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 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
5.57K+ 28.44% |
$228K - $255K
|
25.2K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.56KNew |
$227K - $254K
|
5.56K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.55K+ 165.86% |
$227K - $254K
|
8.89K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.54KNew |
$226K - $253K
|
5.54K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
5.38KNew |
$220K - $246K
|
5.38K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5.24K+ 37.37% |
$214K - $239K
|
19.2K
$997K
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
5.23KNew |
$213K - $239K
|
5.23K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
5.19K+ 70.1% |
$212K - $237K
|
12.6K
$652K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.18KNew |
$212K - $237K
|
5.18K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.16K+ 2.06% |
$211K - $236K
|
255K
$13.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.15K+ 0.59% |
$210K - $235K
|
878K
$45.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.03KNew |
$205K - $230K
|
5.03K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
5KNew |
$204K - $229K
|
5K
$259K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
4.9KNew |
$200K - $224K
|
4.9K
$254K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
4.83K+ 31.49% |
$197K - $221K
|
20.2K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.82KNew |
$197K - $220K
|
4.82K
$250K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
4.79KNew |
$195K - $219K
|
4.79K
$248K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.75KNew |
$194K - $217K
|
4.75K
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
4.74KNew |
$194K - $217K
|
4.74K
$246K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4.7KNew |
$192K - $215K
|
4.7K
$244K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
4.68K+ 1.16% |
$191K - $214K
|
409K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
4.65KNew |
$190K - $213K
|
4.65K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4.63KNew |
$189K - $212K
|
4.63K
$240K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.63KNew |
$189K - $212K
|
4.63K
$240K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
4.61KNew |
$188K - $211K
|
4.61K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.6KNew |
$188K - $211K
|
4.6K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.6KNew |
$188K - $210K
|
4.6K
$238K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
4.6KNew |
$188K - $210K
|
4.6K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.56KNew |
$186K - $209K
|
4.56K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
4.55KNew |
$186K - $208K
|
4.55K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
4.52KNew |
$184K - $207K
|
4.52K
$234K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.46K+ 33.82% |
$182K - $204K
|
17.6K
$914K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
4.45KNew |
$182K - $203K
|
4.45K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
4.43KNew |
$181K - $203K
|
4.43K
$230K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.29KNew |
$175K - $196K
|
4.29K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.28K+ 21.74% |
$175K - $196K
|
23.9K
$1.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.24KNew |
$173K - $194K
|
4.24K
$220K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
4KNew |
$163K - $183K
|
4K
$207K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4K+ 5.98% |
$163K - $183K
|
70.9K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.97K+ 29.47% |
$162K - $182K
|
17.4K
$904K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.88K+ 40.14% |
$158K - $177K
|
13.5K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.77K+ 12.2% |
$154K - $172K
|
34.7K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.75K+ 4.19% |
$153K - $171K
|
93.2K
$4.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.64K+ 19.46% |
$149K - $166K
|
22.3K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
3.54K+ 100.71% |
$144K - $162K
|
7.05K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.28K+ 747.95% |
$134K - $150K
|
3.71K
$192K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.19KNew |
$130K - $146K
|
3.19K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.17K+ 1.04% |
$129K - $145K
|
307K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.16K+ 0.02% |
$129K - $145K
|
13M
$671M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.12KNew |
$127K - $142K
|
3.12K
$161K
|