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 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
4.33K+ 2.78% |
$222K - $235K
|
160K
$8.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
4.31KNew |
$221K - $234K
|
4.31K
$226K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.18K+ 22.52% |
$215K - $227K
|
22.8K
$1.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
4.17KNew |
$214K - $226K
|
4.17K
$219K
|
|
|
Nov 12, 2025
Q3 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
4.13KNew |
$212K - $224K
|
4.13K
$216K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.12KNew |
$212K - $224K
|
4.12K
$216K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.12K+ 55.4% |
$211K - $223K
|
11.5K
$606K
|
|
|
Nov 07, 2025
Q3 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
4.08KNew |
$209K - $221K
|
4.08K
$214K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.07KNew |
$209K - $221K
|
4.07K
$214K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
4.07KNew |
$209K - $221K
|
4.07K
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.03KNew |
$207K - $219K
|
4.03K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
4.01KNew |
$206K - $218K
|
4.01K
$210K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.01KNew |
$206K - $218K
|
4.01K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Dld Asset Management, LP
New York, NY |
BUY
|
PUT |
4KNew |
$205K - $217K
|
4K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3.98KNew |
$205K - $216K
|
3.98K
$209K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
3.98K+ 132.67% |
$204K - $216K
|
6.98K
$366K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.92KNew |
$201K - $213K
|
3.92K
$206K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
3.92K+ 15.79% |
$201K - $213K
|
28.7K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
3.9K+ 0.32% |
$200K - $212K
|
1.21M
$63.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
3.88KNew |
$199K - $210K
|
3.88K
$203K
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
3.85KNew |
$198K - $209K
|
3.85K
$202K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.85K+ 10.4% |
$198K - $209K
|
40.9K
$2.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
3.85K+ 814.83% |
$198K - $209K
|
4.32K
$226K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.84KNew |
$197K - $208K
|
3.84K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.82K+ 1.83% |
$196K - $207K
|
212K
$11.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
3.82K+ 10.24% |
$196K - $207K
|
41.1K
$2.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.8KNew |
$195K - $206K
|
3.8K
$199K
|
|
|
Nov 07, 2025
Q3 2025
|
Holistic Financial Partners
|
BUY
|
- |
3.8KNew |
$195K - $206K
|
3.8K
$199K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.78KNew |
$194K - $205K
|
3.78K
$198K
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.78KNew |
$194K - $205K
|
3.78K
$198K
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.76KNew |
$193K - $204K
|
3.76K
$197K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.74KNew |
$192K - $203K
|
3.74K
$196K
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
BUY
|
- |
3.72KNew |
$191K - $202K
|
3.72K
$195K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.72KNew |
$191K - $202K
|
3.72K
$195K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
3.68K+ 3.49% |
$189K - $200K
|
109K
$5.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Tamar Securities, LLC
|
BUY
|
- |
3.52K+ 1.63% |
$181K - $191K
|
219K
$11.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.5K+ 8.74% |
$180K - $190K
|
43.5K
$2.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
3.49K+ 325.47% |
$179K - $189K
|
4.56K
$239K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
3.48K+ 8.04% |
$179K - $189K
|
46.7K
$2.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
3.44K+ 5.46% |
$177K - $187K
|
66.5K
$3.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.43K+ 10.02% |
$176K - $186K
|
37.7K
$1.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.35K+ 57.77% |
$172K - $182K
|
9.16K
$480K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.28K+ 0.86% |
$168K - $178K
|
385K
$20.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.27K+ 6.52% |
$168K - $178K
|
53.4K
$2.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.26K+ 5.04% |
$167K - $177K
|
67.8K
$3.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.25K+ 32.2% |
$167K - $176K
|
13.3K
$699K
|
|
|
Nov 05, 2025
Q3 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
3.2K+ 4.66% |
$164K - $174K
|
71.9K
$3.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.19K+ 7.22% |
$164K - $173K
|
47.3K
$2.48M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3.16K+ 24.1% |
$162K - $171K
|
16.3K
$854K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
3.14K+ 0.04% |
$161K - $170K
|
8.12M
$426M
|
|