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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.16K+ 4.22% |
$59.7K - $63K
|
28.7K
$1.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
452+ 5.72% |
$23.2K - $24.5K
|
8.36K
$438K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
132+ 1.72% |
$6.78K - $7.16K
|
7.83K
$411K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
29+ 0.23% |
$1.49K - $1.57K
|
12.7K
$665K
|
|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-266- 0.45% |
$13.7K - $14.4K
|
58.6K
$3.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-4.96K- 3.58% |
$255K - $269K
|
134K
$7.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
164New |
$8.42K - $8.9K
|
164
$8.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-36.5K- 41.62% |
$1.88M - $1.98M
|
51.2K
$2.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
5.63K+ 5.67% |
$289K - $305K
|
105K
$5.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.56KNew |
$491K - $519K
|
9.56K
$501K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 2.17% |
$77.2K - $81.5K
|
67.7K
$3.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
325+ 5.09% |
$16.7K - $17.6K
|
6.7K
$352K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-174- 16.98% |
$8.94K - $9.44K
|
851
$44.6K
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-938- 0.93% |
$48.2K - $50.9K
|
100K
$5.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.21KNew |
$370K - $391K
|
7.21K
$378K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-188- 1.18% |
$9.66K - $10.2K
|
15.7K
$824K
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.88K+ 3.76% |
$148K - $156K
|
79.5K
$4.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
526+ 9.29% |
$27K - $28.5K
|
6.19K
$325K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.3% |
$154 - $163
|
1.01K
$52.9K
|
|