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 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
589+ 7.37% |
$30.3K - $32K
|
8.58K
$450K
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
579+ 237.3% |
$29.7K - $31.4K
|
823
$43.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
576+ 2.62% |
$29.6K - $31.2K
|
22.5K
$1.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
547New |
$28.1K - $29.7K
|
547
$28.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
547New |
$28.1K - $29.7K
|
547
$28.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
540New |
$27.7K - $29.3K
|
540
$28.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
528+ 5.87% |
$27.1K - $28.6K
|
9.52K
$499K
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
526+ 9.29% |
$27K - $28.5K
|
6.19K
$325K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
523+ 1.03% |
$26.9K - $28.4K
|
51.2K
$2.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
521+ 3.48% |
$26.8K - $28.3K
|
15.5K
$813K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
518+ 3.75% |
$26.6K - $28.1K
|
14.3K
$751K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
514+ 1.39% |
$26.4K - $27.9K
|
37.5K
$1.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
500+ 27.55% |
$25.7K - $27.1K
|
2.32K
$121K
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
500+ 4.01% |
$25.7K - $27.1K
|
13K
$681K
|
|
|
Nov 10, 2025
Q3 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
489+ 4.25% |
$25.1K - $26.5K
|
12K
$629K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
485+ 8.95% |
$24.9K - $26.3K
|
5.91K
$310K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
481+ 2.3% |
$24.7K - $26.1K
|
21.4K
$1.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
461+ 6.06% |
$23.7K - $25K
|
8.06K
$423K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
460+ 1.64% |
$23.6K - $25K
|
28.5K
$1.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
455+ 6.76% |
$23.4K - $24.7K
|
7.19K
$377K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
450+ 3.44% |
$23.1K - $24.4K
|
13.5K
$709K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
439+ 0.06% |
$22.6K - $23.8K
|
701K
$36.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
439New |
$22.6K - $23.8K
|
439
$23K
|
|
|
Nov 05, 2025
Q3 2025
|
Client First Capital LLC
|
BUY
|
- |
432+ 0.37% |
$22.2K - $23.4K
|
116K
$6.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
428+ 1.04% |
$22K - $23.2K
|
41.7K
$2.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
427+ 0.08% |
$21.9K - $23.2K
|
569K
$29.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
422+ 5.93% |
$21.7K - $22.9K
|
7.54K
$395K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
416+ 3.09% |
$21.4K - $22.6K
|
13.9K
$728K
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
413+ 0.59% |
$21.2K - $22.4K
|
70.7K
$3.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
400+ 5.12% |
$20.5K - $21.7K
|
8.21K
$431K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
395+ 1.96% |
$20.3K - $21.4K
|
20.5K
$1.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
384+ 0.82% |
$19.7K - $20.8K
|
47.5K
$2.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
372+ 1.67% |
$19.1K - $20.2K
|
22.6K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
372+ 2.16% |
$19.1K - $20.2K
|
17.6K
$921K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
357+ 4.14% |
$18.3K - $19.4K
|
8.99K
$471K
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
343+ 5.5% |
$17.6K - $18.6K
|
6.59K
$345K
|
|
|
Nov 12, 2025
Q3 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
335+ 0.99% |
$17.2K - $18.2K
|
34.1K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
329New |
$16.9K - $17.8K
|
329
$17.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
327+ 1.94% |
$16.8K - $17.7K
|
17.1K
$899K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
327+ 3.98% |
$16.8K - $17.7K
|
8.55K
$448K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
325+ 5.09% |
$16.7K - $17.6K
|
6.7K
$352K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
319+ 1.78% |
$16.4K - $17.3K
|
18.3K
$957K
|
|
|
Oct 17, 2025
Q3 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
319+ 2.88% |
$16.4K - $17.3K
|
11.4K
$597K
|
|
|
Nov 07, 2025
Q3 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
318+ 1.0% |
$16.3K - $17.3K
|
32.1K
$1.68M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
312New |
$16K - $16.9K
|
312
$16.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
306+ 1.24% |
$15.7K - $16.6K
|
24.9K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
303+ 2.0% |
$15.6K - $16.4K
|
15.4K
$809K
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
300+ 4.29% |
$15.4K - $16.3K
|
7.3K
$383K
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
297+ 2.04% |
$15.3K - $16.1K
|
14.9K
$781K
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
296+ 6.43% |
$15.2K - $16.1K
|
4.9K
$257K
|
|