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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
5.75KNew |
$295K - $312K
|
5.75K
$302K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5.72K+ 2.17% |
$294K - $310K
|
270K
$14.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
5.62KNew |
$289K - $305K
|
5.62K
$295K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.58K+ 16.97% |
$287K - $303K
|
38.5K
$2.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.58KNew |
$286K - $303K
|
5.58K
$293K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
5.58K+ 38.57% |
$286K - $303K
|
20K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
5.49K+ 121.98% |
$282K - $298K
|
9.99K
$524K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.47K+ 3.85% |
$281K - $297K
|
148K
$7.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.45KNew |
$280K - $296K
|
5.45K
$286K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5.42K+ 12.28% |
$279K - $294K
|
49.6K
$2.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
5.31K+ 1.9% |
$273K - $288K
|
285K
$15M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.19KNew |
$266K - $281K
|
5.19K
$272K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
5.14KNew |
$264K - $279K
|
5.14K
$270K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.13K+ 30.77% |
$263K - $278K
|
21.8K
$1.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
5.09KNew |
$261K - $276K
|
5.09K
$267K
|
|
|
Nov 14, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5.04KNew |
$259K - $274K
|
5.04K
$265K
|
|
|
Nov 14, 2025
Q3 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
5K+ 100.0% |
$257K - $271K
|
10K
$525K
|
|
|
Nov 14, 2025
Q3 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
4.99K+ 1.19% |
$256K - $271K
|
424K
$22.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.96K+ 0.9% |
$255K - $269K
|
554K
$29.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
4.92K+ 12.23% |
$253K - $267K
|
45.2K
$2.37M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
4.9KNew |
$252K - $266K
|
4.9K
$257K
|
|
|
Nov 10, 2025
Q3 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
4.87K+ 3.68% |
$250K - $264K
|
137K
$7.2M
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
4.85KNew |
$249K - $263K
|
4.85K
$254K
|
|
|
Oct 31, 2025
Q3 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
4.82K+ 6.1% |
$247K - $261K
|
83.8K
$4.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.75K+ 8.42% |
$244K - $257K
|
61.1K
$3.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
4.74KNew |
$243K - $257K
|
4.74K
$248K
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
4.69KNew |
$241K - $254K
|
4.69K
$246K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.67K+ 11.12% |
$240K - $254K
|
46.7K
$2.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.66K+ 49.03% |
$239K - $253K
|
14.2K
$743K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.66KNew |
$239K - $253K
|
4.66K
$244K
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
4.62KNew |
$238K - $251K
|
4.62K
$243K
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
4.59K+ 3.01% |
$236K - $249K
|
157K
$8.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
4.54KNew |
$233K - $246K
|
4.54K
$238K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.51K+ 2.73% |
$231K - $244K
|
169K
$8.89M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.47KNew |
$230K - $243K
|
4.47K
$235K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
4.46K+ 5.62% |
$229K - $242K
|
83.9K
$4.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
4.46KNew |
$229K - $242K
|
4.46K
$234K
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
4.41K+ 10.8% |
$226K - $239K
|
45.2K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
4.4K+ 115.79% |
$226K - $239K
|
8.2K
$430K
|
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
4.4KNew |
$226K - $239K
|
4.4K
$231K
|
|