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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
100+ 1.41% |
$3.03K - $3.63K
|
7.18K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
151New |
$4.57K - $5.48K
|
151
$7.82K
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
100New |
$3.03K - $3.63K
|
100
$5.18K
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
7.54KNew |
$228K - $274K
|
7.54K
$391K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
10.7K+ 70.35% |
$325K - $389K
|
25.9K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
68.7KNew |
$2.08M - $2.49M
|
68.7K
$3.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.14K- 14.73% |
$34.7K - $41.5K
|
6.62K
$343K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
61.9KNew |
$1.88M - $2.25M
|
61.9K
$3.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.35K- 12.61% |
$132K - $158K
|
30.1K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-69.9K- 88.49% |
$2.12M - $2.54M
|
9.09K
$471K
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
162KNew |
$4.91M - $5.88M
|
162K
$8.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Granby Capital Management, LLC
|
BUY
|
- |
100KNew |
$3.03M - $3.63M
|
100K
$5.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
34KNew |
$1.03M - $1.24M
|
34K
$1.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
7K+ 68.97% |
$212K - $254K
|
17.2K
$889K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
4.3KNew |
$130K - $156K
|
4.3K
$223K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
641+ 4.69% |
$19.4K - $23.3K
|
14.3K
$741K
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
18KNew |
$545K - $654K
|
18K
$933K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
65+ 0.97% |
$1.97K - $2.36K
|
6.77K
$351K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-39- 4.55% |
$1.18K - $1.42K
|
818
$42.4K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
140New |
$4.24K - $5.08K
|
140
$7.25K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-233K- 87.03% |
$7.05M - $8.45M
|
34.7K
$1.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
400+ 1.32% |
$12.1K - $14.5K
|
30.8K
$1.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
151+ 1.86% |
$4.57K - $5.48K
|
8.25K
$428K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.38K- 18.43% |
$41.6K - $49.9K
|
6.08K
$315K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
323+ 0.35% |
$9.78K - $11.7K
|
91.5K
$4.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.61K+ 1.26% |
$140K - $167K
|
371K
$19.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.17K- 2.74% |
$65.8K - $78.9K
|
77.1K
$4M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
CALL |
-300- 27.27% |
$9.09K - $10.9K
|
800
$41.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5.68K- 36.77% |
$172K - $206K
|
9.76K
$506K
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-5.79K- 46.26% |
$175K - $210K
|
6.72K
$348K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.8K+ 29.3% |
$206K - $247K
|
30K
$1.55M
|
|
|
Feb 02, 2023
Q4 2022
|
Guild Investment Management, Inc.
|
BUY
|
- |
41KNew |
$1.24M - $1.49M
|
41K
$2.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-25- 45.45% |
$757 - $908
|
30
$1.55K
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
7.64KNew |
$231K - $277K
|
7.64K
$396K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1KNew |
$30.3K - $36.3K
|
1K
$51.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
375New |
$11.4K - $13.6K
|
375
$19.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-2.28K- 97.85% |
$68.9K - $82.6K
|
50
$2.59K
|
|
|
Jan 31, 2023
Q4 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
100KNew |
$3.03M - $3.63M
|
100K
$5.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
24.5K+ 323.64% |
$742K - $889K
|
32.1K
$1.66M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-12.5K- 41.94% |
$380K - $455K
|
17.4K
$900K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
984New |
$29.8K - $35.7K
|
984
$51K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-17.9K- 10.34% |
$542K - $650K
|
155K
$8.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
6.28KNew |
$190K - $228K
|
6.28K
$325K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
31+ 2.22% |
$939 - $1.13K
|
1.43K
$74.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
9.51KNew |
$288K - $345K
|
9.51K
$493K
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.1KNew |
$185K - $221K
|
6.1K
$316K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-20- 35.09% |
$606 - $726
|
37
$1.92K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
SELL
|
- |
-1.15K- 16.07% |
$35K - $41.9K
|
6.03K
$312K
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
PUT |
272KNew |
$8.24M - $9.88M
|
272K
$14.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
23+ 0.16% |
$697 - $835
|
14.3K
$741K
|