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 13, 2020
Q2 2020
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-242KClosed |
$4.72M - $6.46M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-82.6KClosed |
$1.62M - $2.21M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
PUT |
-300KClosed |
$5.87M - $8.02M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-1.2MClosed |
$23.5M - $32.1M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-13.8KClosed |
$270K - $369K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
CALL |
500New |
$9.78K - $13.4K
|
500
$25.7K
|
|
Aug 10, 2020
Q2 2020
|
S. Muoio & Co. LLC
New York, NY |
SELL
|
CALL |
-192KClosed |
$3.76M - $5.14M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-12.6KClosed |
$247K - $338K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-32.5KClosed |
$636K - $870K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-352Closed |
$6.88K - $9.41K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Rmb Capital Management, LLC
|
SELL
|
PUT |
-350KClosed |
$6.84M - $9.36M
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.76K- 22.92% |
$73.5K - $101K
|
12.6K
$649K
|
|
Aug 04, 2020
Q2 2020
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-81.9KClosed |
$1.6M - $2.19M
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-10.3KClosed |
$202K - $276K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-5.36KClosed |
$105K - $143K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Optas, LLC
|
SELL
|
- |
-19.1KClosed |
$373K - $510K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Xml Financial, LLC
|
SELL
|
- |
-15.6KClosed |
$305K - $417K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Pflug Koory, LLC
|
SELL
|
- |
-512Closed |
$10K - $13.7K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Bremer Bank National Association
|
SELL
|
- |
-149KClosed |
$2.9M - $3.97M
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Cornerstone Wealth Group, LLC
|
SELL
|
PUT |
-20KClosed |
$391K - $535K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Spc Financial, Inc.
|
SELL
|
- |
-71.1KClosed |
$1.39M - $1.9M
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Human Investing LLC
|
SELL
|
- |
-6Closed |
$117 - $160
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-121Closed |
$2.37K - $3.24K
|
0
$0
|
|
Q1 2020 | |||||||
Nov 30, 2020
Q1 2020
|
Platform Technology Partners
|
SELL
|
- |
-33.5KClosed |
$592K - $1.04M
|
0
$0
|
|
Aug 07, 2020
Q1 2020
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.29MClosed |
$22.7M - $40.1M
|
0
$0
|
|
May 20, 2020
Q1 2020
|
Baymount Management LP
Miami, FL |
SELL
|
- |
-120KClosed |
$2.12M - $3.74M
|
0
$0
|
|
May 20, 2020
Q1 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
PUT |
2KNew |
$35.3K - $62.3K
|
2K
$103K
|
|
May 15, 2020
Q1 2020
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-6.87KClosed |
$121K - $214K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Courage Capital Management LLC
Nashville, TN |
SELL
|
- |
-8.5KClosed |
$150K - $265K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Point State Capital LP
New York, NY |
SELL
|
PUT |
-50KClosed |
$883K - $1.56M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-25.6KClosed |
$453K - $799K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
PUT |
-160KClosed |
$2.83M - $4.99M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$17.7 - $31.2
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Old West Investment Management, LLC
Los Angeles, CA |
SELL
|
PUT |
-7KClosed |
$124K - $218K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Select Equity Group, L.P.
New York, NY |
SELL
|
PUT |
-2.97MClosed |
$52.4M - $92.4M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-127KClosed |
$2.25M - $3.96M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Strategy Asset Managers LLC
|
SELL
|
- |
-8.86KClosed |
$157K - $276K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-36.4KClosed |
$643K - $1.13M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Tarsadia Capital, LLC
New York, NY |
SELL
|
CALL |
-1.13MClosed |
$20M - $35.4M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-84.4KClosed |
$1.49M - $2.63M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Brickley Wealth Management
|
SELL
|
- |
-12.5KClosed |
$220K - $388K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
American Money Management, LLC
|
SELL
|
- |
-7.36KClosed |
$130K - $229K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-8.64KClosed |
$153K - $269K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.86KClosed |
$50.4K - $89K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Q3 Asset Management
|
SELL
|
- |
-18.3KClosed |
$323K - $570K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-16.5KClosed |
$292K - $515K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Stack Financial Management, Inc
|
SELL
|
- |
-14.9KClosed |
$263K - $464K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.83KClosed |
$49.9K - $88.1K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Mirador Capital Partners LP
|
SELL
|
CALL |
-12KClosed |
$212K - $374K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Orser Capital Management, LLC
|
SELL
|
- |
-6.51KClosed |
$115K - $203K
|
0
$0
|