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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-13- 0.16% |
$531 - $595
|
8.34K
$438K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-50- 7.14% |
$2.04K - $2.29K
|
650
$34.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
17.6KNew |
$718K - $804K
|
17.6K
$922K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 22.38% |
$49K - $54.9K
|
4.16K
$218K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2.12K- 52.37% |
$86.6K - $97K
|
1.93K
$101K
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-3.46K- 14.84% |
$141K - $158K
|
19.9K
$1.04M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 100.0% |
$4.08K - $4.57K
|
200
$10.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-356- 3.37% |
$14.5K - $16.3K
|
10.2K
$535K
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-38- 0.58% |
$1.55K - $1.74K
|
6.54K
$343K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.29KNew |
$175K - $196K
|
4.29K
$225K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.47KNew |
$60K - $67.2K
|
1.47K
$77.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.19KNew |
$130K - $146K
|
3.19K
$167K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
375New |
$15.3K - $17.2K
|
375
$19.7K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-181K- 67.88% |
$7.15M - $7.67M
|
85.4K
$4.48M
|
|
|
May 07, 2025
Q2 2024
|
Symmetry Investments LP
|
SELL
|
- |
-2.2K- 4.16% |
$87.1K - $93.5K
|
50.7K
$2.66M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-9- 0.65% |
$356 - $382
|
1.39K
$72.6K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
14New |
$554 - $595
|
14
$734
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1K- 11.46% |
$39.7K - $42.7K
|
7.76K
$407K
|
|
|
Aug 14, 2024
Q2 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
3.58M+ 66.31% |
$142M - $152M
|
8.97M
$471M
|
|
|
Aug 14, 2024
Q2 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
CALL |
17.8MNew |
$703M - $755M
|
17.8M
$932M
|
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
756K+ 147.7% |
$29.9M - $32.1M
|
1.27M
$66.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
33.7KNew |
$1.33M - $1.43M
|
33.7K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.19K- 19.69% |
$86.7K - $93.1K
|
8.94K
$469K
|
|
|
Aug 14, 2024
Q2 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
37.8KNew |
$1.5M - $1.61M
|
37.8K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-260K- 96.33% |
$10.3M - $11.1M
|
9.91K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
400KNew |
$15.8M - $17M
|
400K
$21M
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
470KNew |
$18.6M - $20M
|
470K
$24.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-198K- 94.16% |
$7.83M - $8.4M
|
12.3K
$644K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
8.79KNew |
$348K - $373K
|
8.79K
$461K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.01KNew |
$40.1K - $43.1K
|
1.01K
$53.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Edenbrook Capital, LLC
Mount Kisco, NY |
BUY
|
PUT |
200KNew |
$7.92M - $8.5M
|
200K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
6.04KNew |
$239K - $257K
|
6.04K
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
PUT |
3.56MNew |
$141M - $151M
|
3.56M
$187M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.2KNew |
$444K - $476K
|
11.2K
$588K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-21.9KClosed |
$865K - $929K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.41KNew |
$254K - $272K
|
6.41K
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-376- 4.18% |
$14.9K - $16K
|
8.62K
$452K
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
6.22KNew |
$246K - $264K
|
6.22K
$326K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.92KNew |
$76.1K - $81.7K
|
1.92K
$101K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.11M- 42.47% |
$83.7M - $89.8M
|
2.86M
$150M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-3.63K- 15.35% |
$144K - $154K
|
20K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.55K+ 25.49% |
$180K - $193K
|
22.4K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-120- 8.23% |
$4.75K - $5.1K
|
1.34K
$70.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-296K- 11.75% |
$11.7M - $12.6M
|
2.22M
$116M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
25.4K+ 33.91% |
$1M - $1.08M
|
100K
$5.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-120- 1.01% |
$4.75K - $5.1K
|
11.8K
$619K
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
8M+ 266.67% |
$317M - $340M
|
11M
$577M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
750New |
$29.7K - $31.9K
|
750
$39.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
205New |
$8.12K - $8.71K
|
205
$10.8K
|
|