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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
2.55MNew |
$77.2M - $92.6M
|
2.55M
$132M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
PUT |
20K+ 200.0% |
$606K - $726K
|
30K
$1.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.07K- 8.88% |
$32.5K - $39K
|
11K
$571K
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
89+ 0.42% |
$2.7K - $3.23K
|
21.4K
$1.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.42K+ 2.06% |
$43.1K - $51.6K
|
70.5K
$3.65M
|
|
|
Jan 19, 2023
Q4 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
27.7K+ 55.89% |
$839K - $1.01M
|
77.2K
$4M
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-3.11K- 4.49% |
$94.1K - $113K
|
66K
$3.42M
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
2.4KNew |
$72.7K - $87.1K
|
2.4K
$124K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
19New |
$576 - $690
|
19
$985
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
30.6KNew |
$926K - $1.11M
|
30.6K
$1.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-8.42K- 6.33% |
$255K - $306K
|
125K
$6.46M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.96K- 22.38% |
$89.5K - $107K
|
10.2K
$531K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
13.1KNew |
$397K - $476K
|
13.1K
$680K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
5+ 0.03% |
$151 - $182
|
16.7K
$866K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-99.3KClosed |
$3.01M - $3.6M
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
6.72KNew |
$204K - $244K
|
6.72K
$348K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$30.3 - $36.3
|
1
$51.8
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
34+ 2.25% |
$1.03K - $1.23K
|
1.54K
$80K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
420New |
$12.7K - $15.3K
|
420
$21.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
2.96KNew |
$89.6K - $107K
|
2.96K
$153K
|
|
| Q3 2022 | |||||||
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.03KClosed |
$61.5K - $72.5K
|
0
$0
|
|
|
Oct 17, 2023
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
PUT |
1MNew |
$30.4M - $35.8M
|
1M
$51.8M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-45.4K- 71.34% |
$1.38M - $1.63M
|
18.2K
$945K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-200K- 69.74% |
$6.07M - $7.16M
|
86.8K
$4.5M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-26.9K- 67.98% |
$817K - $964K
|
12.7K
$657K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.09K- 5.32% |
$63.5K - $74.8K
|
37.2K
$1.93M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.13K+ 36.36% |
$34.3K - $40.5K
|
4.24K
$220K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
742+ 4.05% |
$22.5K - $26.6K
|
19.1K
$989K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.89K- 29.76% |
$87.6K - $103K
|
6.81K
$353K
|
|
|
Nov 14, 2022
Q3 2022
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
SELL
|
PUT |
-233K- 33.03% |
$7.06M - $8.33M
|
472K
$24.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.3K- 40.35% |
$39.4K - $46.4K
|
1.92K
$99.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
400New |
$12.1K - $14.3K
|
400
$20.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-58.2K- 50.49% |
$1.77M - $2.09M
|
57.1K
$2.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-14.6K- 14.8% |
$442K - $521K
|
83.8K
$4.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Linden Advisors LP
New York, NY |
BUY
|
PUT |
100KNew |
$3.04M - $3.58M
|
100K
$5.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-78KClosed |
$2.37M - $2.79M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11.9KNew |
$362K - $427K
|
11.9K
$617K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnbrook Capital Management LP
|
BUY
|
- |
1.08MNew |
$32.6M - $38.5M
|
1.08M
$55.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
15.5K+ 93.02% |
$472K - $557K
|
32.2K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.19K- 2.71% |
$36.2K - $42.7K
|
42.9K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
850+ 7.93% |
$25.8K - $30.4K
|
11.6K
$599K
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
75K+ 100.0% |
$2.28M - $2.69M
|
150K
$7.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-7.51K- 6.77% |
$228K - $269K
|
103K
$5.36M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-20.9K- 7.32% |
$633K - $747K
|
264K
$13.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
PUT |
1.31MNew |
$39.9M - $47.1M
|
1.31M
$68.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
97+ 0.25% |
$2.94K - $3.47K
|
38.4K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.23KNew |
$37.4K - $44.1K
|
1.23K
$63.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-724K- 94.8% |
$22M - $25.9M
|
39.7K
$2.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-47.1K- 36.99% |
$1.43M - $1.69M
|
80.3K
$4.16M
|
|