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 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.19KNew |
$233K - $266K
|
5.19K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
26.7K+ 64.99% |
$1.2M - $1.37M
|
67.7K
$3.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
31.2K+ 1.56% |
$1.4M - $1.6M
|
2.03M
$105M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-200- 1.19% |
$8.98K - $10.3K
|
16.6K
$858K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
968+ 6.5% |
$43.5K - $49.7K
|
15.9K
$821K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
1+ 0.08% |
$44.9 - $51.3
|
1.33K
$68.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.36K+ 12.94% |
$151K - $173K
|
29.3K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4.41K+ 56.3% |
$198K - $226K
|
12.2K
$634K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-30- 0.13% |
$1.35K - $1.54K
|
23K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.54K+ 26.5% |
$69.2K - $79.2K
|
7.36K
$381K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11.9K- 17.4% |
$534K - $611K
|
56.5K
$2.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-334- 2.85% |
$15K - $17.1K
|
11.4K
$590K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-15.1K- 65.04% |
$678K - $775K
|
8.12K
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
2.34K+ 46.78% |
$105K - $120K
|
7.36K
$381K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-844- 0.2% |
$37.9K - $43.3K
|
424K
$22M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
60.8K+ 25.16% |
$2.73M - $3.12M
|
302K
$15.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-4- 0.01% |
$180 - $205
|
26.7K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-390- 0.31% |
$17.5K - $20K
|
124K
$6.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
30.3K+ 313.24% |
$1.36M - $1.55M
|
39.9K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
26+ 0.22% |
$1.17K - $1.33K
|
12.1K
$624K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
26+ 0.45% |
$1.17K - $1.33K
|
5.77K
$299K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
853+ 1.2% |
$38.3K - $43.8K
|
71.8K
$3.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-38.6K- 89.43% |
$1.73M - $1.98M
|
4.56K
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.96K- 1.6% |
$133K - $152K
|
182K
$9.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
692+ 2.09% |
$31.1K - $35.5K
|
33.8K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.02K+ 18.28% |
$45.6K - $52.2K
|
6.57K
$340K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
715+ 5.27% |
$32.1K - $36.7K
|
14.3K
$740K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
2.92K+ 61.36% |
$131K - $150K
|
7.67K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
888+ 3.29% |
$39.9K - $45.6K
|
27.9K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
322+ 1.85% |
$14.5K - $16.5K
|
17.7K
$916K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-113K- 99.13% |
$5.07M - $5.79M
|
986
$51.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.4K+ 23.84% |
$332K - $380K
|
38.4K
$1.99M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-8.92K- 64.24% |
$400K - $458K
|
4.96K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.75K- 25.03% |
$123K - $141K
|
8.22K
$426K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
6.28K+ 12.74% |
$282K - $322K
|
55.6K
$2.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.04K+ 4.6% |
$46.8K - $53.5K
|
23.7K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
100+ 2.06% |
$4.49K - $5.13K
|
4.96K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
84.3K+ 222.39% |
$3.78M - $4.33M
|
122K
$6.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
6.18K+ 1.3% |
$277K - $317K
|
482K
$25M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
799+ 3.78% |
$35.9K - $41K
|
21.9K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.1KNew |
$229K - $262K
|
5.1K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
104KNew |
$4.67M - $5.34M
|
104K
$5.39M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.1% |
$44.9 - $51.3
|
957
$49.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
64.7K+ 26.84% |
$2.9M - $3.32M
|
306K
$15.8M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-400- 19.1% |
$18K - $20.5K
|
1.69K
$87.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-2.13K- 11.51% |
$95.6K - $109K
|
16.4K
$848K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-672- 9.47% |
$30.2K - $34.5K
|
6.42K
$333K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-21- 19.81% |
$943 - $1.08K
|
85
$4.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1+ 0.01% |
$44.9 - $51.3
|
8.03K
$416K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.06K+ 21.83% |
$407K - $465K
|
50.6K
$2.62M
|