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 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
3.36K+ 26.3% |
$151K - $172K
|
16.1K
$835K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
2.78K+ 8.2% |
$125K - $143K
|
36.6K
$1.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.55K- 26.24% |
$69.4K - $79.4K
|
4.35K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.96K- 1.14% |
$312K - $357K
|
603K
$31.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
163New |
$7.32K - $8.37K
|
163
$8.44K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.88K+ 4.81% |
$399K - $456K
|
194K
$10M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
138+ 6.42% |
$6.19K - $7.08K
|
2.29K
$119K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-861- 1.01% |
$38.7K - $44.2K
|
84.6K
$4.38M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-4.23K- 8.48% |
$190K - $217K
|
45.6K
$2.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
7.45K+ 4.99% |
$334K - $382K
|
157K
$8.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-400- 0.47% |
$18K - $20.5K
|
84K
$4.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.02K- 1.95% |
$90.5K - $104K
|
101K
$5.24M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
45+ 0.47% |
$2.02K - $2.31K
|
9.64K
$500K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.45K+ 0.79% |
$65.1K - $74.4K
|
185K
$9.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
6.53K+ 1.03% |
$293K - $335K
|
639K
$33.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
28.6K+ 81.25% |
$1.28M - $1.47M
|
63.7K
$3.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
754+ 13.17% |
$33.8K - $38.7K
|
6.48K
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.73K+ 1.22% |
$77.5K - $88.6K
|
144K
$7.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.17K+ 18.32% |
$187K - $214K
|
26.9K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
10+ 0.07% |
$449 - $513
|
14.5K
$751K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
40.7K+ 24.46% |
$1.83M - $2.09M
|
207K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
681+ 1.25% |
$30.6K - $35K
|
55K
$2.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
95+ 2.09% |
$4.26K - $4.88K
|
4.65K
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.21K+ 92.66% |
$234K - $268K
|
10.8K
$561K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-393- 2.87% |
$17.6K - $20.2K
|
13.3K
$690K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-7K- 41.18% |
$314K - $359K
|
10K
$518K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
4.27K+ 2.42% |
$191K - $219K
|
180K
$9.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.23K+ 4.8% |
$55.1K - $63K
|
26.8K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
7.96KNew |
$358K - $409K
|
7.96K
$413K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-35- 2.18% |
$1.57K - $1.8K
|
1.57K
$81.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2.11K- 21.51% |
$94.6K - $108K
|
7.69K
$398K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
38+ 0.21% |
$1.71K - $1.95K
|
17.9K
$926K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-9K- 1.13% |
$404K - $462K
|
790K
$40.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15.5K+ 36.55% |
$696K - $796K
|
57.9K
$3M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.08% |
$314 - $359
|
9.28K
$481K
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-67.3K- 74.29% |
$3.02M - $3.46M
|
23.3K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
21.9KNew |
$984K - $1.12M
|
21.9K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
89+ 3.07% |
$4K - $4.57K
|
2.99K
$155K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-493K- 32.68% |
$22.1M - $25.3M
|
1.02M
$52.7M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
167New |
$7.5K - $8.57K
|
167
$8.65K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
104K+ 20.54% |
$4.65M - $5.32M
|
608K
$31.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 1.42% |
$1.12K - $1.28K
|
1.73K
$89.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-6.95K- 9.82% |
$312K - $357K
|
63.8K
$3.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
7.62K+ 35.94% |
$342K - $391K
|
28.8K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-404- 0.51% |
$18.1K - $20.7K
|
79.3K
$4.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-360- 22.77% |
$16.2K - $18.5K
|
1.22K
$63.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
2.56K+ 6.55% |
$115K - $132K
|
41.7K
$2.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.02M+ 26.45% |
$90.5M - $104M
|
9.64M
$499M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-490- 13.98% |
$22K - $25.2K
|
3.02K
$156K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.22M+ 485.8% |
$54.8M - $62.6M
|
1.47M
$76.2M
|