $1.57M
|
22.8K
$1.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
42+ 0.3% |
$2.16K - $2.28K
|
14.2K
$747K
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-20- 0.48% |
$1.03K - $1.09K
|
4.18K
$219K
|
|
|
Nov 03, 2025
Q3 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
58.7K+ 375.56% |
$3.02M - $3.18M
|
74.3K
$3.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.78K+ 25.77% |
$399K - $422K
|
37.9K
$1.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
859New |
$44.1K - $46.6K
|
859
$45.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-332- 0.81% |
$17.1K - $18K
|
40.8K
$2.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.19% |
$51.4 - $54.3
|
531
$27.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
4.82K+ 6.1% |
$247K - $261K
|
83.8K
$4.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
104+ 0.9% |
$5.34K - $5.64K
|
11.7K
$614K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.85K+ 10.4% |
$198K - $209K
|
40.9K
$2.14M
|
|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-4.1K- 6.13% |
$211K - $222K
|
62.8K
$3.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
4.41K+ 10.8% |
$226K - $239K
|
45.2K
$2.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-7- 0.12% |
$360 - $380
|
6.07K
$318K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-59- 0.98% |
$3.03K - $3.2K
|
5.94K
$311K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
238K+ 37.98% |
$12.2M - $12.9M
|
863K
$45.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.12K+ 55.4% |
$211K - $223K
|
11.5K
$606K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 0.3% |
$103 - $109
|
676
$35.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-200- 4.32% |
$10.3K - $10.9K
|
4.43K
$232K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-750- 26.05% |
$38.5K - $40.7K
|
2.13K
$112K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
685+ 2.05% |
$35.2K - $37.2K
|
34.1K
$1.79M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5.28K- 43.17% |
$271K - $286K
|
6.95K
$364K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.38K+ 10.35% |
$70.7K - $74.7K
|
14.7K
$770K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
957+ 3.63% |
$49.2K - $51.9K
|
27.4K
$1.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.08K- 18.16% |
$107K - $113K
|
9.37K
$492K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
107+ 0.16% |
$5.5K - $5.8K
|
67.7K
$3.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
195+ 2.44% |
$10K - $10.6K
|
8.18K
$429K
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
10.4K+ 31.18% |
$536K - $566K
|
43.9K
$2.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.53K- 3.88% |
$78.7K - $83.1K
|
37.9K
$1.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
879+ 22.26% |
$45.2K - $47.7K
|
4.83K
$253K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.28K- 10.18% |
$374K - $395K
|
64.2K
$3.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-24.4K- 57.79% |
$1.25M - $1.32M
|
17.8K
$934K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.29K- 9.7% |
$66.1K - $69.8K
|
12K
$628K
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
343+ 5.5% |
$17.6K - $18.6K
|
6.59K
$345K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-162- 0.82% |
$8.32K - $8.79K
|
19.6K
$1.03M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
849+ 6.69% |
$43.6K - $46.1K
|
13.5K
$710K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
776+ 5.5% |
$39.9K - $42.1K
|
14.9K
$781K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.63K+ 60.72% |
$135K - $143K
|
6.97K
$366K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
8.57K+ 77.21% |
$440K - $465K
|
19.7K
$1.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-395- 3.36% |
$20.3K - $21.4K
|
11.4K
$595K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-164- 1.31% |
$8.42K - $8.9K
|
12.3K
$647K
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5.77KNew |
$296K - $313K
|
5.77K
$303K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.4K- 16.39% |
$635K - $670K
|
63K
$3.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
519K+ 16.6% |
$26.7M - $28.2M
|
3.65M
$191M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
38.5KNew |
$1.98M - $2.09M
|
38.5K
$2.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-646- 0.9% |
$33.2K - $35K
|
71.4K
$3.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.91K- 8.73% |
$98K - $103K
|
19.9K
$1.05M
|
|