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 05, 2022
Q2 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-172KClosed |
$5.32M - $6.59M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
200+ 50.0% |
$6.17K - $7.64K
|
600
$31.1K
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-50- 0.6% |
$1.54K - $1.91K
|
8.29K
$429K
|
|
Aug 04, 2022
Q2 2022
|
Citizens & Northern Corp
|
BUY
|
- |
11.3KNew |
$349K - $433K
|
11.3K
$587K
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-17.6KClosed |
$543K - $673K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-24.1KClosed |
$742K - $920K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.88K- 53.64% |
$88.8K - $110K
|
2.49K
$129K
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-16.4KClosed |
$505K - $626K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
2.83KNew |
$87.1K - $108K
|
2.83K
$146K
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-6.99KClosed |
$216K - $267K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-6KClosed |
$185K - $229K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.95KClosed |
$91K - $113K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-4.6K- 1.69% |
$142K - $176K
|
268K
$13.9M
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
46New |
$1.42K - $1.76K
|
46
$2.38K
|
|
Aug 01, 2022
Q2 2022
|
Connable Office Inc
|
SELL
|
- |
-236KClosed |
$7.27M - $9.01M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
BUY
|
- |
306KNew |
$9.44M - $11.7M
|
306K
$15.9M
|
|
Aug 01, 2022
Q2 2022
|
Granger Management LLC
|
SELL
|
- |
-35.3K- 72.79% |
$1.09M - $1.35M
|
13.2K
$683K
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-3KClosed |
$92.5K - $115K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Amica Mutual Insurance CO
|
SELL
|
- |
-107K- 61.99% |
$3.31M - $4.1M
|
65.8K
$3.41M
|
|
Jul 29, 2022
Q2 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-12.4K- 61.01% |
$383K - $474K
|
7.93K
$411K
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-777Closed |
$24K - $29.7K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-5KClosed |
$154K - $191K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
SELL
|
- |
-6.47KClosed |
$200K - $247K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-5.31KClosed |
$164K - $203K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
70.2K+ 8837.03% |
$2.16M - $2.68M
|
71K
$3.68M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
303New |
$9.34K - $11.6K
|
303
$15.7K
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
8.82KNew |
$272K - $337K
|
8.82K
$457K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
74New |
$2.28K - $2.83K
|
74
$3.83K
|
|
Jul 28, 2022
Q2 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.12K- 10.81% |
$65.5K - $81.1K
|
17.5K
$908K
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
9+ 0.13% |
$278 - $344
|
6.75K
$350K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-353Closed |
$10.9K - $13.5K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
368KNew |
$11.3M - $14M
|
368K
$19M
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-6.05KClosed |
$187K - $231K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-30.3K- 69.22% |
$936K - $1.16M
|
13.5K
$699K
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-3.21KClosed |
$99K - $123K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-5.43KClosed |
$167K - $207K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-5.99KClosed |
$185K - $229K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-10.2KClosed |
$313K - $388K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
CALL |
1KNew |
$30.8K - $38.2K
|
1K
$51.8K
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-6.96K- 48.78% |
$215K - $266K
|
7.31K
$379K
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
55+ 19.64% |
$1.7K - $2.1K
|
335
$17.4K
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-500Closed |
$15.4K - $19.1K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.59M- 98.11% |
$49M - $60.8M
|
30.6K
$1.59M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-6.14K- 25.26% |
$189K - $235K
|
18.2K
$941K
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
BUY
|
- |
12KNew |
$369K - $457K
|
12K
$620K
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
11.8K+ 23.7% |
$364K - $452K
|
61.7K
$3.2M
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-37.8KClosed |
$1.17M - $1.44M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Libra Wealth LLC
|
SELL
|
- |
-1.9KClosed |
$58.7K - $72.8K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
390+ 0.59% |
$12K - $14.9K
|
67K
$3.47M
|