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 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.75KNew |
$194K - $217K
|
4.75K
$235K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
238+ 14.43% |
$9.72K - $10.9K
|
1.89K
$93.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.52KNew |
$62K - $69.4K
|
1.52K
$75.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.63KNew |
$189K - $212K
|
4.63K
$229K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
276+ 3.56% |
$11.3K - $12.6K
|
8.04K
$398K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-2.16K- 8.8% |
$88.1K - $98.7K
|
22.3K
$1.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
7+ 0.03% |
$286 - $320
|
24.4K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
74+ 12.01% |
$3.02K - $3.38K
|
690
$34.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-51.2K- 8.7% |
$2.09M - $2.34M
|
538K
$26.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-149K- 8.42% |
$6.07M - $6.8M
|
1.62M
$80.2M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-260- 13.87% |
$10.6K - $11.9K
|
1.61K
$80K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
PUT |
17KNew |
$694K - $778K
|
17K
$843K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
213+ 1.31% |
$8.7K - $9.74K
|
16.5K
$819K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
4KNew |
$163K - $183K
|
4K
$198K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-804- 7.85% |
$32.8K - $36.8K
|
9.44K
$468K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.62K- 24.84% |
$107K - $120K
|
7.92K
$392K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
600+ 4000.0% |
$24.5K - $27.4K
|
615
$30.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-69- 5.3% |
$2.82K - $3.16K
|
1.23K
$61.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
67+ 1.18% |
$2.74K - $3.06K
|
5.73K
$284K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-700- 1.05% |
$28.6K - $32K
|
66.1K
$3.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-300- 3.61% |
$12.3K - $13.7K
|
8K
$397K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.11KNew |
$45.1K - $50.5K
|
1.11K
$54.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
15K+ 109.69% |
$613K - $686K
|
28.7K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.5K- 14.92% |
$61.3K - $68.6K
|
8.55K
$424K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.46K+ 33.82% |
$182K - $204K
|
17.6K
$874K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
4.55KNew |
$186K - $208K
|
4.55K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
61+ 0.95% |
$2.49K - $2.79K
|
6.46K
$320K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-760- 4.42% |
$31K - $34.8K
|
16.4K
$815K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-274- 1.53% |
$11.2K - $12.5K
|
17.7K
$877K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.63K+ 1.49% |
$66.7K - $74.6K
|
111K
$5.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
51.1K+ 267.25% |
$2.09M - $2.34M
|
70.2K
$3.48M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$411K - $460K
|
10.1K
$499K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
244New |
$9.96K - $11.2K
|
244
$12.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.78K- 23.63% |
$154K - $173K
|
12.2K
$606K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-42- 17.87% |
$1.72K - $1.92K
|
193
$9.57K
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-250- 2.09% |
$10.2K - $11.4K
|
11.7K
$580K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.84K+ 13.64% |
$75.1K - $84.2K
|
15.3K
$760K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
4.79KNew |
$195K - $219K
|
4.79K
$237K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.45K+ 14.49% |
$59K - $66.1K
|
11.4K
$566K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
202+ 49.63% |
$8.25K - $9.24K
|
609
$30.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
2.67K+ 3.88% |
$109K - $122K
|
71.4K
$3.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.97K+ 7.2% |
$80.6K - $90.2K
|
29.4K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
PUT |
600New |
$24.5K - $27.4K
|
600
$29.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
5.81KNew |
$237K - $266K
|
5.81K
$288K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.18KNew |
$48.3K - $54.1K
|
1.18K
$58.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
22New |
$898 - $1.01K
|
22
$1.09K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.93K+ 37.22% |
$120K - $134K
|
10.8K
$536K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-210- 1.0% |
$8.58K - $9.61K
|
20.9K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 13.21% |
$78.2K - $87.6K
|
12.6K
$624K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-500- 4.3% |
$20.4K - $22.9K
|
11.1K
$551K
|