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 07, 2025
Q2 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-8.4K- 96.4% |
$369K - $440K
|
314
$16.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-689K- 50.0% |
$30.3M - $36.1M
|
689K
$36.1M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
314+ 7.27% |
$13.8K - $16.4K
|
4.64K
$243K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-655- 13.46% |
$28.8K - $34.3K
|
4.21K
$221K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.25K+ 6.14% |
$54.9K - $65.5K
|
21.6K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-618K- 97.8% |
$27.1M - $32.4M
|
13.9K
$728K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
469K+ 3645.56% |
$20.6M - $24.6M
|
482K
$25.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
10KNew |
$440K - $525K
|
10K
$526K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-963- 3.12% |
$42.3K - $50.4K
|
29.9K
$1.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
101+ 2.4% |
$4.44K - $5.29K
|
4.3K
$226K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.07K+ 34.75% |
$135K - $161K
|
11.9K
$624K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
46.9KNew |
$2.06M - $2.46M
|
46.9K
$2.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-175- 2.95% |
$7.69K - $9.16K
|
5.77K
$302K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
80+ 0.28% |
$3.51K - $4.19K
|
28.5K
$1.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.07KNew |
$179K - $213K
|
4.07K
$213K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-485- 3.25% |
$21.3K - $25.4K
|
14.4K
$757K
|
|
|
Aug 05, 2025
Q2 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
80K+ 45.91% |
$3.51M - $4.19M
|
254K
$13.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.21KNew |
$53.3K - $63.6K
|
1.21K
$63.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
10.4KNew |
$458K - $546K
|
10.4K
$547K
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-900- 8.41% |
$39.5K - $47.1K
|
9.8K
$514K
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
50+ 0.6% |
$2.2K - $2.62K
|
8.34K
$437K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-109- 2.54% |
$4.79K - $5.71K
|
4.18K
$219K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
400New |
$17.6K - $20.9K
|
400
$21K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
453KNew |
$19.9M - $23.7M
|
453K
$23.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
CALL |
200K+ 100.0% |
$8.78M - $10.5M
|
400K
$21M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-30- 0.59% |
$1.32K - $1.57K
|
5.05K
$265K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
110+ 1.88% |
$4.83K - $5.76K
|
5.98K
$313K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-879- 1.76% |
$38.6K - $46K
|
49.1K
$2.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.44K- 51.22% |
$239K - $285K
|
5.18K
$272K
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-700- 78.65% |
$30.7K - $36.7K
|
190
$9.97K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-51.8K- 93.07% |
$2.28M - $2.71M
|
3.86K
$203K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
166New |
$7.29K - $8.69K
|
166
$8.71K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-80- 2.66% |
$3.51K - $4.19K
|
2.93K
$154K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
139KNew |
$6.09M - $7.26M
|
139K
$7.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.2K+ 52.43% |
$140K - $167K
|
9.3K
$488K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.9KNew |
$568K - $677K
|
12.9K
$678K
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.66K+ 0.57% |
$73.1K - $87.1K
|
295K
$15.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
24+ 28.24% |
$1.05K - $1.26K
|
109
$5.72K
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.1KNew |
$180K - $215K
|
4.1K
$215K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
4.47KNew |
$196K - $234K
|
4.47K
$235K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-82- 0.69% |
$3.6K - $4.29K
|
11.8K
$621K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
115New |
$5.05K - $6.02K
|
115
$6.03K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-205- 10.31% |
$9K - $10.7K
|
1.78K
$93.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.45K- 6.43% |
$63.6K - $75.8K
|
21.1K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-56- 0.42% |
$2.46K - $2.93K
|
13.4K
$703K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 16.6% |
$54.5K - $65K
|
6.24K
$327K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.38K+ 8.52% |
$60.7K - $72.3K
|
17.6K
$923K
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-520- 2.12% |
$22.8K - $27.2K
|
24.1K
$1.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
8.65K+ 37.68% |
$380K - $453K
|
31.6K
$1.66M
|
|