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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
7.25KNew |
$296K - $332K
|
7.25K
$375K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.72K- 9.73% |
$70.3K - $78.7K
|
16K
$826K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-250- 3.29% |
$10.2K - $11.4K
|
7.36K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
226+ 10.51% |
$9.23K - $10.3K
|
2.38K
$123K
|
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
CALL |
200K+ 36.36% |
$8.17M - $9.15M
|
750K
$38.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.6KNew |
$188K - $210K
|
4.6K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-12.5K- 3.1% |
$512K - $573K
|
391K
$20.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
584K+ 237.34% |
$23.8M - $26.7M
|
830K
$42.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-376K- 43.38% |
$15.3M - $17.2M
|
490K
$25.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 21.05% |
$163 - $183
|
23
$1.19K
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-119- 0.93% |
$4.86K - $5.44K
|
12.7K
$657K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.16K+ 2.06% |
$211K - $236K
|
255K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 20.0% |
$1.23K - $1.37K
|
120
$6.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
65.8KNew |
$2.69M - $3.01M
|
65.8K
$3.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
61.3K+ 29.36% |
$2.5M - $2.8M
|
270K
$14M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.71KNew |
$69.9K - $78.3K
|
1.71K
$88.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
121K+ 29.45% |
$4.95M - $5.55M
|
533K
$27.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.77MNew |
$72.1M - $80.7M
|
1.77M
$91.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.07K- 12.96% |
$43.7K - $48.9K
|
7.19K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13.9K+ 15.85% |
$566K - $634K
|
101K
$5.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
28.1K+ 25.39% |
$1.15M - $1.28M
|
139K
$7.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
59+ 0.07% |
$2.41K - $2.7K
|
88.1K
$4.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
5.38KNew |
$220K - $246K
|
5.38K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
21.5KNew |
$879K - $985K
|
21.5K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
40+ 0.32% |
$1.63K - $1.83K
|
12.7K
$657K
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
- |
38KNew |
$1.55M - $1.74M
|
38K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
PUT |
25KNew |
$1.02M - $1.14M
|
25K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-55K- 49.69% |
$2.25M - $2.52M
|
55.7K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-369- 2.32% |
$15.1K - $16.9K
|
15.6K
$804K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-7.76KClosed |
$317K - $355K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
4.52KNew |
$184K - $207K
|
4.52K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6- 0.07% |
$245 - $274
|
8.97K
$464K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
374+ 11.33% |
$15.3K - $17.1K
|
3.67K
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.61K- 15.82% |
$65.9K - $73.8K
|
8.59K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
7.12K+ 75.24% |
$291K - $325K
|
16.6K
$857K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.56KNew |
$186K - $209K
|
4.56K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-300- 4.8% |
$12.3K - $13.7K
|
5.96K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
72+ 1.35% |
$2.94K - $3.29K
|
5.39K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.33K+ 48.09% |
$340K - $381K
|
25.6K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
24+ 0.37% |
$980 - $1.1K
|
6.58K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
8.49K+ 45.4% |
$347K - $389K
|
27.2K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-36- 2.26% |
$1.47K - $1.65K
|
1.56K
$80.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
60.5K+ 602.07% |
$2.47M - $2.77M
|
70.6K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-136- 2.72% |
$5.55K - $6.22K
|
4.87K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$414K - $464K
|
10.1K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
665+ 11.44% |
$27.2K - $30.4K
|
6.48K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2KNew |
$81.7K - $91.5K
|
2K
$103K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-28K- 9.57% |
$1.14M - $1.28M
|
264K
$13.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
845+ 56.6% |
$34.5K - $38.7K
|
2.34K
$121K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-100- 1.36% |
$4.08K - $4.57K
|
7.23K
$374K
|