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 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.57K- 2.59% |
$70.5K - $80.6K
|
59K
$3.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-295K- 43.21% |
$13.2M - $15.1M
|
388K
$20.1M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-77- 1.03% |
$3.46K - $3.95K
|
7.43K
$385K
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
12.5KNew |
$563K - $644K
|
12.5K
$649K
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-258- 1.09% |
$11.6K - $13.2K
|
23.4K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-550- 0.2% |
$24.7K - $28.2K
|
277K
$14.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-6.69K- 4.11% |
$300K - $343K
|
156K
$8.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3.57K+ 13.14% |
$160K - $183K
|
30.8K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
388K+ 2709.39% |
$17.4M - $19.9M
|
403K
$20.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-930- 2.48% |
$41.7K - $47.7K
|
36.5K
$1.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.4KNew |
$198K - $226K
|
4.4K
$228K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
820+ 15.67% |
$36.8K - $42.1K
|
6.05K
$314K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.22KNew |
$324K - $371K
|
7.22K
$374K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
37New |
$1.66K - $1.9K
|
37
$1.92K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-6.11K- 11.84% |
$274K - $314K
|
45.5K
$2.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
12.9KNew |
$580K - $663K
|
12.9K
$669K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-924- 6.02% |
$41.5K - $47.4K
|
14.4K
$748K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
36K+ 188.5% |
$1.62M - $1.85M
|
55.1K
$2.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
2.44K+ 4.37% |
$110K - $125K
|
58.4K
$3.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.04K- 4.9% |
$46.8K - $53.5K
|
20.2K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.6K+ 58.15% |
$522K - $598K
|
31.7K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.16K- 88.02% |
$276K - $316K
|
838
$43.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-2.19K- 3.71% |
$98.3K - $112K
|
56.8K
$2.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.05K+ 1.91% |
$272K - $311K
|
322K
$16.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.34K- 15.35% |
$150K - $171K
|
18.4K
$953K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.14K+ 15.58% |
$51.2K - $58.5K
|
8.46K
$438K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
309New |
$13.9K - $15.9K
|
309
$16K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-250- 3.78% |
$11.2K - $12.8K
|
6.37K
$330K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-324- 2.6% |
$14.5K - $16.6K
|
12.1K
$629K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.9K+ 8.58% |
$623K - $712K
|
176K
$9.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.17KNew |
$187K - $214K
|
4.17K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-3.34K- 1.39% |
$150K - $171K
|
237K
$12.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-650- 0.79% |
$29.2K - $33.4K
|
81.2K
$4.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.6K+ 31.53% |
$925K - $1.06M
|
86K
$4.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
115+ 0.76% |
$5.16K - $5.9K
|
15.3K
$791K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.78K+ 10.37% |
$80.1K - $91.6K
|
19K
$984K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
901+ 0.22% |
$40.4K - $46.3K
|
419K
$21.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$135 - $154
|
11.6K
$601K
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
835+ 3.43% |
$37.5K - $42.9K
|
25.2K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$44.9 - $51.3
|
5.4K
$280K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.52K+ 9.45% |
$203K - $232K
|
52.4K
$2.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-8.13K- 31.93% |
$365K - $417K
|
17.3K
$898K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
798+ 11.43% |
$35.8K - $41K
|
7.78K
$403K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
250+ 0.96% |
$11.2K - $12.8K
|
26.2K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
6.88K+ 2.35% |
$309K - $353K
|
300K
$15.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
354K+ 4467.1% |
$15.9M - $18.2M
|
362K
$18.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
20+ 0.43% |
$898 - $1.03K
|
4.7K
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.6K- 1.17% |
$71.8K - $82.1K
|
136K
$7.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.36K- 11.23% |
$151K - $172K
|
26.5K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
11.7KNew |
$524K - $599K
|
11.7K
$604K
|