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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
177+ 7.23% |
$7.95K - $9.09K
|
2.63K
$136K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
167New |
$7.5K - $8.57K
|
167
$8.65K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
166+ 2.91% |
$7.45K - $8.52K
|
5.87K
$304K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
163New |
$7.32K - $8.37K
|
163
$8.45K
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
BUY
|
- |
150+ 0.42% |
$6.73K - $7.7K
|
36.1K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
140+ 0.33% |
$6.28K - $7.19K
|
42.8K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
138+ 6.42% |
$6.19K - $7.08K
|
2.29K
$119K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
129+ 0.4% |
$5.79K - $6.62K
|
32.2K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
117+ 0.16% |
$5.25K - $6.01K
|
72.6K
$3.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
115+ 0.76% |
$5.16K - $5.9K
|
15.3K
$791K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
113+ 1.49% |
$5.07K - $5.8K
|
7.71K
$400K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
112+ 2.03% |
$5.03K - $5.75K
|
5.64K
$292K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
110+ 2.46% |
$4.94K - $5.65K
|
4.59K
$238K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
104+ 0.27% |
$4.67K - $5.34K
|
39.1K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
100+ 2.06% |
$4.49K - $5.13K
|
4.96K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
95+ 2.09% |
$4.26K - $4.88K
|
4.65K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
94New |
$4.22K - $4.83K
|
94
$4.87K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
89+ 3.07% |
$4K - $4.57K
|
2.99K
$155K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
87+ 0.43% |
$3.91K - $4.47K
|
20.3K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
83New |
$3.73K - $4.26K
|
83
$4.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
75+ 1.04% |
$3.37K - $3.85K
|
7.25K
$376K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
69+ 0.42% |
$3.1K - $3.54K
|
16.5K
$854K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
65+ 0.66% |
$2.92K - $3.34K
|
9.97K
$517K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
59New |
$2.65K - $3.03K
|
59
$3.06K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
58+ 3.4% |
$2.6K - $2.98K
|
1.76K
$91.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
51+ 0.3% |
$2.29K - $2.62K
|
17.1K
$884K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
50+ 5.11% |
$2.24K - $2.57K
|
1.03K
$53.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
48+ 0.15% |
$2.15K - $2.46K
|
31.8K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
47+ 25.68% |
$2.11K - $2.41K
|
230
$11.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
45+ 0.37% |
$2.02K - $2.31K
|
12.2K
$631K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
45+ 0.47% |
$2.02K - $2.31K
|
9.64K
$500K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
40New |
$1.8K - $2.05K
|
40
$2.07K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
38+ 5.24% |
$1.71K - $1.95K
|
763
$39.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
38+ 0.21% |
$1.71K - $1.95K
|
17.9K
$926K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
37+ 0.27% |
$1.66K - $1.9K
|
13.6K
$703K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
37New |
$1.66K - $1.9K
|
37
$1.92K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
37+ 0.3% |
$1.66K - $1.9K
|
12.5K
$647K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
34+ 2.87% |
$1.53K - $1.75K
|
1.22K
$63.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
32+ 8.0% |
$1.44K - $1.64K
|
432
$22.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
29+ 0.31% |
$1.3K - $1.49K
|
9.26K
$480K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
29+ 0.32% |
$1.3K - $1.49K
|
8.98K
$466K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
27+ 1.44% |
$1.21K - $1.39K
|
1.9K
$98.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
26+ 0.22% |
$1.17K - $1.33K
|
12.1K
$624K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
26+ 0.45% |
$1.17K - $1.33K
|
5.77K
$299K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
23+ 0.15% |
$1.03K - $1.18K
|
15.5K
$804K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
23+ 0.21% |
$1.03K - $1.18K
|
11.1K
$577K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
23+ 0.05% |
$1.03K - $1.18K
|
47.3K
$2.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
23+ 2.62% |
$1.03K - $1.18K
|
902
$46.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
21+ 0.19% |
$943 - $1.08K
|
11K
$570K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
20+ 0.43% |
$898 - $1.03K
|
4.7K
$244K
|