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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.06KNew |
$192K - $212K
|
4.06K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.9KNew |
$89.9K - $99.2K
|
1.9K
$99.7K
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-115K- 80.18% |
$5.43M - $5.99M
|
28.4K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-880K- 96.83% |
$41.7M - $45.9M
|
28.8K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-676- 13.4% |
$32K - $35.3K
|
4.37K
$229K
|
|
|
May 12, 2025
Q1 2025
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
BUY
|
- |
151KNew |
$7.14M - $7.88M
|
151K
$7.92M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-7.62K- 11.25% |
$360K - $397K
|
60.1K
$3.15M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
60+ 1.3% |
$2.84K - $3.13K
|
4.67K
$245K
|
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-2.58K- 20.21% |
$122K - $134K
|
10.2K
$533K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-2K- 1.77% |
$94.8K - $105K
|
111K
$5.82M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.1K+ 97.03% |
$477K - $527K
|
20.5K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
42.8KNew |
$2.02M - $2.23M
|
42.8K
$2.24M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-25- 50.0% |
$1.18K - $1.3K
|
25
$1.31K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
840New |
$39.7K - $43.8K
|
840
$44.1K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-197K- 98.77% |
$9.3M - $10.3M
|
2.45K
$129K
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
16KNew |
$758K - $836K
|
16K
$840K
|
|
|
May 09, 2025
Q1 2025
|
Armor Advisors, L.L.C.
New York, NY |
BUY
|
PUT |
60KNew |
$2.84M - $3.13M
|
60K
$3.15M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
50+ 0.6% |
$2.37K - $2.61K
|
8.42K
$442K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
5.01KNew |
$237K - $261K
|
5.01K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
7.13KNew |
$337K - $372K
|
7.13K
$374K
|
|
|
May 09, 2025
Q1 2025
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
13KNew |
$615K - $678K
|
13K
$682K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-5.53K- 2.17% |
$262K - $289K
|
249K
$13.1M
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-12.4K- 13.06% |
$585K - $645K
|
82.3K
$4.31M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-500- 25.13% |
$23.7K - $26.1K
|
1.49K
$78.2K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-234- 4.02% |
$11.1K - $12.2K
|
5.59K
$293K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-76Closed |
$3.6K - $3.97K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-502- 33.42% |
$23.8K - $26.2K
|
1K
$52.5K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
4.35KNew |
$206K - $227K
|
4.35K
$228K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
34+ 0.63% |
$1.61K - $1.77K
|
5.43K
$285K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-464- 10.39% |
$22K - $24.2K
|
4K
$210K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
141New |
$6.67K - $7.36K
|
141
$7.4K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
524+ 12.55% |
$24.8K - $27.3K
|
4.7K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
103K+ 47.39% |
$4.89M - $5.39M
|
321K
$16.9M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
17+ 6.18% |
$804 - $887
|
292
$15.3K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-229- 5.13% |
$10.8K - $12K
|
4.24K
$222K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
100+ 16.0% |
$4.73K - $5.22K
|
725
$38K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
600New |
$28.4K - $31.3K
|
600
$31.5K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-967- 1.46% |
$45.8K - $50.5K
|
65.2K
$3.42M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.58KNew |
$406K - $448K
|
8.58K
$450K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
75New |
$3.55K - $3.91K
|
75
$3.93K
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-11.3K- 23.35% |
$534K - $589K
|
37K
$1.94M
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
7.58KNew |
$359K - $396K
|
7.58K
$398K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-720- 3.16% |
$34.1K - $37.6K
|
22.1K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-400- 3.13% |
$18.9K - $20.9K
|
12.4K
$650K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-34- 2.79% |
$1.61K - $1.77K
|
1.18K
$62K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-4.11K- 1.51% |
$195K - $215K
|
269K
$14.1M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2K- 97.56% |
$94.4K - $104K
|
50
$2.62K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
571New |
$27K - $29.8K
|
571
$29.9K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.79K+ 26.44% |
$84.7K - $93.4K
|
8.55K
$449K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
687New |
$32.5K - $35.9K
|
687
$36K
|
|