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 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
70.2K+ 8837.03% |
$2.16M - $2.68M
|
71K
$3.72M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
303New |
$9.34K - $11.6K
|
303
$15.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
8.82KNew |
$272K - $337K
|
8.82K
$462K
|
|
|
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
$19.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-30.3K- 69.22% |
$936K - $1.16M
|
13.5K
$708K
|
|
|
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
$52.5K
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-6.96K- 48.78% |
$215K - $266K
|
7.31K
$383K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
55+ 19.64% |
$1.7K - $2.1K
|
335
$17.6K
|
|
|
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
$1.61M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-6.14K- 25.26% |
$189K - $235K
|
18.2K
$953K
|
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
BUY
|
- |
12KNew |
$369K - $457K
|
12K
$628K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
11.8K+ 23.7% |
$364K - $452K
|
61.7K
$3.24M
|
|
|
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
$3.51M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
100New |
$3.08K - $3.82K
|
100
$5.25K
|
|
|
Jul 21, 2022
Q2 2022
|
Belvedere Trading LLC
|
SELL
|
- |
-13.1KClosed |
$402K - $499K
|
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
|
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
$1.12M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.88KNew |
$57.9K - $71.7K
|
1.88K
$98.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
800New |
$24.7K - $30.6K
|
800
$42K
|
|
|
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
$381K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-508- 6.27% |
$15.7K - $19.4K
|
7.59K
$398K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
748+ 144.4% |
$23.1K - $28.6K
|
1.27K
$66.4K
|
|
|
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
$681K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.87K+ 54.02% |
$88.4K - $110K
|
8.17K
$428K
|
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-1.18KClosed |
$36.4K - $45.1K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
6.97K+ 67.52% |
$215K - $267K
|
17.3K
$908K
|
|
|
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
$396K
|
|
|
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
$561K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.13K- 94.96% |
$34.9K - $43.2K
|
60
$3.15K
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
57+ 0.85% |
$1.76K - $2.18K
|
6.78K
$356K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
CALL |
3KNew |
$92.5K - $115K
|
3K
$157K
|
|
|
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
|
|