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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
207KNew |
$7.73M - $8.74M
|
207K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.8KNew |
$104K - $118K
|
2.8K
$147K
|
|
|
May 15, 2024
Q1 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-600- 4.78% |
$22.4K - $25.3K
|
12K
$627K
|
|
|
May 15, 2024
Q1 2024
|
Diameter Capital Partners LP
New York, NY |
BUY
|
CALL |
1.5MNew |
$55.9M - $63.2M
|
1.5M
$78.7M
|
|
|
May 14, 2024
Q1 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-1.3K- 0.45% |
$48.5K - $54.8K
|
289K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
565New |
$21.1K - $23.8K
|
565
$29.6K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
8.05KNew |
$300K - $339K
|
8.05K
$422K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
47.2KNew |
$1.76M - $1.99M
|
47.2K
$2.48M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-105K- 40.25% |
$3.9M - $4.41M
|
155K
$8.16M
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
PUT |
-620K- 95.98% |
$23.1M - $26.1M
|
26K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-5.95K- 46.49% |
$222K - $251K
|
6.85K
$359K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-20- 0.02% |
$745 - $842
|
90.7K
$4.76M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
PUT |
7.5KNew |
$280K - $316K
|
7.5K
$393K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
164K+ 44.5% |
$6.12M - $6.92M
|
533K
$28M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
PUT |
2KNew |
$74.5K - $84.2K
|
2K
$105K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
126K+ 46.51% |
$4.68M - $5.29M
|
395K
$20.7M
|
|
|
May 13, 2024
Q1 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
390KNew |
$14.5M - $16.4M
|
390K
$20.5M
|
|
|
May 13, 2024
Q1 2024
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
PUT |
-991K- 64.14% |
$36.9M - $41.7M
|
554K
$29.1M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-1.2K- 2.17% |
$44.6K - $50.4K
|
54K
$2.83M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.51KNew |
$56.3K - $63.6K
|
1.51K
$79.2K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
8.5M+ 283.33% |
$317M - $358M
|
11.5M
$603M
|
|
|
May 13, 2024
Q1 2024
|
Triatomic Management LP
New York, NY |
SELL
|
PUT |
-630K- 86.3% |
$23.5M - $26.5M
|
100K
$5.25M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
PUT |
50KNew |
$1.86M - $2.11M
|
50K
$2.62M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
113K+ 627.92% |
$4.2M - $4.75M
|
131K
$6.85M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-324- 5.33% |
$12.1K - $13.6K
|
5.75K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10.5K+ 6.68% |
$392K - $443K
|
168K
$8.8M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
PUT |
500New |
$18.6K - $21.1K
|
500
$26.2K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
120+ 1.82% |
$4.47K - $5.05K
|
6.73K
$353K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
6.8K+ 105.68% |
$254K - $287K
|
13.2K
$695K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-2.09K- 7.37% |
$77.9K - $88K
|
26.3K
$1.38M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.83KNew |
$255K - $288K
|
6.83K
$358K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.84M- 80.24% |
$68.6M - $77.5M
|
453K
$23.8M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-650- 6.63% |
$24.2K - $27.4K
|
9.16K
$480K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.6KNew |
$209K - $236K
|
5.6K
$294K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.07% |
$37.3 - $42.1
|
1.4K
$73.2K
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3K- 31.1% |
$112K - $126K
|
6.65K
$349K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-752- 4.99% |
$28K - $31.7K
|
14.3K
$751K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
5.31KNew |
$198K - $223K
|
5.31K
$278K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
650New |
$24.2K - $27.4K
|
650
$34.1K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-375- 72.82% |
$14K - $15.8K
|
140
$7.34K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
10.2KNew |
$379K - $428K
|
10.2K
$533K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-8.16K- 97.1% |
$304K - $344K
|
244
$12.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.29K- 5.46% |
$234K - $265K
|
109K
$5.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-28- 2.4% |
$1.04K - $1.18K
|
1.14K
$59.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5.04KNew |
$188K - $212K
|
5.04K
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
47.3KNew |
$1.76M - $1.99M
|
47.3K
$2.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
104+ 1.61% |
$3.88K - $4.38K
|
6.56K
$344K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-21.6K- 45.72% |
$803K - $908K
|
25.6K
$1.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
2.76K+ 4.42% |
$103K - $116K
|
65.2K
$3.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
25.5K+ 21.32% |
$950K - $1.07M
|
145K
$7.61M
|
|