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 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
12.2K+ 2.67% |
$626K - $661K
|
468K
$24.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.95K+ 4.23% |
$100K - $106K
|
47.9K
$2.51M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-345- 4.48% |
$17.7K - $18.7K
|
7.35K
$385K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4+ 0.03% |
$205 - $217
|
14.8K
$777K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 1.22% |
$1.49K - $1.57K
|
2.41K
$126K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
912+ 5.51% |
$46.8K - $49.5K
|
17.5K
$917K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-26.2K- 7.08% |
$1.35M - $1.42M
|
344K
$18M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
SELL
|
- |
-10- 0.19% |
$514 - $543
|
5.25K
$275K
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.54K- 31.4% |
$131K - $138K
|
5.56K
$291K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-719- 1.44% |
$36.9K - $39K
|
49.3K
$2.59M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
246+ 2.53% |
$12.6K - $13.3K
|
9.96K
$522K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1+ 0.01% |
$51.4 - $54.3
|
6.69K
$351K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 4.56% |
$577K - $609K
|
258K
$13.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.33K- 10.15% |
$68.1K - $71.9K
|
11.7K
$616K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
490+ 1.25% |
$25.2K - $26.6K
|
39.6K
$2.08M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
6.8KNew |
$349K - $369K
|
6.8K
$357K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.21% |
$51.4 - $54.3
|
483
$25.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.57K+ 1.63% |
$132K - $139K
|
160K
$8.39M
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1.47K+ 0.28% |
$75.4K - $79.6K
|
528K
$27.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-21- 0.01% |
$1.08K - $1.14K
|
341K
$17.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
7.34K+ 102.27% |
$377K - $398K
|
14.5K
$762K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
$103 - $109
|
2.6K
$136K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.78K+ 5.29% |
$246K - $259K
|
95.2K
$4.99M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-6.03K- 45.81% |
$310K - $327K
|
7.14K
$374K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-250- 0.58% |
$12.8K - $13.6K
|
43.1K
$2.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.29K- 53.68% |
$66.4K - $70.1K
|
1.12K
$58.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-28.6K- 62.84% |
$1.47M - $1.55M
|
16.9K
$888K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.96K+ 3.84% |
$460K - $486K
|
242K
$12.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-137K- 61.33% |
$7.02M - $7.41M
|
86.2K
$4.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
4.34KNew |
$223K - $235K
|
4.34K
$228K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.97K+ 14.0% |
$101K - $107K
|
16.1K
$843K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
PUT |
2K+ 36.36% |
$103K - $109K
|
7.5K
$393K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.52K+ 24.94% |
$78K - $82.4K
|
7.61K
$399K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.58K- 43.65% |
$81.2K - $85.7K
|
2.04K
$107K
|
|
|
Oct 09, 2025
Q3 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
189+ 0.8% |
$9.71K - $10.3K
|
23.9K
$1.25M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-40.6K- 32.69% |
$2.08M - $2.2M
|
83.5K
$4.38M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-131- 1.75% |
$6.73K - $7.11K
|
7.38K
$387K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
826+ 8.57% |
$42.4K - $44.8K
|
10.5K
$549K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
6.1K+ 5.58% |
$313K - $331K
|
115K
$6.05M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-26- 0.66% |
$1.34K - $1.41K
|
3.92K
$205K
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-366- 4.87% |
$18.8K - $19.9K
|
7.15K
$375K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-28.1K- 34.81% |
$1.45M - $1.53M
|
52.7K
$2.76M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-150- 13.46% |
$7.71K - $8.14K
|
964
$50.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-17.6K- 97.08% |
$905K - $956K
|
530
$27.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.25K+ 10.85% |
$64.1K - $67.6K
|
12.7K
$668K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
66.9K+ 93.69% |
$3.44M - $3.63M
|
138K
$7.25M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-16.6K- 6.43% |
$853K - $900K
|
242K
$12.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3.16K+ 24.1% |
$162K - $171K
|
16.3K
$854K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-476- 0.98% |
$24.5K - $25.8K
|
48.3K
$2.53M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-1.37K- 4.13% |
$70.4K - $74.3K
|
31.8K
$1.67M
|
|