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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-4.17KClosed |
$149K - $173K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.06KClosed |
$37.9K - $44.1K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Claybrook Capital, LLC
|
SELL
|
- |
-18KClosed |
$642K - $746K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Freemont Management S.A.
|
BUY
|
- |
8.49KNew |
$303K - $352K
|
8.49K
$445K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-447Closed |
$15.9K - $18.5K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-271Closed |
$9.66K - $11.2K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-52.3KClosed |
$1.87M - $2.17M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
20KNew |
$713K - $828K
|
20K
$1.05M
|
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-6.35KClosed |
$226K - $263K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
SELL
|
- |
-8.01KClosed |
$286K - $332K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-28.7KClosed |
$1.02M - $1.19M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Arch Capital Group Ltd.
|
SELL
|
- |
-1.18MClosed |
$42M - $48.8M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
60.5KNew |
$2.16M - $2.51M
|
60.5K
$3.17M
|
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-15.1KClosed |
$537K - $624K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Calamos Advisors LLC
|
BUY
|
PUT |
480KNew |
$17.1M - $19.9M
|
480K
$25.2M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
9.57KNew |
$341K - $396K
|
9.57K
$502K
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.05K+ 20.0% |
$37.4K - $43.5K
|
6.3K
$330K
|
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-123KClosed |
$4.39M - $5.09M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
PUT |
25KNew |
$891K - $1.04M
|
25K
$1.31M
|
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.3MClosed |
$46.4M - $53.8M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-7.44KClosed |
$265K - $308K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-45KClosed |
$1.6M - $1.86M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.21K- 24.64% |
$114K - $133K
|
9.81K
$514K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-35Closed |
$1.25K - $1.45K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
11.5KNew |
$410K - $476K
|
11.5K
$603K
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-5.15KClosed |
$183K - $213K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-36.5KClosed |
$1.3M - $1.51M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.2KNew |
$42.8K - $49.7K
|
1.2K
$62.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-28KClosed |
$997K - $1.16M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-224KClosed |
$8M - $9.29M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.83KClosed |
$208K - $242K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-7.34KClosed |
$262K - $304K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.21KClosed |
$78.7K - $91.5K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-5.71KClosed |
$204K - $237K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-100- 0.97% |
$3.57K - $4.14K
|
10.2K
$535K
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-6.83KClosed |
$243K - $283K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.46MNew |
$87.7M - $102M
|
2.46M
$129M
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 35.71% |
$3.57K - $4.14K
|
180
$9.44K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
2+ 0.26% |
$71.3 - $82.8
|
779
$40.9K
|
|
| Q4 2021 | |||||||
|
Jul 09, 2025
Q4 2021
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-118KClosed |
$4.42M - $4.78M
|
0
$0
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
400New |
$15K - $16.2K
|
400
$21K
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.48% |
$526 - $569
|
2.92K
$153K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
278New |
$10.4K - $11.3K
|
278
$14.6K
|
|
|
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-1.01MClosed |
$37.8M - $41M
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
60New |
$2.25K - $2.44K
|
60
$3.15K
|
|
|
Feb 16, 2022
Q4 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-500- 64.27% |
$18.8K - $20.3K
|
278
$14.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-12.2KClosed |
$459K - $496K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-6.51K- 2.55% |
$244K - $264K
|
248K
$13M
|
|
|
Feb 14, 2022
Q4 2021
|
Luxor Capital Group, LP
New York, NY |
SELL
|
- |
-26.3KClosed |
$986K - $1.07M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
CALL |
20KNew |
$751K - $812K
|
20K
$1.05M
|
|