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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.07K- 18.92% |
$50.7K - $55.9K
|
4.59K
$241K
|
|
|
Apr 16, 2025
Q1 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
500+ 1.0% |
$23.7K - $26.1K
|
50.3K
$2.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
75New |
$3.55K - $3.91K
|
75
$3.93K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2+ 0.03% |
$94.6 - $104
|
5.74K
$301K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-244- 0.18% |
$11.5K - $12.7K
|
133K
$7M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
25K+ 6.22% |
$1.19M - $1.31M
|
428K
$22.4M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
BUY
|
- |
53+ 1.07% |
$2.51K - $2.77K
|
5.02K
$263K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.2K- 10.67% |
$56.8K - $62.6K
|
10K
$527K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.02KNew |
$190K - $210K
|
4.02K
$211K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-14.8K- 91.44% |
$698K - $770K
|
1.38K
$72.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1- 0.02% |
$47.3 - $52.2
|
4.16K
$218K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
143KNew |
$6.78M - $7.48M
|
143K
$7.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.15KNew |
$196K - $217K
|
4.15K
$218K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
42.7KNew |
$2.02M - $2.23M
|
42.7K
$2.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.5K- 18.24% |
$71K - $78.3K
|
6.72K
$353K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
16+ 0.34% |
$757 - $835
|
4.72K
$247K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.4KNew |
$208K - $229K
|
4.4K
$231K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.12KNew |
$195K - $215K
|
4.12K
$216K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
525+ 8.16% |
$24.8K - $27.4K
|
6.96K
$365K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.56K- 4.07% |
$74K - $81.6K
|
36.9K
$1.93M
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
SELL
|
- |
-1.88K- 27.29% |
$84.4K - $96.5K
|
5.01K
$263K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.96KNew |
$222K - $254K
|
4.96K
$260K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
576New |
$25.9K - $29.6K
|
576
$30.2K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-82Closed |
$3.68K - $4.21K
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
65New |
$2.92K - $3.34K
|
65
$3.41K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
60New |
$2.69K - $3.08K
|
60
$3.15K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-2.04M- 66.23% |
$91.6M - $105M
|
1.04M
$54.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
1.69MNew |
$75.8M - $86.7M
|
1.69M
$88.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
PUT |
200KNew |
$8.98M - $10.3M
|
200K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
PUT |
8.5K+ 130.77% |
$382K - $436K
|
15K
$787K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
43K+ 33.34% |
$1.93M - $2.21M
|
172K
$9.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
200+ 4.15% |
$8.98K - $10.3K
|
5.02K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.47KNew |
$111K - $127K
|
2.47K
$129K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-4.49K- 1.33% |
$201K - $230K
|
332K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
262+ 3.79% |
$11.8K - $13.5K
|
7.17K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
CALL |
31.6K+ 289.91% |
$1.42M - $1.62M
|
42.5K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
11K+ 61.07% |
$495K - $566K
|
29.1K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-300- 75.0% |
$13.5K - $15.4K
|
100
$5.25K
|
|
|
Feb 14, 2025
Q4 2024
|
Kingdon Capital Management, L.L.C.
New York, NY |
SELL
|
PUT |
-500K- 66.67% |
$22.4M - $25.7M
|
250K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
1.7KNew |
$76.3K - $87.3K
|
1.7K
$89.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-143K- 95.0% |
$6.4M - $7.32M
|
7.5K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
15.3K+ 47.07% |
$685K - $784K
|
47.7K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
6.81KNew |
$306K - $350K
|
6.81K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
549New |
$24.6K - $28.2K
|
549
$28.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
210+ 2.83% |
$9.43K - $10.8K
|
7.64K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Chescapmanager LLC
Baltimore, MD |
BUY
|
- |
150KNew |
$6.73M - $7.7M
|
150K
$7.87M
|
|
|
Feb 14, 2025
Q4 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-2.79M- 99.56% |
$125M - $143M
|
12.3K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
PUT |
-560K- 98.63% |
$25.1M - $28.7M
|
7.8K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
CALL |
150K+ 150.0% |
$6.73M - $7.7M
|
250K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-504- 11.04% |
$22.6K - $25.9K
|
4.06K
$213K
|
|