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 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
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
294New |
$15.1K - $15.9K
|
294
$15.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
288+ 5.44% |
$14.8K - $15.6K
|
5.59K
$293K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
285+ 0.55% |
$14.6K - $15.5K
|
51.8K
$2.72M
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
284+ 28400.0% |
$14.6K - $15.4K
|
285
$14.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
BUY
|
- |
283+ 3.48% |
$14.5K - $15.4K
|
8.42K
$441K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
283+ 0.25% |
$14.5K - $15.4K
|
114K
$6M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
279+ 5.26% |
$14.3K - $15.1K
|
5.58K
$293K
|
|
|
Nov 05, 2025
Q3 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
267+ 2.86% |
$13.7K - $14.5K
|
9.59K
$503K
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
259+ 3.26% |
$13.3K - $14.1K
|
8.2K
$430K
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
257+ 0.29% |
$13.2K - $13.9K
|
90.4K
$4.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Athena Investment Management
|
BUY
|
- |
255+ 4.72% |
$13.1K - $13.8K
|
5.66K
$297K
|
|
|
Oct 29, 2025
Q3 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
254+ 1.68% |
$13K - $13.8K
|
15.4K
$807K
|
|
|
Nov 12, 2025
Q3 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
248+ 5.02% |
$12.7K - $13.5K
|
5.19K
$272K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
246+ 2.53% |
$12.6K - $13.3K
|
9.96K
$522K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
242+ 0.21% |
$12.4K - $13.1K
|
118K
$6.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
237+ 0.49% |
$12.2K - $12.9K
|
49.1K
$2.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
236+ 0.82% |
$12.1K - $12.8K
|
28.9K
$1.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
234New |
$12K - $12.7K
|
234
$12.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
225+ 5.23% |
$11.6K - $12.2K
|
4.53K
$237K
|
|
|
Nov 03, 2025
Q3 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
223+ 4.08% |
$11.5K - $12.1K
|
5.68K
$298K
|
|
|
Nov 14, 2025
Q3 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
217+ 0.92% |
$11.1K - $11.8K
|
23.7K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
216+ 15.38% |
$11.1K - $11.7K
|
1.62K
$85K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
210+ 4.09% |
$10.8K - $11.4K
|
5.34K
$280K
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
200+ 6.49% |
$10.3K - $10.9K
|
3.28K
$172K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
200+ 1.61% |
$10.3K - $10.9K
|
12.6K
$663K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
197+ 2.12% |
$10.1K - $10.7K
|
9.48K
$497K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
195+ 0.33% |
$10K - $10.6K
|
59.8K
$3.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
195+ 2.44% |
$10K - $10.6K
|
8.18K
$429K
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
191+ 2.2% |
$9.81K - $10.4K
|
8.87K
$465K
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
190+ 3.91% |
$9.76K - $10.3K
|
5.05K
$265K
|
|
|
Oct 09, 2025
Q3 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
189+ 0.8% |
$9.71K - $10.3K
|
23.9K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
185+ 1.9% |
$9.5K - $10K
|
9.9K
$519K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
181+ 0.31% |
$9.3K - $9.82K
|
57.9K
$3.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
180+ 0.81% |
$9.25K - $9.77K
|
22.4K
$1.18M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
179+ 0.8% |
$9.2K - $9.71K
|
22.6K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
164+ 328.0% |
$8.42K - $8.9K
|
214
$11.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
164New |
$8.42K - $8.9K
|
164
$8.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
163+ 0.51% |
$8.37K - $8.84K
|
32.1K
$1.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
155+ 1.93% |
$7.96K - $8.41K
|
8.18K
$429K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
155+ 142.2% |
$7.96K - $8.41K
|
264
$13.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
147+ 0.49% |
$7.55K - $7.97K
|
30.4K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
144+ 0.61% |
$7.4K - $7.81K
|
23.7K
$1.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
139+ 3.24% |
$7.14K - $7.54K
|
4.43K
$232K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
139+ 0.39% |
$7.14K - $7.54K
|
36.1K
$1.89M
|
|
|
Nov 03, 2025
Q3 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
133+ 2.69% |
$6.83K - $7.22K
|
5.07K
$266K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
129+ 53.97% |
$6.63K - $7K
|
368
$19.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
112+ 0.65% |
$5.75K - $6.08K
|
17.4K
$911K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
110+ 1.86% |
$5.65K - $5.97K
|
6.03K
$316K
|
|