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 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.83K+ 9.54% |
$81.9K - $93.7K
|
21K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.79K+ 9.77% |
$80.5K - $92.1K
|
20.2K
$997K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.79K+ 35.58% |
$80.3K - $91.8K
|
6.82K
$337K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.78K+ 10.37% |
$80.1K - $91.6K
|
19K
$939K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.78K+ 3.65% |
$79.9K - $91.4K
|
50.6K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
1.78K+ 0.23% |
$79.9K - $91.4K
|
781K
$38.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.77K+ 13.52% |
$79.5K - $90.9K
|
14.9K
$735K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.77K+ 1.86% |
$79.4K - $90.8K
|
96.9K
$4.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.77K+ 12.91% |
$79.4K - $90.8K
|
15.5K
$765K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 3.58% |
$79.3K - $90.7K
|
51.1K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.76K+ 6.2% |
$78.8K - $90.1K
|
30K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.75K+ 0.72% |
$78.7K - $90.1K
|
244K
$12.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
1.73K+ 4.24% |
$77.6K - $88.7K
|
42.5K
$2.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.73K+ 1.22% |
$77.5K - $88.6K
|
144K
$7.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
1.7KNew |
$76.3K - $87.3K
|
1.7K
$84.1K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.68K+ 9.23% |
$75.2K - $86K
|
19.8K
$981K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.66K+ 275.79% |
$74.7K - $85.4K
|
2.27K
$112K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 29.89% |
$74.3K - $85K
|
7.2K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.65K+ 71.32% |
$73.9K - $84.5K
|
3.95K
$196K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.64KNew |
$73.7K - $84.3K
|
1.64K
$81.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.63K+ 32.95% |
$73.3K - $83.8K
|
6.59K
$326K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.62K+ 6.03% |
$72.5K - $82.9K
|
28.4K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 0.9% |
$72K - $82.3K
|
179K
$8.85M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.6K+ 3.4% |
$71.6K - $81.9K
|
48.6K
$2.4M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
1.59K+ 11.3% |
$71.5K - $81.7K
|
15.7K
$775K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.58K+ 5.43% |
$71K - $81.2K
|
30.7K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.54K+ 26.5% |
$69.2K - $79.2K
|
7.36K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53K+ 1.07% |
$68.8K - $78.7K
|
144K
$7.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.52K+ 2.73% |
$68.1K - $77.8K
|
57K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.5K+ 5.36% |
$67.4K - $77.1K
|
29.5K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.5K+ 12.99% |
$67.3K - $77K
|
13K
$645K
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.47K+ 22.02% |
$65.8K - $75.2K
|
8.12K
$402K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.45K+ 0.79% |
$65.1K - $74.4K
|
185K
$9.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.43K+ 1.85% |
$64K - $73.2K
|
78.4K
$3.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.42K+ 3.23% |
$63.5K - $72.6K
|
45.2K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.39K+ 2.07% |
$62.6K - $71.6K
|
68.9K
$3.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.39K+ 13.85% |
$62.3K - $71.2K
|
11.4K
$564K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.38K+ 2.38% |
$62.1K - $71K
|
59.6K
$2.95M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.37K+ 4.21% |
$61.7K - $70.5K
|
34K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.33K+ 4.38% |
$59.7K - $68.3K
|
31.7K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.33K+ 16.14% |
$59.7K - $68.2K
|
9.56K
$473K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.27K+ 0.31% |
$57K - $65.2K
|
408K
$20.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.26K+ 1.33% |
$56.5K - $64.6K
|
96.2K
$4.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.24K+ 20.67% |
$55.8K - $63.8K
|
7.26K
$359K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.23K+ 4.8% |
$55.1K - $63K
|
26.8K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.2K+ 7.22% |
$53.9K - $61.6K
|
17.8K
$881K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.19K+ 16.04% |
$53.6K - $61.2K
|
8.63K
$427K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.18K+ 37.89% |
$53K - $60.6K
|
4.29K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.17K+ 19.06% |
$52.7K - $60.2K
|
7.33K
$362K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.15K+ 13.4% |
$51.4K - $58.8K
|
9.7K
$480K
|