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
|
Advisor Os, LLC
|
BUY
|
- |
1.73K+ 4.35% |
$88.8K - $93.7K
|
41.4K
$2.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.71K+ 12.52% |
$87.6K - $92.5K
|
15.3K
$804K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.7K+ 35.35% |
$87.4K - $92.3K
|
6.51K
$342K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
1.69K+ 8.95% |
$87K - $91.8K
|
20.6K
$1.08M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.69KNew |
$86.7K - $91.6K
|
1.69K
$88.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.69K+ 17.68% |
$86.6K - $91.4K
|
11.2K
$588K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.65K+ 3.32% |
$85K - $89.7K
|
51.5K
$2.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.65K+ 2.76% |
$84.9K - $89.7K
|
61.5K
$3.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.59K+ 4.68% |
$81.5K - $86.1K
|
35.5K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.58K+ 36.68% |
$81.3K - $85.8K
|
5.9K
$309K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.55K+ 0.65% |
$79.4K - $83.9K
|
239K
$12.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
1.54K+ 9.92% |
$78.9K - $83.3K
|
17K
$893K
|
|
|
Nov 07, 2025
Q3 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.54K+ 0.36% |
$78.9K - $83.3K
|
422K
$22.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.5K+ 35.05% |
$77.2K - $81.5K
|
5.79K
$304K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.46K+ 4.97% |
$74.7K - $78.9K
|
30.7K
$1.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.45K+ 2.7% |
$74.5K - $78.7K
|
55.2K
$2.9M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.44K+ 3.05% |
$73.8K - $77.9K
|
48.5K
$2.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.43KNew |
$73.2K - $77.3K
|
1.43K
$74.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.42K+ 12.27% |
$72.8K - $76.9K
|
13K
$680K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.38K+ 10.35% |
$70.7K - $74.7K
|
14.7K
$770K
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.36K+ 4.73% |
$69.9K - $73.8K
|
30.2K
$1.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.31K+ 1.7% |
$67.4K - $71.2K
|
78.6K
$4.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
1.3KNew |
$66.8K - $70.6K
|
1.3K
$68.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.3K+ 22.09% |
$66.7K - $70.4K
|
7.17K
$376K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.29K+ 1.07% |
$66.3K - $70K
|
122K
$6.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.29K+ 429.33% |
$66.2K - $69.9K
|
1.59K
$83.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.27K+ 33.19% |
$65.2K - $68.8K
|
5.09K
$267K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.26K+ 21.37% |
$64.5K - $68.1K
|
7.13K
$374K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.25K+ 1.12% |
$64K - $67.6K
|
112K
$5.89M
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.24K+ 1.02% |
$63.6K - $67.2K
|
123K
$6.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.2K+ 19.05% |
$61.8K - $65.3K
|
7.52K
$394K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.2K+ 0.51% |
$61.5K - $64.9K
|
238K
$12.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1.19K+ 2.01% |
$61.1K - $64.5K
|
60.4K
$3.17M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
1.17KNew |
$60.1K - $63.4K
|
1.17K
$61.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.16K+ 4.22% |
$59.7K - $63K
|
28.7K
$1.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.15K+ 21.91% |
$59.2K - $62.6K
|
6.42K
$336K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.15K+ 23.32% |
$58.9K - $62.2K
|
6.06K
$318K
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
1.14KNew |
$58.3K - $61.6K
|
1.14K
$59.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.12K+ 2.37% |
$57.7K - $60.9K
|
48.6K
$2.55M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.12K+ 97.55% |
$57.3K - $60.5K
|
2.26K
$118K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.11K+ 5.46% |
$57.1K - $60.3K
|
21.5K
$1.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
1.1K+ 2.99% |
$56.4K - $59.5K
|
37.7K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.09K+ 4.97% |
$56.1K - $59.2K
|
23.1K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.09K+ 2.91% |
$55.8K - $58.9K
|
38.4K
$2.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.07K+ 1.81% |
$54.8K - $57.9K
|
60.1K
$3.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.07K+ 20.99% |
$54.7K - $57.8K
|
6.14K
$322K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.05K+ 69.63% |
$53.8K - $56.9K
|
2.55K
$134K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.04K+ 1.32% |
$53.5K - $56.5K
|
79.7K
$4.18M
|
|
|
Nov 04, 2025
Q3 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
1.03K+ 0.64% |
$53K - $55.9K
|
162K
$8.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.01K+ 5.15% |
$52K - $55K
|
20.7K
$1.08M
|
|