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 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-399- 0.77% |
$12.4K - $14.8K
|
51.3K
$2.66M
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-562- 8.03% |
$17.4K - $20.8K
|
6.43K
$333K
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
4.79K+ 8.58% |
$148K - $177K
|
60.6K
$3.14M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.45KNew |
$45K - $53.7K
|
1.45K
$75.2K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-74- 1.39% |
$2.29K - $2.74K
|
5.24K
$271K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.16% |
$31 - $37
|
611
$31.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-551- 6.29% |
$17.1K - $20.4K
|
8.2K
$425K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-165- 35.48% |
$5.11K - $6.11K
|
300
$15.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-738- 8.63% |
$22.9K - $27.3K
|
7.82K
$405K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.4K- 19.16% |
$74.3K - $88.7K
|
10.1K
$524K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-4.05K- 8.35% |
$125K - $150K
|
44.5K
$2.31M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
CALL |
200New |
$6.2K - $7.4K
|
200
$10.4K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
7.01KNew |
$217K - $259K
|
7.01K
$363K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-1.03K- 0.3% |
$31.8K - $38K
|
338K
$17.5M
|
|
| Q4 2022 | |||||||
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-300- 2.1% |
$9.09K - $10.9K
|
14K
$725K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.88KNew |
$87.2K - $105K
|
2.88K
$149K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-975- 6.07% |
$29.5K - $35.4K
|
15.1K
$782K
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
16.7KNew |
$505K - $606K
|
16.7K
$865K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
4.21KNew |
$127K - $153K
|
4.21K
$218K
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
33.7KNew |
$1.02M - $1.22M
|
33.7K
$1.75M
|
|
|
Feb 27, 2023
Q4 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-800- 7.59% |
$24.2K - $29K
|
9.74K
$505K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
128New |
$3.88K - $4.65K
|
128
$6.63K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
41.8KNew |
$1.27M - $1.52M
|
41.8K
$2.17M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
891New |
$27K - $32.4K
|
891
$46.2K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1New |
$30.3 - $36.3
|
1
$51.8
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
49.5KNew |
$1.5M - $1.8M
|
49.5K
$2.57M
|
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-12- 0.1% |
$363 - $436
|
12.3K
$638K
|
|
|
Feb 14, 2023
Q4 2022
|
Azora Capital LP
Miami, FL |
BUY
|
PUT |
2.16MNew |
$65.4M - $78.4M
|
2.16M
$112M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
42New |
$1.27K - $1.53K
|
42
$2.18K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-12.6K- 23.15% |
$381K - $457K
|
41.8K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
974New |
$29.5K - $35.4K
|
974
$50.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Broad Peak Investment Holdings Ltd.
Singapore, U0 |
BUY
|
PUT |
5.79MNew |
$175M - $210M
|
5.79M
$300M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-4.38K- 42.81% |
$133K - $159K
|
5.86K
$303K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
CALL |
1.1KNew |
$33.3K - $39.9K
|
1.1K
$57K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.52K- 2.79% |
$76.4K - $91.6K
|
87.8K
$4.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
10.4K+ 6.13% |
$316K - $379K
|
181K
$9.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
300New |
$9.09K - $10.9K
|
300
$15.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
4.2KNew |
$127K - $152K
|
4.2K
$217K
|
|
|
Feb 14, 2023
Q4 2022
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
PUT |
2.35MNew |
$71.2M - $85.3M
|
2.35M
$122M
|
|
|
Feb 14, 2023
Q4 2022
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
- |
162K+ 344.98% |
$4.9M - $5.87M
|
209K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.43KNew |
$43.4K - $52K
|
1.43K
$74.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
26.4KNew |
$800K - $959K
|
26.4K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
PUT |
250KNew |
$7.57M - $9.08M
|
250K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-5.22K- 4.76% |
$158K - $189K
|
104K
$5.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
4.2MNew |
$127M - $152M
|
4.2M
$218M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
122KNew |
$3.69M - $4.42M
|
122K
$6.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-40KClosed |
$1.21M - $1.45M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.98KNew |
$90.4K - $108K
|
2.98K
$155K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.96K+ 17.49% |
$120K - $144K
|
26.6K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
17.3KNew |
$524K - $628K
|
17.3K
$896K
|
|