Latest Institutional Purchases of Financial Sector Spdr (XLF)
This list provides information on the latest institutional transactions involving Financial Sector Spdr (XLF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
9.75K+ 24.8% |
$501K - $529K
|
49.1K
$2.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
9.62K+ 7.1% |
$494K - $522K
|
145K
$7.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
9.6KNew |
$493K - $521K
|
9.6K
$504K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.56KNew |
$491K - $519K
|
9.56K
$501K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.45KNew |
$485K - $512K
|
9.45K
$495K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.39K+ 1.87% |
$482K - $509K
|
513K
$26.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9.38K+ 3.43% |
$482K - $509K
|
283K
$14.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.19K+ 5.88% |
$472K - $499K
|
166K
$8.68M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
9.08K+ 4.65% |
$467K - $493K
|
204K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.03K+ 96.42% |
$464K - $490K
|
18.4K
$965K
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
9K+ 36.06% |
$462K - $488K
|
33.9K
$1.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
8.87K+ 17.79% |
$456K - $481K
|
58.8K
$3.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
8.57K+ 77.21% |
$440K - $465K
|
19.7K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
8.44K+ 18.98% |
$434K - $458K
|
52.9K
$2.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.26K+ 7.92% |
$424K - $448K
|
113K
$5.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.23K+ 30.68% |
$423K - $447K
|
35.1K
$1.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.01K+ 17.59% |
$411K - $434K
|
53.5K
$2.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.93K+ 62.54% |
$407K - $430K
|
20.6K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.92K+ 7.68% |
$407K - $430K
|
111K
$5.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
7.78K+ 25.77% |
$399K - $422K
|
37.9K
$1.99M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.74K+ 2.97% |
$398K - $420K
|
268K
$14.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
BUY
|
- |
7.72KNew |
$397K - $419K
|
7.72K
$405K
|
|
|
Nov 13, 2025
Q3 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
7.6K+ 135.91% |
$390K - $412K
|
13.2K
$692K
|
|
|
Nov 13, 2025
Q3 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
7.56K+ 5.45% |
$389K - $410K
|
146K
$7.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.44K+ 10.85% |
$382K - $403K
|
76K
$3.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
7.4KNew |
$380K - $402K
|
7.4K
$388K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
7.34K+ 102.27% |
$377K - $398K
|
14.5K
$762K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.31K+ 40.49% |
$376K - $397K
|
25.4K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7.27K+ 76.61% |
$374K - $395K
|
16.8K
$879K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.22K+ 44.61% |
$371K - $392K
|
23.4K
$1.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
BUY
|
- |
7.21K+ 54.49% |
$370K - $391K
|
20.4K
$1.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.21KNew |
$370K - $391K
|
7.21K
$378K
|
|
|
Nov 13, 2025
Q3 2025
|
University Of Texas
|
BUY
|
- |
7.18K+ 24.84% |
$369K - $389K
|
36.1K
$1.89M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
7.06K+ 5.15% |
$363K - $383K
|
144K
$7.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
7.06KNew |
$363K - $383K
|
7.06K
$370K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
7.01K+ 10.15% |
$360K - $380K
|
76K
$3.99M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
6.92K+ 49.01% |
$355K - $375K
|
21K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.84K+ 4.79% |
$351K - $371K
|
150K
$7.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.8K+ 4.66% |
$349K - $369K
|
152K
$8M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.68K+ 31.95% |
$343K - $363K
|
27.6K
$1.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.68K+ 355.81% |
$343K - $362K
|
8.55K
$448K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.66K+ 118.99% |
$342K - $361K
|
12.2K
$642K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.61K+ 17.85% |
$340K - $359K
|
43.7K
$2.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.58K+ 37.1% |
$338K - $357K
|
24.3K
$1.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
6.18KNew |
$317K - $335K
|
6.18K
$324K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
6.1K+ 5.58% |
$313K - $331K
|
115K
$6.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
6.06K+ 11.44% |
$312K - $329K
|
59.1K
$3.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
PUT |
6KNew |
$308K - $326K
|
6K
$315K
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
5.99K+ 16.09% |
$308K - $325K
|
43.2K
$2.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
5.77KNew |
$296K - $313K
|
5.77K
$303K
|
|