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 |
---|---|---|---|---|---|---|---|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
125New |
$3.8K - $4.48K
|
125
$6.48K
|
|
Oct 13, 2022
Q3 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
92.3KNew |
$2.8M - $3.31M
|
92.3K
$4.79M
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
6.99KNew |
$212K - $250K
|
6.99K
$362K
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.56K- 22.36% |
$77.7K - $91.6K
|
8.89K
$460K
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-41- 95.35% |
$1.24K - $1.47K
|
2
$104
|
|
Oct 07, 2022
Q3 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-5.84K- 98.43% |
$177K - $209K
|
93
$4.82K
|
|
Q2 2022 | |||||||
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.4KClosed |
$228K - $283K
|
0
$0
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
32+ 20.0% |
$987 - $1.22K
|
192
$9.95K
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-20.1KClosed |
$621K - $769K
|
0
$0
|
|
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
304New |
$9.38K - $11.6K
|
304
$15.8K
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-255KClosed |
$7.87M - $9.75M
|
0
$0
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.66KClosed |
$51.3K - $63.6K
|
0
$0
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-29.7KClosed |
$916K - $1.14M
|
0
$0
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
265+ 4.09% |
$8.17K - $10.1K
|
6.74K
$349K
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-11.6KClosed |
$359K - $445K
|
0
$0
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
122KNew |
$3.77M - $4.68M
|
122K
$6.34M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4.9KClosed |
$151K - $187K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
PUT |
-6.74MClosed |
$208M - $258M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.42KNew |
$43.8K - $54.3K
|
1.42K
$73.6K
|
|
Aug 15, 2022
Q2 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
145KNew |
$4.46M - $5.53M
|
145K
$7.49M
|
|
Aug 15, 2022
Q2 2022
|
Fir Tree Capital Management LP
New York, NY |
SELL
|
PUT |
-200KClosed |
$6.17M - $7.64M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
PUT |
-250KClosed |
$7.71M - $9.56M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-22.3KClosed |
$688K - $853K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.3KClosed |
$70.8K - $87.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-5.99K- 9.46% |
$185K - $229K
|
57.3K
$2.97M
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-5.35KClosed |
$165K - $204K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tairen Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-1.33MClosed |
$40.9M - $50.7M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-782KClosed |
$24.1M - $29.9M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-6.12KClosed |
$189K - $234K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.19K- 24.97% |
$98.5K - $122K
|
9.6K
$497K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
PUT |
1KNew |
$30.8K - $38.2K
|
1K
$51.8K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-5KClosed |
$154K - $191K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-201KClosed |
$6.2M - $7.68M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-4.97MClosed |
$153M - $190M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-152Closed |
$4.69K - $5.81K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
790New |
$24.4K - $30.2K
|
790
$40.9K
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-32.5KClosed |
$1M - $1.24M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
59.3KNew |
$1.83M - $2.27M
|
59.3K
$3.07M
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-5.95KClosed |
$184K - $228K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-115- 0.82% |
$3.55K - $4.4K
|
13.9K
$720K
|
|
Aug 15, 2022
Q2 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
50New |
$1.54K - $1.91K
|
50
$2.59K
|
|
Aug 15, 2022
Q2 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
CALL |
50KNew |
$1.54M - $1.91M
|
50K
$2.59M
|
|
Aug 15, 2022
Q2 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
1.25MNew |
$38.6M - $47.8M
|
1.25M
$64.8M
|
|
Aug 15, 2022
Q2 2022
|
Evolution Capital Management LLC
Crystal Bay, NV |
SELL
|
- |
-17KClosed |
$524K - $650K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.64KClosed |
$50.5K - $62.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-15.1KClosed |
$466K - $577K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
367KNew |
$11.3M - $14M
|
367K
$19M
|
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-11.5KClosed |
$355K - $441K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
400 Capital Management LLC
New York, NY |
SELL
|
PUT |
-33.9KClosed |
$1.04M - $1.29M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
PUT |
9KNew |
$278K - $344K
|
9K
$466K
|