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 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
52+ 0.47% |
$2.06K - $2.21K
|
11.2K
$589K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
66+ 0.92% |
$2.61K - $2.8K
|
7.27K
$382K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-500- 25.19% |
$19.8K - $21.2K
|
1.49K
$77.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-790- 89.06% |
$31.3K - $33.6K
|
97
$5.09K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
183KNew |
$7.26M - $7.79M
|
183K
$9.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-12.7K- 65.91% |
$504K - $541K
|
6.58K
$345K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-125- 23.81% |
$4.95K - $5.31K
|
400
$21K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
595+ 5.75% |
$23.6K - $25.3K
|
10.9K
$573K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-17.3K- 38.47% |
$687K - $737K
|
27.8K
$1.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
46+ 0.38% |
$1.82K - $1.95K
|
12.2K
$641K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6KNew |
$238K - $255K
|
6K
$315K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-136- 40.72% |
$5.38K - $5.78K
|
198
$10.4K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-250- 14.76% |
$9.9K - $10.6K
|
1.44K
$75.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.63KNew |
$144K - $154K
|
3.63K
$190K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
1.04K+ 6.81% |
$41.2K - $44.2K
|
16.3K
$856K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.08K+ 4.15% |
$42.8K - $45.9K
|
27.1K
$1.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-182- 2.76% |
$7.21K - $7.73K
|
6.42K
$336K
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
5.05KNew |
$200K - $215K
|
5.05K
$265K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-500- 4.89% |
$19.8K - $21.2K
|
9.72K
$510K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
400New |
$15.8K - $17K
|
400
$21K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
863+ 1.47% |
$34.2K - $36.7K
|
59.6K
$3.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
480+ 7.71% |
$19K - $20.4K
|
6.71K
$352K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-294- 2.32% |
$11.6K - $12.5K
|
12.4K
$650K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.61K- 3.53% |
$103K - $111K
|
71.3K
$3.74M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.5K+ 43.03% |
$59.4K - $63.7K
|
4.99K
$262K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
100+ 0.7% |
$3.96K - $4.25K
|
14.3K
$749K
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
37.2KNew |
$1.47M - $1.58M
|
37.2K
$1.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
13.2KNew |
$521K - $560K
|
13.2K
$691K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
10.3KNew |
$406K - $436K
|
10.3K
$538K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
296New |
$11.7K - $12.6K
|
296
$15.5K
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-318- 5.98% |
$12.6K - $13.5K
|
5K
$262K
|
|
|
Jul 10, 2024
Q2 2024
|
Pacific Wealth Management
|
BUY
|
- |
93.7KNew |
$3.71M - $3.98M
|
93.7K
$4.91M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.13KNew |
$44.8K - $48.1K
|
1.13K
$59.4K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
6.65KNew |
$263K - $283K
|
6.65K
$349K
|
|
| Q1 2024 | |||||||
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.36KNew |
$50.7K - $57.3K
|
1.36K
$71.4K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
593New |
$22.1K - $25K
|
593
$31.1K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
6KNew |
$224K - $253K
|
6K
$315K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.95K- 27.0% |
$72.7K - $82.1K
|
5.27K
$277K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
3.46K+ 670.54% |
$129K - $146K
|
3.98K
$209K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
70+ 6.03% |
$2.61K - $2.95K
|
1.23K
$64.6K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
43New |
$1.6K - $1.81K
|
43
$2.26K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
PUT |
10KNew |
$373K - $421K
|
10K
$525K
|
|
|
May 15, 2024
Q1 2024
|
New Gen Asset Management LTD
|
BUY
|
PUT |
2.5KNew |
$93.2K - $105K
|
2.5K
$131K
|
|
|
May 15, 2024
Q1 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
1.18MNew |
$43.8M - $49.5M
|
1.18M
$61.7M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
8.16KNew |
$304K - $343K
|
8.16K
$428K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.32KNew |
$49.1K - $55.5K
|
1.32K
$69.1K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.6K- 48.08% |
$172K - $194K
|
4.97K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.19KNew |
$193K - $218K
|
5.19K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
186New |
$6.93K - $7.83K
|
186
$9.76K
|
|
|
May 15, 2024
Q1 2024
|
Lonestar Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
7.5KNew |
$280K - $316K
|
7.5K
$393K
|
|