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 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-144- 0.67% |
$6.46K - $7.39K
|
21.4K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-32.2K- 57.48% |
$1.45M - $1.66M
|
23.8K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-40- 9.88% |
$1.8K - $2.05K
|
365
$18.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
275+ 1.81% |
$12.3K - $14.1K
|
15.5K
$801K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
101K+ 69.59% |
$4.53M - $5.18M
|
246K
$12.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21.9K+ 3159.45% |
$983K - $1.12M
|
22.6K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-8.23K- 25.88% |
$369K - $423K
|
23.6K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-25- 0.2% |
$1.12K - $1.28K
|
12.7K
$658K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
72.5KNew |
$3.25M - $3.72M
|
72.5K
$3.75M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
201K+ 73.81% |
$9.01M - $10.3M
|
473K
$24.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-33- 0.21% |
$1.48K - $1.69K
|
15.8K
$818K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
466K+ 7190.87% |
$20.9M - $23.9M
|
473K
$24.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
51.9K+ 13.43% |
$2.33M - $2.66M
|
438K
$22.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-411- 0.95% |
$18.4K - $21.1K
|
42.8K
$2.22M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
687+ 13.81% |
$30.8K - $35.3K
|
5.66K
$293K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
94New |
$4.22K - $4.83K
|
94
$4.87K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
12+ 0.09% |
$539 - $616
|
13K
$675K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.11K- 6.53% |
$49.8K - $57K
|
15.9K
$824K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.62K+ 11.87% |
$252K - $289K
|
53K
$2.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.92K+ 2.79% |
$86.3K - $98.7K
|
70.9K
$3.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.5K+ 12.99% |
$67.3K - $77K
|
13K
$676K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
CALL |
2.5KNew |
$112K - $128K
|
2.5K
$130K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
23.3K+ 81.91% |
$1.05M - $1.2M
|
51.8K
$2.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
709+ 6.15% |
$31.8K - $36.4K
|
12.2K
$634K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
770+ 0.91% |
$34.6K - $39.5K
|
85.6K
$4.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
6.65KNew |
$299K - $341K
|
6.65K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
2.78K+ 3.36% |
$125K - $142K
|
85.3K
$4.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
48+ 0.15% |
$2.15K - $2.46K
|
31.8K
$1.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.56KNew |
$115K - $131K
|
2.56K
$133K
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
17.1KNew |
$770K - $880K
|
17.1K
$888K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
74.9KNew |
$3.36M - $3.85M
|
74.9K
$3.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.29K+ 3.42% |
$193K - $220K
|
130K
$6.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.32K+ 8.79% |
$104K - $119K
|
28.7K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1.5K- 18.59% |
$67.3K - $77K
|
6.57K
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-724- 0.93% |
$32.5K - $37.2K
|
77.5K
$4.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-848- 1.78% |
$38.1K - $43.5K
|
46.8K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
16.7KNew |
$749K - $857K
|
16.7K
$864K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-819- 5.66% |
$36.8K - $42K
|
13.7K
$707K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
231+ 18.48% |
$10.4K - $11.9K
|
1.48K
$76.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
6.95K+ 60.24% |
$312K - $357K
|
18.5K
$958K
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-5.57K- 7.0% |
$250K - $286K
|
74K
$3.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-830- 3.98% |
$37.3K - $42.6K
|
20K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-4.35K- 11.1% |
$195K - $223K
|
34.8K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.18K+ 37.89% |
$53K - $60.6K
|
4.29K
$222K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.16KNew |
$187K - $213K
|
4.16K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-484- 3.52% |
$21.7K - $24.8K
|
13.3K
$687K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-328- 3.74% |
$14.7K - $16.8K
|
8.44K
$437K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
924+ 6.48% |
$41.5K - $47.4K
|
15.2K
$787K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.22K- 2.91% |
$54.9K - $62.8K
|
40.8K
$2.11M
|