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 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
231+ 18.48% |
$10.4K - $11.9K
|
1.48K
$76.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
229+ 2.75% |
$10.3K - $11.8K
|
8.56K
$440K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
226New |
$10.1K - $11.6K
|
226
$11.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
225+ 34.62% |
$10.1K - $11.6K
|
875
$44.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
222+ 3.1% |
$9.97K - $11.4K
|
7.39K
$379K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
222+ 1.9% |
$9.97K - $11.4K
|
11.9K
$612K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
215+ 1.83% |
$9.65K - $11K
|
11.9K
$613K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
210+ 0.18% |
$9.43K - $10.8K
|
115K
$5.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
206+ 1.02% |
$9.25K - $10.6K
|
20.4K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
203+ 2.08% |
$9.11K - $10.4K
|
9.98K
$513K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
201New |
$9.02K - $10.3K
|
201
$10.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 0.55% |
$8.98K - $10.3K
|
36.8K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
192+ 3.58% |
$8.62K - $9.86K
|
5.55K
$285K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
191+ 3.36% |
$8.57K - $9.81K
|
5.87K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
189+ 0.37% |
$8.48K - $9.7K
|
50.9K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
180+ 3.39% |
$8.08K - $9.24K
|
5.5K
$282K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
177+ 7.23% |
$7.95K - $9.09K
|
2.63K
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
171+ 11.33% |
$7.68K - $8.78K
|
1.68K
$86.3K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
167New |
$7.5K - $8.57K
|
167
$8.58K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
166+ 2.91% |
$7.45K - $8.52K
|
5.87K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
163New |
$7.32K - $8.37K
|
163
$8.37K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
150+ 5.03% |
$6.73K - $7.7K
|
3.13K
$161K
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
BUY
|
- |
150+ 0.42% |
$6.73K - $7.7K
|
36.1K
$1.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
140+ 0.33% |
$6.28K - $7.19K
|
42.8K
$2.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
138+ 6.42% |
$6.19K - $7.08K
|
2.29K
$118K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
136+ 10.4% |
$6.11K - $6.98K
|
1.44K
$74.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
129+ 0.4% |
$5.79K - $6.62K
|
32.2K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
120+ 0.43% |
$5.39K - $6.16K
|
27.9K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
117+ 0.16% |
$5.25K - $6.01K
|
72.6K
$3.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
115+ 0.76% |
$5.16K - $5.9K
|
15.3K
$784K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
113+ 1.49% |
$5.07K - $5.8K
|
7.71K
$396K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
112+ 2.03% |
$5.03K - $5.75K
|
5.64K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
110+ 2.46% |
$4.94K - $5.65K
|
4.59K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
104+ 0.27% |
$4.67K - $5.34K
|
39.1K
$2.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
103+ 1.29% |
$4.62K - $5.29K
|
8.07K
$415K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
100New |
$4.49K - $5.13K
|
100
$5.14K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
100+ 2.06% |
$4.49K - $5.13K
|
4.96K
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
96+ 0.99% |
$4.31K - $4.93K
|
9.81K
$504K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
95+ 2.09% |
$4.26K - $4.88K
|
4.65K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
94New |
$4.22K - $4.83K
|
94
$4.83K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
89+ 3.07% |
$4K - $4.57K
|
2.99K
$154K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
87+ 0.43% |
$3.91K - $4.47K
|
20.3K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
83New |
$3.73K - $4.26K
|
83
$4.26K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
79New |
$3.55K - $4.06K
|
79
$4.06K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
75+ 1.04% |
$3.37K - $3.85K
|
7.25K
$373K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
69+ 0.42% |
$3.1K - $3.54K
|
16.5K
$846K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
65+ 0.66% |
$2.92K - $3.34K
|
9.97K
$512K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
59New |
$2.65K - $3.03K
|
59
$3.03K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
58+ 3.4% |
$2.6K - $2.98K
|
1.76K
$90.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
51+ 0.3% |
$2.29K - $2.62K
|
17.1K
$876K
|