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 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-826- 54.06% |
$42.4K - $44.8K
|
702
$36.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 3.59% |
$5.14K - $5.43K
|
2.69K
$141K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
100+ 0.9% |
$5.14K - $5.43K
|
11.2K
$588K
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
4.69KNew |
$241K - $254K
|
4.69K
$246K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-63- 0.58% |
$3.24K - $3.42K
|
10.8K
$568K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15.9K+ 345.04% |
$819K - $864K
|
20.6K
$1.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-5.27K- 34.45% |
$271K - $286K
|
10K
$525K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-5.2K- 21.29% |
$267K - $282K
|
19.2K
$1.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-938- 0.89% |
$48.2K - $50.9K
|
104K
$5.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-65.3K- 75.18% |
$3.35M - $3.54M
|
21.5K
$1.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
642+ 13.89% |
$33K - $34.8K
|
5.26K
$276K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 2.03% |
$5.14K - $5.43K
|
4.82K
$253K
|
|
|
Oct 28, 2025
Q3 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
3.07K+ 10.35% |
$158K - $167K
|
32.8K
$1.72M
|
|
|
Oct 28, 2025
Q3 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.14K- 8.12% |
$58.3K - $61.6K
|
12.8K
$673K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.93K- 10.84% |
$202K - $213K
|
32.3K
$1.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-349- 6.92% |
$17.9K - $18.9K
|
4.69K
$246K
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
112+ 0.65% |
$5.75K - $6.08K
|
17.4K
$911K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.53K- 5.55% |
$78.6K - $83K
|
26K
$1.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
38+ 0.96% |
$1.95K - $2.06K
|
3.98K
$209K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
372+ 1.67% |
$19.1K - $20.2K
|
22.6K
$1.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-20.1K- 78.4% |
$1.03M - $1.09M
|
5.54K
$290K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-940- 2.83% |
$48.3K - $51K
|
32.2K
$1.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
79+ 0.5% |
$4.06K - $4.29K
|
15.8K
$830K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-4K- 11.71% |
$205K - $217K
|
30.2K
$1.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
290KNew |
$14.9M - $15.7M
|
290K
$15.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-283- 0.45% |
$14.5K - $15.4K
|
62.2K
$3.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.85K+ 20.34% |
$95.1K - $100K
|
11K
$575K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.04K+ 1.32% |
$53.5K - $56.5K
|
79.7K
$4.18M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
395+ 1.96% |
$20.3K - $21.4K
|
20.5K
$1.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-988- 1.87% |
$50.8K - $53.6K
|
52K
$2.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.97K- 0.07% |
$255K - $270K
|
7.36M
$386M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.44K+ 3.05% |
$73.8K - $77.9K
|
48.5K
$2.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
207+ 0.63% |
$10.6K - $11.2K
|
32.9K
$1.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
125+ 5.26% |
$6.42K - $6.78K
|
2.5K
$131K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-53.1K- 94.8% |
$2.73M - $2.88M
|
2.91K
$153K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
13.3K+ 3.44% |
$681K - $719K
|
399K
$20.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-256- 34.59% |
$13.2K - $13.9K
|
484
$25.4K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
109+ 1.62% |
$5.6K - $5.91K
|
6.82K
$358K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.78K- 7.82% |
$91.4K - $96.5K
|
21K
$1.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
69+ 0.67% |
$3.54K - $3.74K
|
10.4K
$547K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
36+ 5.24% |
$1.85K - $1.95K
|
723
$37.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
98.9K+ 545.21% |
$5.08M - $5.36M
|
117K
$6.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
400+ 5.12% |
$20.5K - $21.7K
|
8.21K
$431K
|
|
|
Oct 27, 2025
Q3 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-7.78K- 9.78% |
$399K - $422K
|
71.7K
$3.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.4K+ 6.96% |
$999K - $1.05M
|
299K
$15.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
319+ 1.78% |
$16.4K - $17.3K
|
18.3K
$957K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-148- 3.76% |
$7.6K - $8.03K
|
3.79K
$199K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-6.64K- 28.28% |
$341K - $360K
|
16.8K
$882K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-200- 0.19% |
$10.3K - $10.9K
|
103K
$5.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
428+ 1.04% |
$22K - $23.2K
|
41.7K
$2.19M
|
|