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 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
1.23K+ 3.13% |
$63.1K - $66.7K
|
40.4K
$2.12M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
3.43K+ 4.77% |
$176K - $186K
|
75.3K
$3.95M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.74KNew |
$192K - $203K
|
3.74K
$196K
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
2.96K+ 4.1% |
$152K - $161K
|
75.1K
$3.94M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-235- 0.15% |
$12.1K - $12.7K
|
155K
$8.13M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
839+ 2.24% |
$43.1K - $45.5K
|
38.3K
$2.01M
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
8.01K+ 5.43% |
$412K - $435K
|
156K
$8.17M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.69KNew |
$86.7K - $91.6K
|
1.69K
$88.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.74K+ 2.97% |
$398K - $420K
|
268K
$14.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
542+ 2.61% |
$27.8K - $29.4K
|
21.3K
$1.12M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
327+ 3.98% |
$16.8K - $17.7K
|
8.55K
$448K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-896- 42.95% |
$46K - $48.6K
|
1.19K
$62.4K
|
|
| Q2 2025 | |||||||
|
Jan 07, 2026
Q2 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
402+ 232.37% |
$17.7K - $21.1K
|
575
$30.2K
|
|
|
Dec 05, 2025
Q2 2025
|
Nwi Management LP
New York, NY |
BUY
|
CALL |
2MNew |
$87.8M - $105M
|
2M
$105M
|
|
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-39- 0.06% |
$1.71K - $2.04K
|
66.6K
$3.49M
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.87K- 3.47% |
$170K - $202K
|
108K
$5.64M
|
|
|
Nov 24, 2025
Q2 2025
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
2.41MNew |
$106M - $126M
|
2.41M
$126M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
952K+ 13.15% |
$41.8M - $49.9M
|
8.19M
$430M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-639K- 6.62% |
$28.1M - $33.5M
|
9.01M
$473M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-147K- 97.33% |
$6.46M - $7.7M
|
4.04K
$212K
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-19.8K- 2.97% |
$868K - $1.03M
|
644K
$33.8M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-20.5K- 77.27% |
$901K - $1.07M
|
6.04K
$317K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
51.3K+ 3.2% |
$2.25M - $2.69M
|
1.66M
$86.9M
|
|
|
Oct 29, 2025
Q2 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-4.1KClosed |
$180K - $215K
|
0
$0
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-760- 6.5% |
$33.4K - $39.8K
|
10.9K
$573K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-8.69K- 17.45% |
$381K - $455K
|
41.1K
$2.16M
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
358+ 65.09% |
$15.7K - $18.7K
|
908
$47.6K
|
|
|
Sep 30, 2025
Q2 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
181K+ 4370.2% |
$7.96M - $9.49M
|
185K
$9.73M
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
SELL
|
- |
-47.2K- 90.91% |
$2.07M - $2.47M
|
4.72K
$248K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
140+ 0.4% |
$6.15K - $7.33K
|
35.5K
$1.86M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8.85K+ 97.31% |
$389K - $463K
|
17.9K
$941K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
233New |
$10.2K - $12.2K
|
233
$12.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Ramsey Quantitative Systems
Louisville, KY |
BUY
|
- |
4KNew |
$176K - $209K
|
4K
$210K
|
|
|
Aug 15, 2025
Q2 2025
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
985KNew |
$43.3M - $51.6M
|
985K
$51.7M
|
|
|
Aug 15, 2025
Q2 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
101KNew |
$4.42M - $5.27M
|
101K
$5.28M
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
14.8KNew |
$650K - $775K
|
14.8K
$776K
|
|
|
Aug 14, 2025
Q2 2025
|
Chescapmanager LLC
Baltimore, MD |
SELL
|
CALL |
-900K- 90.0% |
$39.5M - $47.1M
|
100K
$5.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-155K- 18.35% |
$6.8M - $8.11M
|
689K
$36.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5+ 7.46% |
$220 - $262
|
72
$3.78K
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-175- 2.02% |
$7.69K - $9.16K
|
8.5K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
66+ 1.42% |
$2.9K - $3.46K
|
4.73K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
400K+ 80.0% |
$17.6M - $20.9M
|
900K
$47.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
29KNew |
$1.27M - $1.52M
|
29K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.34K- 70.05% |
$58.9K - $70.2K
|
573
$30.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-50- 18.66% |
$2.2K - $2.62K
|
218
$11.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
CALL |
15KNew |
$659K - $786K
|
15K
$787K
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$441K - $526K
|
10K
$527K
|
|
|
Aug 14, 2025
Q2 2025
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
CALL |
435KNew |
$19.1M - $22.8M
|
435K
$22.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Azora Capital LP
Miami, FL |
BUY
|
- |
19.2KNew |
$844K - $1.01M
|
19.2K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-50.1K- 18.72% |
$2.2M - $2.62M
|
217K
$11.4M
|
|