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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.82K+ 3.23% |
$172K - $196K
|
122K
$6.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-355- 1.79% |
$15.9K - $18.2K
|
19.4K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.39% |
$180 - $205
|
1.03K
$53.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-242- 10.94% |
$10.9K - $12.4K
|
1.97K
$102K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.02KNew |
$136K - $155K
|
3.02K
$157K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-10K- 25.88% |
$450K - $515K
|
28.7K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-9.39K- 3.1% |
$422K - $482K
|
294K
$15.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-2.59K- 5.26% |
$116K - $133K
|
46.7K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
14.2K+ 72.43% |
$636K - $727K
|
33.7K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
48.6K+ 35.77% |
$2.18M - $2.5M
|
185K
$9.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.04K+ 3.73% |
$226K - $259K
|
140K
$7.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.97K+ 66.97% |
$133K - $152K
|
7.41K
$384K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-6.99K- 19.34% |
$314K - $359K
|
29.2K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-1.82K- 5.16% |
$81.5K - $93.2K
|
33.4K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
49.1K+ 324.83% |
$2.21M - $2.52M
|
64.2K
$3.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
13.6K+ 20.41% |
$608K - $696K
|
79.9K
$4.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-36- 0.48% |
$1.62K - $1.85K
|
7.51K
$389K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-912- 5.66% |
$40.9K - $46.8K
|
15.2K
$788K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.45K+ 13.25% |
$200K - $228K
|
38K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-268K- 80.99% |
$12M - $13.7M
|
62.8K
$3.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-4.86K- 17.12% |
$218K - $250K
|
23.5K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
13.5K+ 34.63% |
$605K - $692K
|
52.4K
$2.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-270- 1.84% |
$12.1K - $13.9K
|
14.4K
$747K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
16.6KNew |
$744K - $851K
|
16.6K
$859K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.5K+ 6.87% |
$1.05M - $1.21M
|
365K
$18.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
113K+ 93.72% |
$5.08M - $5.81M
|
234K
$12.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
720+ 12.67% |
$32.3K - $37K
|
6.4K
$332K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 6.79% |
$642K - $735K
|
196K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-257- 0.35% |
$11.5K - $13.2K
|
72.7K
$3.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-871- 2.56% |
$39.1K - $44.7K
|
33.2K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-696- 4.18% |
$31.2K - $35.7K
|
15.9K
$826K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-549- 25.33% |
$24.6K - $28.2K
|
1.62K
$83.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.38% |
$89.8 - $103
|
526
$27.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17K+ 30.45% |
$762K - $872K
|
72.7K
$3.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
33.5KNew |
$1.51M - $1.72M
|
33.5K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
6.1KNew |
$274K - $313K
|
6.1K
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.54K+ 52.23% |
$159K - $182K
|
10.3K
$534K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
4.34KNew |
$195K - $223K
|
4.34K
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
39.9K+ 98.78% |
$1.79M - $2.05M
|
80.4K
$4.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-32.6K- 23.56% |
$1.46M - $1.67M
|
106K
$5.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.14K+ 10.88% |
$51.1K - $58.5K
|
11.6K
$601K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1KNew |
$44.9K - $51.3K
|
1K
$51.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-249- 3.69% |
$11.2K - $12.8K
|
6.49K
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.26K- 1.48% |
$146K - $167K
|
217K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-59- 0.28% |
$2.65K - $3.03K
|
21.1K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
96.7K+ 29.85% |
$4.34M - $4.97M
|
421K
$21.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
34+ 2.87% |
$1.53K - $1.75K
|
1.22K
$63K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
19.4KNew |
$872K - $997K
|
19.4K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
32.9K+ 4.54% |
$1.48M - $1.69M
|
758K
$39.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
5.21KNew |
$234K - $267K
|
5.21K
$270K
|