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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.5K- 33.72% |
$154K - $183K
|
6.88K
$361K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-516- 10.92% |
$22.7K - $27K
|
4.21K
$221K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-50- 1.41% |
$2.2K - $2.62K
|
3.51K
$184K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.47K- 12.84% |
$108K - $129K
|
16.7K
$878K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
142+ 3.01% |
$6.24K - $7.44K
|
4.86K
$255K
|
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-23.5K- 53.58% |
$1.03M - $1.23M
|
20.3K
$1.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-61- 0.94% |
$2.68K - $3.19K
|
6.4K
$336K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
448+ 7.9% |
$19.7K - $23.5K
|
6.12K
$321K
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-655- 14.24% |
$28.8K - $34.3K
|
3.94K
$207K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-230- 4.6% |
$10.1K - $12K
|
4.77K
$250K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
69KNew |
$3.03M - $3.62M
|
69K
$3.62M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.51K- 12.91% |
$330K - $393K
|
50.6K
$2.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
17.7K+ 89.53% |
$779K - $929K
|
37.5K
$1.97M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-62- 6.2% |
$2.72K - $3.25K
|
938
$49.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
325+ 2.76% |
$14.3K - $17K
|
12.1K
$634K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-66- 1.62% |
$2.9K - $3.46K
|
4K
$210K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-9.74K- 42.6% |
$428K - $510K
|
13.1K
$689K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.11K- 11.34% |
$48.8K - $58.1K
|
8.68K
$455K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.17K- 11.38% |
$51.5K - $61.4K
|
9.14K
$479K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-381- 55.62% |
$16.7K - $20K
|
304
$15.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.35K- 7.17% |
$59.2K - $70.6K
|
17.5K
$916K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1K+ 6.31% |
$43.9K - $52.4K
|
16.9K
$884K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
245+ 2.47% |
$10.8K - $12.8K
|
10.2K
$533K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-431K- 74.97% |
$18.9M - $22.6M
|
144K
$7.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.35% |
$43.9 - $52.4
|
290
$15.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.84K+ 25.42% |
$125K - $149K
|
14K
$734K
|
|
|
Jul 24, 2025
Q2 2025
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
24.5KNew |
$1.08M - $1.28M
|
24.5K
$1.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
353+ 14.12% |
$15.5K - $18.5K
|
2.85K
$150K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-263- 2.27% |
$11.6K - $13.8K
|
11.3K
$593K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
67+ 53.6% |
$2.94K - $3.51K
|
192
$10.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
207New |
$9.09K - $10.8K
|
207
$10.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-500- 47.85% |
$22K - $26.2K
|
545
$28.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
941New |
$41.3K - $49.3K
|
941
$49.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
600+ 722.89% |
$26.4K - $31.4K
|
683
$35.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-20- 0.45% |
$878 - $1.05K
|
4.38K
$230K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-33- 0.8% |
$1.45K - $1.73K
|
4.12K
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-76- 55.88% |
$3.34K - $3.98K
|
60
$3.15K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
30.9KNew |
$1.36M - $1.62M
|
30.9K
$1.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-91- 1.2% |
$4K - $4.77K
|
7.51K
$394K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
12+ 0.05% |
$527 - $628
|
25.8K
$1.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-177- 0.38% |
$7.77K - $9.27K
|
46.5K
$2.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-550- 5.96% |
$24.2K - $28.8K
|
8.68K
$455K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.87KNew |
$82.3K - $98.1K
|
1.87K
$98.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
2.76MNew |
$121M - $144M
|
2.76M
$145M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
650+ 4.04% |
$28.5K - $34K
|
16.7K
$877K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-4- 2.55% |
$176 - $209
|
153
$8.02K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
12+ 0.16% |
$527 - $628
|
7.57K
$397K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-2.84K- 24.96% |
$125K - $149K
|
8.55K
$448K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 27.74% |
$74.8K - $89.2K
|
4.44K
$233K
|
|