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 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
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
46.4K+ 14.56% |
$2.38M - $2.52M
|
365K
$19.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
1.69K+ 8.95% |
$87K - $91.8K
|
20.6K
$1.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
294New |
$15.1K - $15.9K
|
294
$15.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.75K+ 0.98% |
$89.6K - $94.7K
|
180K
$9.42M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
41.4K+ 25.23% |
$2.13M - $2.25M
|
206K
$10.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$51.4 - $54.3
|
4.62K
$242K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-244- 5.9% |
$12.5K - $13.2K
|
3.89K
$204K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-10.8K- 9.12% |
$555K - $586K
|
108K
$5.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
3+ 0.04% |
$154 - $163
|
7.71K
$404K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
5.31K+ 1.9% |
$273K - $288K
|
285K
$15M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-70.2K- 1.22% |
$3.61M - $3.81M
|
5.7M
$299M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.54K- 0.03% |
$182K - $192K
|
11.4M
$598M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.02% |
$154 - $163
|
17.5K
$920K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.4K- 4.19% |
$72.1K - $76.2K
|
32.1K
$1.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
3.88KNew |
$199K - $210K
|
3.88K
$203K
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
9.75K+ 24.8% |
$501K - $529K
|
49.1K
$2.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
290+ 1.66% |
$14.9K - $15.7K
|
17.8K
$934K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10+ 0.21% |
$514 - $543
|
4.82K
$253K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-50- 0.49% |
$2.57K - $2.71K
|
10.2K
$534K
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
50+ 0.72% |
$2.57K - $2.71K
|
7.01K
$368K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-147- 1.76% |
$7.55K - $7.97K
|
8.21K
$431K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.07KNew |
$209K - $221K
|
4.07K
$214K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
SELL
|
- |
-1.15K- 2.27% |
$59.2K - $62.6K
|
49.7K
$2.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.27K+ 6.52% |
$168K - $178K
|
53.4K
$2.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
254+ 1.68% |
$13K - $13.8K
|
15.4K
$807K
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-107K- 26.9% |
$5.5M - $5.81M
|
291K
$15.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-691- 3.0% |
$35.5K - $37.5K
|
22.3K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2K- 6.94% |
$103K - $109K
|
26.8K
$1.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
8.78K+ 7.58% |
$451K - $476K
|
125K
$6.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
715+ 3.25% |
$36.7K - $38.8K
|
22.7K
$1.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 0.59% |
$51.4 - $54.3
|
171
$8.97K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-16.5K- 7.63% |
$847K - $894K
|
199K
$10.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-483- 1.04% |
$24.8K - $26.2K
|
46.1K
$2.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
197+ 2.12% |
$10.1K - $10.7K
|
9.48K
$497K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
28.6K+ 3476.43% |
$1.47M - $1.55M
|
29.4K
$1.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-65- 1.05% |
$3.34K - $3.53K
|
6.15K
$323K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
25.4K+ 16.31% |
$1.31M - $1.38M
|
181K
$9.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.35K+ 57.77% |
$172K - $182K
|
9.16K
$480K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
102K+ 6.72% |
$5.25M - $5.54M
|
1.62M
$85.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-145- 3.5% |
$7.45K - $7.87K
|
4K
$210K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.26K+ 21.37% |
$64.5K - $68.1K
|
7.13K
$374K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-3.45K- 1.37% |
$177K - $187K
|
249K
$13M
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
35.8KNew |
$1.84M - $1.94M
|
35.8K
$1.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-25.2K- 45.71% |
$1.29M - $1.36M
|
29.9K
$1.57M
|
|