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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
100New |
$3.08K - $3.82K
|
100
$5.18K
|
|
|
Jul 21, 2022
Q2 2022
|
Belvedere Trading LLC
|
SELL
|
- |
-13.1KClosed |
$402K - $499K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Belvedere Trading LLC
|
SELL
|
CALL |
-40KClosed |
$1.23M - $1.53M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-6.31KClosed |
$195K - $241K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-15.5KClosed |
$478K - $592K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-111KClosed |
$3.42M - $4.24M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-327KClosed |
$10.1M - $12.5M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-48- 0.22% |
$1.48K - $1.83K
|
21.4K
$1.11M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.88KNew |
$57.9K - $71.7K
|
1.88K
$97.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
800New |
$24.7K - $30.6K
|
800
$41.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-150Closed |
$4.63K - $5.73K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-65.3K- 90.01% |
$2.02M - $2.5M
|
7.26K
$376K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-508- 6.27% |
$15.7K - $19.4K
|
7.59K
$393K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
748+ 144.4% |
$23.1K - $28.6K
|
1.27K
$65.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-7.1KClosed |
$219K - $271K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
13KNew |
$400K - $496K
|
13K
$672K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.87K+ 54.02% |
$88.4K - $110K
|
8.17K
$423K
|
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-1.18KClosed |
$36.4K - $45.1K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-99.6KClosed |
$3.07M - $3.81M
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
6.97K+ 67.52% |
$215K - $267K
|
17.3K
$897K
|
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-5.94KClosed |
$183K - $227K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-35.3KClosed |
$1.09M - $1.35M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-7.5KClosed |
$231K - $287K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.88K- 19.92% |
$57.9K - $71.7K
|
7.55K
$391K
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-116KClosed |
$3.58M - $4.44M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-4.74K- 30.74% |
$146K - $181K
|
10.7K
$554K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.13K- 94.96% |
$34.9K - $43.2K
|
60
$3.11K
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
57+ 0.85% |
$1.76K - $2.18K
|
6.78K
$351K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
CALL |
3KNew |
$92.5K - $115K
|
3K
$155K
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
SELL
|
- |
-6.35KClosed |
$196K - $243K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-5.4KClosed |
$167K - $206K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
11.1K+ 1009.09% |
$342K - $424K
|
12.2K
$632K
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-245Closed |
$7.56K - $9.36K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
PUT |
8KNew |
$247K - $306K
|
8K
$415K
|
|
|
Jul 06, 2022
Q2 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-530- 6.6% |
$16.3K - $20.3K
|
7.5K
$389K
|
|
| Q1 2022 | |||||||
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100New |
$3.57K - $4.14K
|
100
$5.18K
|
|
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
1.64K+ 9.84% |
$58.5K - $68K
|
18.3K
$949K
|
|
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-5.6KClosed |
$200K - $232K
|
0
$0
|
|
|
Dec 09, 2024
Q1 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
CALL |
-400KClosed |
$14.3M - $16.6M
|
0
$0
|
|
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-7.19KClosed |
$256K - $298K
|
0
$0
|
|
|
Aug 18, 2023
Q1 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-42.2KClosed |
$1.5M - $1.75M
|
0
$0
|
|
|
May 09, 2023
Q1 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-98Closed |
$3.49K - $4.06K
|
0
$0
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-46.8KClosed |
$1.67M - $1.94M
|
0
$0
|
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-113KClosed |
$4.03M - $4.68M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-83Closed |
$2.96K - $3.44K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-37.7KClosed |
$1.34M - $1.56M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
262New |
$9.34K - $10.9K
|
262
$13.6K
|
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-772- 62.41% |
$27.5K - $32K
|
465
$24.1K
|
|
|
May 16, 2022
Q1 2022
|
Plaisance Capital LLC
Denver, CO |
SELL
|
- |
-57.6KClosed |
$2.05M - $2.39M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Blue Door Asset Management, LLC
Stamford, CT |
SELL
|
- |
-30.5KClosed |
$1.09M - $1.26M
|
0
$0
|
|