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 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
211KNew |
$6.66M - $7.11M
|
211K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
685KNew |
$21.6M - $23.1M
|
685K
$35.5M
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1.47M+ 260.9% |
$46.4M - $49.6M
|
2.04M
$106M
|
|
|
Aug 14, 2023
Q2 2023
|
Inherent Group, LP
New York, NY |
SELL
|
PUT |
-100K- 5.0% |
$3.16M - $3.37M
|
1.9M
$98.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
19.8KNew |
$625K - $667K
|
19.8K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
PUT |
90K+ 300.0% |
$2.84M - $3.03M
|
120K
$6.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
426K+ 4727.59% |
$13.4M - $14.4M
|
435K
$22.5M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
418+ 4.08% |
$13.2K - $14.1K
|
10.7K
$553K
|
|
|
Aug 11, 2023
Q2 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
6.21KNew |
$196K - $209K
|
6.21K
$322K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
12.8K+ 29.85% |
$404K - $432K
|
55.7K
$2.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.96K- 10.91% |
$61.8K - $66.1K
|
16K
$829K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-825- 11.83% |
$26K - $27.8K
|
6.15K
$318K
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
200KNew |
$6.32M - $6.76M
|
200K
$10.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
10.2KNew |
$321K - $343K
|
10.2K
$527K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.01KNew |
$63.4K - $67.8K
|
2.01K
$104K
|
|
|
Aug 10, 2023
Q2 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
6.38KNew |
$201K - $215K
|
6.38K
$330K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
286New |
$9.02K - $9.64K
|
286
$14.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-945- 69.13% |
$29.8K - $31.9K
|
422
$21.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-499- 1.13% |
$15.7K - $16.8K
|
43.8K
$2.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
748New |
$23.6K - $25.2K
|
748
$38.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.34K+ 1.31% |
$137K - $146K
|
336K
$17.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.17K- 4.86% |
$100K - $107K
|
62.1K
$3.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
1.29K+ 1.39% |
$40.6K - $43.4K
|
93.6K
$4.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
1.4KNew |
$44.2K - $47.3K
|
1.4K
$72.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-14.5K- 68.25% |
$457K - $488K
|
6.74K
$349K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-50.9K- 94.44% |
$1.61M - $1.72M
|
3K
$155K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
20New |
$631 - $674
|
20
$1.04K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
147KNew |
$4.65M - $4.96M
|
147K
$7.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6.61KNew |
$208K - $223K
|
6.61K
$342K
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-179- 2.06% |
$5.65K - $6.03K
|
8.53K
$442K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
SELL
|
- |
-6.35K- 22.12% |
$200K - $214K
|
22.4K
$1.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-915- 11.77% |
$28.9K - $30.8K
|
6.86K
$355K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
36New |
$1.14K - $1.21K
|
36
$1.87K
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
15+ 0.19% |
$473 - $506
|
7.75K
$402K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
680New |
$21.5K - $22.9K
|
680
$35.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
610New |
$19.2K - $20.6K
|
610
$31.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
31KNew |
$978K - $1.05M
|
31K
$1.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-344- 5.27% |
$10.9K - $11.6K
|
6.19K
$321K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
115+ 1.83% |
$3.63K - $3.88K
|
6.42K
$332K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10.4KNew |
$327K - $350K
|
10.4K
$538K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-21.9K- 18.11% |
$691K - $739K
|
99.1K
$5.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-88.6K- 92.88% |
$2.8M - $2.99M
|
6.79K
$352K
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-4.7K- 31.97% |
$148K - $158K
|
10K
$518K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-8.57K- 98.54% |
$270K - $289K
|
127
$6.58K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.05% |
$31.6 - $33.7
|
2.04K
$106K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
11.9KNew |
$376K - $402K
|
11.9K
$618K
|
|
|
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
206K+ 69.5% |
$6.5M - $6.95M
|
503K
$26M
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-367- 73.4% |
$11.6K - $12.4K
|
133
$6.89K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-1.03K- 99.03% |
$32.4K - $34.6K
|
10
$518
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
122+ 1.2% |
$3.85K - $4.11K
|
10.3K
$535K
|