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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
4.52KNew |
$203K - $232K
|
4.52K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-37- 1.48% |
$1.66K - $1.9K
|
2.47K
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-509- 0.91% |
$22.8K - $26.1K
|
55.3K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.12M+ 284.52% |
$50.1M - $57.2M
|
1.51M
$74.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.17K+ 40.39% |
$412K - $471K
|
31.9K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
4.52KNew |
$203K - $232K
|
4.52K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
SELL
|
PUT |
-115K- 60.53% |
$5.16M - $5.9M
|
75K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-74- 1.28% |
$3.32K - $3.8K
|
5.7K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-140K- 51.66% |
$6.29M - $7.2M
|
131K
$6.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-310- 3.23% |
$13.9K - $15.9K
|
9.29K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.19K- 16.57% |
$53.5K - $61.1K
|
6K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
4.28KNew |
$192K - $219K
|
4.28K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.76K+ 6.2% |
$78.8K - $90.1K
|
30K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
45.8KNew |
$2.06M - $2.35M
|
45.8K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
250New |
$11.2K - $12.8K
|
250
$12.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-3.42K- 5.47% |
$153K - $176K
|
59.1K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-129K- 87.94% |
$5.8M - $6.63M
|
17.7K
$872K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.65K+ 71.32% |
$73.9K - $84.5K
|
3.95K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
75K+ 369.24% |
$3.37M - $3.85M
|
95.3K
$4.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.23M+ 728886.38% |
$55.3M - $63.2M
|
1.23M
$60.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.24K- 0.81% |
$235K - $269K
|
643K
$31.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
220K+ 73.33% |
$9.88M - $11.3M
|
520K
$25.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8.91K- 1.47% |
$400K - $457K
|
596K
$29.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
15.1K+ 11.68% |
$678K - $775K
|
144K
$7.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.74K+ 102.91% |
$213K - $243K
|
9.34K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-379- 0.6% |
$17K - $19.5K
|
62.7K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.64K+ 4.34% |
$433K - $495K
|
232K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
15.1K+ 2.32% |
$678K - $775K
|
666K
$32.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.8KNew |
$260K - $298K
|
5.8K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
380K+ 252.13% |
$17.1M - $19.5M
|
531K
$26.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-196K- 63.34% |
$8.79M - $10.1M
|
113K
$5.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
513KNew |
$23M - $26.3M
|
513K
$25.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
1.1MNew |
$49.4M - $56.5M
|
1.1M
$54.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
4.97KNew |
$223K - $255K
|
4.97K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53K+ 1.07% |
$68.8K - $78.7K
|
144K
$7.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
222K+ 650.95% |
$9.99M - $11.4M
|
257K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
6.95K+ 11.23% |
$312K - $357K
|
68.8K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-730- 2.84% |
$32.8K - $37.5K
|
25K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4+ 0.03% |
$180 - $205
|
13.2K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
255+ 0.56% |
$11.4K - $13.1K
|
45.6K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-18K- 2.32% |
$807K - $923K
|
757K
$37.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
41.4KNew |
$1.86M - $2.12M
|
41.4K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
65KNew |
$2.92M - $3.34M
|
65K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.36K+ 12.54% |
$106K - $121K
|
21.2K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
4.4KNew |
$197K - $226K
|
4.4K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-666- 9.45% |
$29.9K - $34.2K
|
6.38K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
573+ 2.13% |
$25.7K - $29.4K
|
27.5K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
83.4K+ 62.2% |
$3.74M - $4.28M
|
217K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.88K- 30.98% |
$174K - $199K
|
8.64K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.07K- 28.92% |
$48.2K - $55.1K
|
2.64K
$130K
|