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 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
BUY
|
- |
2.38K+ 6.58% |
$112K - $124K
|
38.5K
$2.02M
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
6.78KNew |
$321K - $354K
|
6.78K
$356K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
39.2K+ 215.73% |
$1.85M - $2.04M
|
57.3K
$3.01M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-490- 6.75% |
$23.2K - $25.6K
|
6.77K
$355K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2.27K- 4.11% |
$107K - $118K
|
53K
$2.78M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-62.4K- 83.97% |
$2.95M - $3.25M
|
11.9K
$624K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
11.4K+ 151.31% |
$540K - $596K
|
19K
$995K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.11K+ 10.1% |
$52.5K - $57.9K
|
12.1K
$635K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-816- 8.75% |
$38.6K - $42.6K
|
8.51K
$446K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
400+ 133.33% |
$18.9K - $20.9K
|
700
$36.7K
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-4.1K- 20.14% |
$194K - $214K
|
16.3K
$853K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
10New |
$473 - $522
|
10
$525
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-56.9K- 91.97% |
$2.69M - $2.97M
|
4.97K
$261K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.13K- 12.77% |
$148K - $163K
|
21.4K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2KNew |
$94.6K - $104K
|
2K
$105K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
13.3KNew |
$630K - $694K
|
13.3K
$698K
|
|
|
Apr 29, 2025
Q1 2025
|
Marks Wealth, LLC
|
BUY
|
- |
666KNew |
$31.5M - $34.8M
|
666K
$34.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.19KNew |
$56.4K - $62.2K
|
1.19K
$62.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3KNew |
$142K - $157K
|
3K
$157K
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-300- 2.06% |
$14.2K - $15.7K
|
14.2K
$747K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-179- 0.17% |
$8.47K - $9.34K
|
103K
$5.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.08K- 0.72% |
$51K - $56.2K
|
149K
$7.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2+ 0.12% |
$94.6 - $104
|
1.64K
$86.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
10New |
$473 - $522
|
10
$525
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.79K+ 24.98% |
$84.7K - $93.4K
|
8.96K
$470K
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-15K- 1.91% |
$707K - $780K
|
766K
$40.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-146- 1.82% |
$6.91K - $7.62K
|
7.87K
$413K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
10.9KNew |
$517K - $570K
|
10.9K
$573K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-466K- 99.9% |
$22.1M - $24.3M
|
467
$24.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
154New |
$7.29K - $8.04K
|
154
$8.08K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
192New |
$9.09K - $10K
|
192
$10.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-352- 2.18% |
$16.7K - $18.4K
|
15.8K
$827K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.71KNew |
$223K - $246K
|
4.71K
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
37.2K+ 8.78% |
$1.76M - $1.94M
|
460K
$24.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
4.02KNew |
$190K - $210K
|
4.02K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
97KNew |
$4.59M - $5.06M
|
97K
$5.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.01K- 6.53% |
$47.6K - $52.5K
|
14.4K
$756K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
13.3KNew |
$628K - $692K
|
13.3K
$696K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
629KNew |
$29.8M - $32.8M
|
629K
$33M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.2K+ 11.44% |
$56.8K - $62.6K
|
11.7K
$613K
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.64K+ 4.67% |
$125K - $138K
|
59.1K
$3.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.3KNew |
$204K - $224K
|
4.3K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
81+ 95.29% |
$3.83K - $4.23K
|
166
$8.71K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-100- 45.25% |
$4.73K - $5.22K
|
121
$6.35K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
4.8KNew |
$227K - $251K
|
4.8K
$252K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
9.46KNew |
$448K - $494K
|
9.46K
$496K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
6KNew |
$284K - $313K
|
6K
$314K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-504- 10.64% |
$23.8K - $26.3K
|
4.24K
$222K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-2.83K- 21.67% |
$134K - $148K
|
10.2K
$536K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-334- 1.91% |
$15.8K - $17.4K
|
17.2K
$900K
|
|