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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-971- 6.27% |
$49.9K - $52.7K
|
14.5K
$761K
|
|
|
Nov 14, 2025
Q3 2025
|
Mendon Capital Advisors Corp
Rochester, NY |
BUY
|
PUT |
50KNew |
$2.57M - $2.71M
|
50K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
22K+ 64.53% |
$1.13M - $1.19M
|
56K
$2.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-3.2K- 7.11% |
$164K - $174K
|
41.8K
$2.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.85K+ 5.84% |
$95.2K - $101K
|
33.6K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-1.67K- 9.33% |
$85.6K - $90.4K
|
16.2K
$850K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
48.5KNew |
$2.49M - $2.63M
|
48.5K
$2.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.1K+ 0.18% |
$1.24M - $1.31M
|
13.5M
$710M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1+ 0.16% |
$51.4 - $54.3
|
623
$32.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
7.06KNew |
$363K - $383K
|
7.06K
$370K
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
9K+ 36.06% |
$462K - $488K
|
33.9K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-1.7K- 14.06% |
$87.5K - $92.4K
|
10.4K
$546K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
49.6K+ 224.85% |
$2.55M - $2.69M
|
71.7K
$3.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.52K- 26.28% |
$77.8K - $82.2K
|
4.25K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Jain Global LLC
New York, NY |
SELL
|
- |
-359K- 68.27% |
$18.5M - $19.5M
|
167K
$8.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Jain Global LLC
New York, NY |
BUY
|
PUT |
1.89M+ 44.35% |
$96.8M - $102M
|
6.14M
$322M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-6.86K- 29.66% |
$352K - $372K
|
16.3K
$853K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
4.31KNew |
$221K - $234K
|
4.31K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
11.4K+ 46.66% |
$583K - $616K
|
35.7K
$1.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
660New |
$33.9K - $35.8K
|
660
$34.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.01K+ 12.83% |
$51.7K - $54.6K
|
8.86K
$465K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.89K- 4.69% |
$354K - $374K
|
140K
$7.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.64K- 5.34% |
$84K - $88.7K
|
29K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
837New |
$43K - $45.4K
|
837
$43.9K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
80.4K+ 15.44% |
$4.13M - $4.36M
|
601K
$31.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
1.71K+ 2.26% |
$87.8K - $92.8K
|
77.3K
$4.05M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.82K- 33.13% |
$350K - $370K
|
13.8K
$722K
|
|
|
Nov 14, 2025
Q3 2025
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
PUT |
17.2KNew |
$884K - $933K
|
17.2K
$902K
|
|
|
Nov 14, 2025
Q3 2025
|
Shuttleworth & CO
Powell, OH |
BUY
|
- |
49.5KNew |
$2.54M - $2.69M
|
49.5K
$2.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-2.76K- 19.13% |
$142K - $150K
|
11.7K
$611K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-38.3K- 7.86% |
$1.97M - $2.08M
|
449K
$23.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
10.4KNew |
$535K - $565K
|
10.4K
$546K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.25K+ 32.2% |
$167K - $176K
|
13.3K
$699K
|
|
|
Nov 13, 2025
Q3 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-300- 24.59% |
$15.4K - $16.3K
|
920
$48.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.4K+ 73.3% |
$226K - $239K
|
10.4K
$545K
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.78M- 59.09% |
$91.7M - $96.8M
|
1.24M
$64.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
12.8K+ 6.13% |
$658K - $694K
|
222K
$11.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-681K- 34.2% |
$35M - $36.9M
|
1.31M
$68.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
75KNew |
$3.85M - $4.07M
|
75K
$3.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-3- 0.07% |
$154 - $163
|
4.21K
$221K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
38+ 0.65% |
$1.95K - $2.06K
|
5.89K
$309K
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
3.49K+ 325.47% |
$179K - $189K
|
4.56K
$239K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
13.9KNew |
$714K - $754K
|
13.9K
$729K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-147- 0.55% |
$7.55K - $7.97K
|
26.7K
$1.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-8- 0.06% |
$411 - $434
|
12.8K
$670K
|
|
|
Nov 13, 2025
Q3 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
155+ 1.93% |
$7.96K - $8.41K
|
8.18K
$429K
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
32.1KNew |
$1.65M - $1.74M
|
32.1K
$1.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
10New |
$514 - $543
|
10
$525
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-477- 8.64% |
$24.5K - $25.9K
|
5.04K
$265K
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
107+ 2.2% |
$5.5K - $5.8K
|
4.96K
$260K
|
|