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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Oribel Capital Management, LP
New York, NY |
BUY
|
CALL |
184KNew |
$8.09M - $9.65M
|
184K
$9.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.06KNew |
$134K - $160K
|
3.06K
$160K
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
4KNew |
$176K - $209K
|
4K
$210K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-104- 1.67% |
$4.57K - $5.45K
|
6.11K
$321K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
141New |
$6.19K - $7.38K
|
141
$7.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.88K+ 3.17% |
$126K - $151K
|
93.8K
$4.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.04KNew |
$89.7K - $107K
|
2.04K
$107K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
455+ 0.58% |
$20K - $23.8K
|
78.8K
$4.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
PUT |
400KNew |
$17.6M - $20.9M
|
400K
$21M
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-1.6K- 85.39% |
$70.1K - $83.5K
|
273
$14.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-63.6K- 80.54% |
$2.79M - $3.33M
|
15.4K
$806K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-50- 4.86% |
$2.2K - $2.62K
|
978
$51.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
35.3KNew |
$1.55M - $1.85M
|
35.3K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.52K- 19.93% |
$66.6K - $79.4K
|
6.1K
$320K
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-18.1K- 54.46% |
$796K - $949K
|
15.2K
$795K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
197+ 1.53% |
$8.65K - $10.3K
|
13.1K
$686K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-13.7K- 18.38% |
$603K - $719K
|
61K
$3.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.6K- 29.81% |
$727K - $867K
|
39K
$2.04M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.92KNew |
$216K - $257K
|
4.92K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
29.5KNew |
$1.3M - $1.55M
|
29.5K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-47.5K- 15.8% |
$2.09M - $2.49M
|
253K
$13.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
606+ 9.27% |
$26.6K - $31.7K
|
7.14K
$375K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
9.74KNew |
$428K - $510K
|
9.74K
$511K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-7.95K- 41.41% |
$349K - $416K
|
11.2K
$590K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-190- 1.54% |
$8.34K - $9.95K
|
12.2K
$637K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.9KNew |
$171K - $204K
|
3.9K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-228K- 25.29% |
$10M - $11.9M
|
674K
$35.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-195- 2.0% |
$8.56K - $10.2K
|
9.55K
$501K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
74.7KNew |
$3.28M - $3.91M
|
74.7K
$3.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.72K- 21.5% |
$75.7K - $90.3K
|
6.3K
$330K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
181+ 2.33% |
$7.95K - $9.48K
|
7.94K
$417K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-18- 0.16% |
$791 - $943
|
10.9K
$573K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
648New |
$28.5K - $33.9K
|
648
$34K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-173K- 77.26% |
$7.62M - $9.09M
|
51.1K
$2.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-227- 21.81% |
$9.97K - $11.9K
|
814
$42.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
431New |
$18.9K - $22.6K
|
431
$22.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-50- 1.45% |
$2.2K - $2.62K
|
3.39K
$178K
|
|
|
Aug 11, 2025
Q2 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
45KNew |
$1.98M - $2.36M
|
45K
$2.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
70+ 0.9% |
$3.07K - $3.67K
|
7.84K
$411K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
101New |
$4.44K - $5.29K
|
101
$5.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
141+ 30.32% |
$6.19K - $7.38K
|
606
$31.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
7.67KNew |
$337K - $402K
|
7.67K
$403K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.31K+ 14.73% |
$145K - $173K
|
25.7K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-97- 0.58% |
$4.26K - $5.08K
|
16.7K
$878K
|
|
|
Aug 08, 2025
Q2 2025
|
Tiff Advisory Services Inc
|
BUY
|
- |
559K+ 34.5% |
$24.5M - $29.3M
|
2.18M
$114M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-78- 0.69% |
$3.43K - $4.08K
|
11.2K
$587K
|
|
|
Aug 08, 2025
Q2 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
6.13KNew |
$269K - $321K
|
6.13K
$321K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.23K+ 1.27% |
$186K - $222K
|
336K
$17.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.17K- 5.85% |
$51.5K - $61.4K
|
18.9K
$989K
|
|