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 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
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-210- 3.57% |
$10.8K - $11.4K
|
5.67K
$297K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-300- 0.49% |
$15.4K - $16.3K
|
61K
$3.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
9+ 0.18% |
$462 - $488
|
4.98K
$261K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.17K- 4.08% |
$60.1K - $63.5K
|
27.5K
$1.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
2.79K+ 2.58% |
$143K - $151K
|
111K
$5.81M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
50+ 1.29% |
$2.57K - $2.71K
|
3.94K
$206K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 7.83% |
$51.8K - $54.7K
|
13.9K
$728K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
5.62KNew |
$289K - $305K
|
5.62K
$295K
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-297- 10.25% |
$15.3K - $16.1K
|
2.6K
$136K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
117+ 1.97% |
$6.01K - $6.35K
|
6.07K
$318K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
111K+ 22.77% |
$5.7M - $6.02M
|
598K
$31.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-5.12K- 56.06% |
$263K - $278K
|
4.02K
$211K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-15.2K- 52.66% |
$780K - $824K
|
13.6K
$716K
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
127KNew |
$6.54M - $6.91M
|
127K
$6.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.01KNew |
$206K - $218K
|
4.01K
$210K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-642- 0.84% |
$33K - $34.8K
|
76.2K
$3.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.24K+ 1.02% |
$63.6K - $67.2K
|
123K
$6.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
800New |
$41.1K - $43.4K
|
800
$42K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-7.02K- 49.02% |
$361K - $381K
|
7.3K
$383K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.58K+ 125.35% |
$133K - $140K
|
4.64K
$243K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.58KNew |
$133K - $140K
|
2.58K
$135K
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
1.3KNew |
$66.8K - $70.6K
|
1.3K
$68.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
33K+ 6.33% |
$1.7M - $1.79M
|
554K
$29.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4+ 0.04% |
$205 - $217
|
9K
$472K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.24K- 2.05% |
$63.9K - $67.5K
|
59.4K
$3.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.72K- 11.33% |
$88.4K - $93.3K
|
13.5K
$706K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-122- 10.07% |
$6.27K - $6.62K
|
1.09K
$57.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.51K+ 0.54% |
$77.8K - $82.1K
|
281K
$14.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-700- 4.96% |
$36K - $38K
|
13.4K
$703K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
374+ 3.79% |
$19.2K - $20.3K
|
10.3K
$538K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4+ 0.04% |
$205 - $217
|
11.4K
$598K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.64K+ 0.65% |
$136K - $143K
|
409K
$21.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-1.06K- 0.9% |
$54.3K - $57.3K
|
117K
$6.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-100- 47.85% |
$5.14K - $5.43K
|
109
$5.72K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.84K+ 4.53% |
$506K - $534K
|
227K
$11.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
910+ 13.68% |
$46.7K - $49.4K
|
7.56K
$397K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-2.96K- 8.53% |
$152K - $160K
|
31.7K
$1.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
11.3K+ 2.72% |
$580K - $612K
|
426K
$22.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
10.1KNew |
$521K - $550K
|
10.1K
$532K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
794+ 1.42% |
$40.8K - $43.1K
|
56.6K
$2.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-325- 2.93% |
$16.7K - $17.6K
|
10.8K
$564K
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.17K- 6.82% |
$60K - $63.4K
|
16K
$837K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-4.52K- 7.6% |
$232K - $245K
|
54.9K
$2.88M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.13K+ 30.77% |
$263K - $278K
|
21.8K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
36.9K+ 45.86% |
$1.9M - $2M
|
117K
$6.16M
|
|