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 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.37K- 2.45% |
$224K - $237K
|
174K
$9.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
57.2K+ 50.2% |
$2.94M - $3.1M
|
171K
$8.97M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.34K- 2.94% |
$274K - $290K
|
176K
$9.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
4.46KNew |
$229K - $242K
|
4.46K
$234K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
966+ 0.93% |
$49.6K - $52.4K
|
105K
$5.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
73New |
$3.75K - $3.96K
|
73
$3.83K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-41.3K- 66.85% |
$2.12M - $2.24M
|
20.5K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
SELL
|
- |
-280- 0.61% |
$14.4K - $15.2K
|
45.3K
$2.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
101K+ 125.38% |
$5.17M - $5.46M
|
181K
$9.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
485+ 8.95% |
$24.9K - $26.3K
|
5.91K
$310K
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-36- 0.16% |
$1.85K - $1.95K
|
22.1K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5.34K- 10.65% |
$274K - $290K
|
44.8K
$2.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-5.47K- 31.37% |
$281K - $297K
|
12K
$628K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
439New |
$22.6K - $23.8K
|
439
$23K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-853- 7.17% |
$43.8K - $46.3K
|
11K
$579K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
6.18KNew |
$317K - $335K
|
6.18K
$324K
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-2K- 3.64% |
$103K - $109K
|
53K
$2.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-444- 27.02% |
$22.8K - $24.1K
|
1.2K
$62.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
15.2K+ 32.02% |
$779K - $823K
|
62.5K
$3.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.03% |
$103 - $109
|
6.99K
$367K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-174- 1.16% |
$8.94K - $9.44K
|
14.8K
$777K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-153- 16.92% |
$7.86K - $8.3K
|
751
$39.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
5.16K+ 3.22% |
$265K - $280K
|
165K
$8.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-3.52K- 12.86% |
$181K - $191K
|
23.9K
$1.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-802- 2.78% |
$41.2K - $43.5K
|
28.1K
$1.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
817+ 1.47% |
$42K - $44.3K
|
56.3K
$2.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-1.89K- 0.54% |
$97.2K - $103K
|
346K
$18.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.05K+ 69.63% |
$53.8K - $56.9K
|
2.55K
$134K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
14.3KNew |
$735K - $777K
|
14.3K
$751K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
4.33K+ 2.78% |
$222K - $235K
|
160K
$8.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-76K- 4.53% |
$3.91M - $4.12M
|
1.6M
$84M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
1.75K+ 6.29% |
$89.9K - $95K
|
29.6K
$1.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-8.94K- 7.43% |
$459K - $485K
|
111K
$5.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2+ 0.42% |
$103 - $109
|
479
$25.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
576+ 2.62% |
$29.6K - $31.2K
|
22.5K
$1.18M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
158K+ 2.65% |
$8.14M - $8.6M
|
6.14M
$322M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-7.2K- 7.98% |
$370K - $391K
|
83K
$4.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
28+ 0.49% |
$1.44K - $1.52K
|
5.7K
$299K
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
327+ 1.94% |
$16.8K - $17.7K
|
17.1K
$899K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
372+ 2.16% |
$19.1K - $20.2K
|
17.6K
$921K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
2.45K+ 1.46% |
$126K - $133K
|
170K
$8.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.96K- 14.76% |
$152K - $160K
|
17.1K
$895K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.61K+ 2.32% |
$134K - $141K
|
115K
$6.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14.7K+ 18.07% |
$756K - $799K
|
96.2K
$5.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-744- 3.86% |
$38.2K - $40.4K
|
18.6K
$973K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-12.6K- 64.97% |
$647K - $683K
|
6.79K
$356K
|
|
|
Oct 22, 2025
Q3 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-105- 1.1% |
$5.39K - $5.7K
|
9.45K
$496K
|
|
|
Oct 22, 2025
Q3 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.43K- 3.16% |
$73.2K - $77.3K
|
43.7K
$2.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
516+ 3.29% |
$26.5K - $28K
|
16.2K
$850K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
3.86KNew |
$198K - $210K
|
3.86K
$203K
|
|