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 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
15.3K+ 55.44% |
$627K - $702K
|
43K
$2.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.1K+ 638.54% |
$616K - $690K
|
17.5K
$905K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
15K+ 109.69% |
$613K - $686K
|
28.7K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
14.8KNew |
$606K - $679K
|
14.8K
$769K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.8K+ 6.27% |
$606K - $679K
|
252K
$13M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
14.8KNew |
$603K - $676K
|
14.8K
$765K
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
14.5KNew |
$594K - $665K
|
14.5K
$754K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
14.3K+ 17.06% |
$584K - $654K
|
98K
$5.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13.9K+ 15.85% |
$566K - $634K
|
101K
$5.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.9K+ 2.2% |
$527K - $590K
|
598K
$31M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.8K+ 3.36% |
$523K - $586K
|
393K
$20.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.6K+ 0.42% |
$474K - $531K
|
2.79M
$145M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
11.5KNew |
$469K - $525K
|
11.5K
$594K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
11.5KNew |
$468K - $524K
|
11.5K
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.1K+ 6.09% |
$454K - $508K
|
193K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11K+ 12.88% |
$449K - $503K
|
96.4K
$5M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
CALL |
10.8K+ 10800.0% |
$441K - $494K
|
10.9K
$565K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
10.3K+ 53.87% |
$420K - $471K
|
29.4K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$414K - $464K
|
10.1K
$526K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$411K - $460K
|
10.1K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$409K - $458K
|
10K
$519K
|
|
|
Nov 14, 2024
Q3 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
10K+ 12.34% |
$408K - $457K
|
91.1K
$4.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
10KNew |
$408K - $457K
|
10K
$518K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
9.9KNew |
$404K - $453K
|
9.9K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
9.71KNew |
$397K - $444K
|
9.71K
$503K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.68K+ 7.78% |
$395K - $443K
|
134K
$6.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
8.94K+ 262.48% |
$365K - $409K
|
12.3K
$640K
|
|
|
Nov 14, 2024
Q3 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
8.9KNew |
$364K - $407K
|
8.9K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
8.64K+ 10.01% |
$353K - $395K
|
95K
$4.92M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
8.49K+ 45.4% |
$347K - $389K
|
27.2K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.33K+ 48.09% |
$340K - $381K
|
25.6K
$1.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
8.19KNew |
$334K - $374K
|
8.19K
$424K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.84KNew |
$320K - $359K
|
7.84K
$406K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.63K+ 21.35% |
$311K - $349K
|
43.3K
$2.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
7.54K+ 5.08% |
$308K - $345K
|
156K
$8.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.49K+ 41.19% |
$306K - $343K
|
25.7K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
7.25KNew |
$296K - $332K
|
7.25K
$376K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
7.12K+ 75.24% |
$291K - $325K
|
16.6K
$859K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.91K+ 8.97% |
$282K - $316K
|
83.9K
$4.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
6.83K+ 2.07% |
$279K - $313K
|
337K
$17.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
6.65KNew |
$272K - $304K
|
6.65K
$345K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6.63K+ 6.26% |
$271K - $303K
|
113K
$5.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
PUT |
6.5KNew |
$265K - $297K
|
6.5K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6.49K+ 479.19% |
$265K - $297K
|
7.85K
$407K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.34KNew |
$259K - $290K
|
6.34K
$328K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.92KNew |
$242K - $271K
|
5.92K
$307K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
5.81KNew |
$237K - $266K
|
5.81K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
5.79KNew |
$236K - $265K
|
5.79K
$300K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5.74K+ 10.76% |
$234K - $262K
|
59.1K
$3.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.71K+ 5.75% |
$233K - $261K
|
105K
$5.44M
|