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 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-997- 9.92% |
$51.2K - $54.1K
|
9.05K
$475K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
3.82K+ 10.24% |
$196K - $207K
|
41.1K
$2.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
7+ 0.16% |
$360 - $380
|
4.41K
$231K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
384+ 0.82% |
$19.7K - $20.8K
|
47.5K
$2.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.86K- 0.84% |
$95.7K - $101K
|
220K
$11.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.7K+ 36.79% |
$704K - $743K
|
51K
$2.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
8.87K+ 17.79% |
$456K - $481K
|
58.8K
$3.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-25- 0.55% |
$1.28K - $1.36K
|
4.5K
$236K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
89.1K+ 80.99% |
$4.58M - $4.83M
|
199K
$10.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
4.17KNew |
$214K - $226K
|
4.17K
$219K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-235- 0.05% |
$12.1K - $12.7K
|
446K
$23.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.45KNew |
$485K - $512K
|
9.45K
$495K
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
4.62KNew |
$238K - $251K
|
4.62K
$243K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-32- 9.01% |
$1.64K - $1.74K
|
323
$16.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.22K+ 19.06% |
$114K - $121K
|
13.9K
$729K
|
|
|
Oct 15, 2025
Q3 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-854- 1.87% |
$43.9K - $46.3K
|
44.9K
$2.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-871- 13.87% |
$44.7K - $47.3K
|
5.41K
$284K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
100New |
$5.14K - $5.43K
|
100
$5.25K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
98.6K+ 13.66% |
$5.07M - $5.35M
|
821K
$43M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-4.71K- 2.1% |
$242K - $255K
|
219K
$11.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
14.4K+ 45.75% |
$739K - $780K
|
45.8K
$2.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
666+ 15.67% |
$34.2K - $36.1K
|
4.92K
$258K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
35.2K+ 39.45% |
$1.81M - $1.91M
|
125K
$6.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
14.1K+ 55.34% |
$725K - $766K
|
39.6K
$2.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
19.5K+ 47.21% |
$1M - $1.06M
|
60.8K
$3.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-22- 0.11% |
$1.13K - $1.19K
|
20.2K
$1.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
19+ 0.12% |
$976 - $1.03K
|
15.3K
$802K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
523+ 1.03% |
$26.9K - $28.4K
|
51.2K
$2.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.16K+ 5.36% |
$59.3K - $62.7K
|
22.7K
$1.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
300+ 4.29% |
$15.4K - $16.3K
|
7.3K
$383K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-5.49K- 17.73% |
$282K - $298K
|
25.5K
$1.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-46.9K- 13.62% |
$2.41M - $2.54M
|
297K
$15.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
5.14KNew |
$264K - $279K
|
5.14K
$270K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-65.1K- 97.7% |
$3.35M - $3.53M
|
1.53K
$80.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
23.6KNew |
$1.21M - $1.28M
|
23.6K
$1.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
7.4KNew |
$380K - $402K
|
7.4K
$388K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
761+ 801.05% |
$39.1K - $41.3K
|
856
$44.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.5KNew |
$951K - $1M
|
18.5K
$971K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
466K+ 1211.07% |
$23.9M - $25.3M
|
504K
$26.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
312+ 30.98% |
$16K - $16.9K
|
1.32K
$69.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.36K+ 1.62% |
$70K - $73.9K
|
85.2K
$4.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-17K- 5.07% |
$871K - $920K
|
318K
$16.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.28K+ 9.79% |
$65.5K - $69.2K
|
14.3K
$750K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
781+ 6.24% |
$40.1K - $42.4K
|
13.3K
$697K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-103- 2.54% |
$5.29K - $5.59K
|
3.95K
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.45K+ 623.98% |
$126K - $133K
|
2.84K
$149K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-527- 2.83% |
$27.1K - $28.6K
|
18.1K
$947K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
28.2K+ 2.5% |
$1.45M - $1.53M
|
1.16M
$60.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.51K- 13.79% |
$129K - $136K
|
15.7K
$822K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
SELL
|
- |
-6.68K- 2.1% |
$343K - $362K
|
311K
$16.3M
|
|