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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
109+ 2.8% |
$5.6K - $5.91K
|
4K
$210K
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
107+ 2.2% |
$5.5K - $5.8K
|
4.96K
$260K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
107+ 0.16% |
$5.5K - $5.8K
|
67.7K
$3.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Eukles Asset Management
|
BUY
|
- |
101+ 46.12% |
$5.19K - $5.48K
|
320
$16.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
100+ 0.9% |
$5.14K - $5.43K
|
11.2K
$588K
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
BUY
|
- |
98+ 0.3% |
$5.03K - $5.32K
|
32.5K
$1.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
93+ 2.35% |
$4.78K - $5.05K
|
4.06K
$213K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
92+ 0.99% |
$4.73K - $4.99K
|
9.43K
$495K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
92+ 0.17% |
$4.73K - $4.99K
|
54.4K
$2.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
92New |
$4.73K - $4.99K
|
92
$4.83K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
82+ 0.6% |
$4.21K - $4.45K
|
13.7K
$719K
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
81+ 0.31% |
$4.16K - $4.39K
|
26.5K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
79+ 0.93% |
$4.06K - $4.29K
|
8.55K
$449K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
79+ 1.11% |
$4.06K - $4.29K
|
7.18K
$377K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
77+ 0.98% |
$3.96K - $4.18K
|
7.91K
$415K
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
75+ 1.05% |
$3.85K - $4.07K
|
7.21K
$378K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
75New |
$3.85K - $4.07K
|
75
$3.93K
|
|
|
Nov 12, 2025
Q3 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
74+ 0.17% |
$3.8K - $4.01K
|
44.8K
$2.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
73New |
$3.75K - $3.96K
|
73
$3.83K
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
67+ 0.4% |
$3.44K - $3.63K
|
16.9K
$886K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
60+ 0.25% |
$3.08K - $3.26K
|
24.2K
$1.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
60New |
$3.08K - $3.26K
|
60
$3.15K
|
|
|
Nov 13, 2025
Q3 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
57+ 1.29% |
$2.93K - $3.09K
|
4.47K
$234K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
51+ 0.66% |
$2.62K - $2.77K
|
7.8K
$409K
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
50+ 2.61% |
$2.57K - $2.71K
|
1.96K
$103K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
50+ 1.0% |
$2.57K - $2.71K
|
5.07K
$266K
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
50+ 0.72% |
$2.57K - $2.71K
|
7.01K
$368K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
50+ 1.29% |
$2.57K - $2.71K
|
3.94K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
49+ 0.1% |
$2.52K - $2.66K
|
47.5K
$2.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
42+ 0.3% |
$2.16K - $2.28K
|
14.2K
$747K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
40+ 0.14% |
$2.05K - $2.17K
|
29.3K
$1.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
38+ 0.65% |
$1.95K - $2.06K
|
5.89K
$309K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
38+ 0.96% |
$1.95K - $2.06K
|
3.98K
$209K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
36+ 0.36% |
$1.85K - $1.95K
|
10K
$525K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
36+ 5.24% |
$1.85K - $1.95K
|
723
$37.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
30+ 0.28% |
$1.54K - $1.63K
|
10.7K
$562K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
30+ 0.6% |
$1.54K - $1.63K
|
5.02K
$264K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
29+ 0.23% |
$1.49K - $1.57K
|
12.7K
$665K
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
28New |
$1.44K - $1.52K
|
28
$1.47K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
28+ 0.49% |
$1.44K - $1.52K
|
5.7K
$299K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
28+ 0.99% |
$1.44K - $1.52K
|
2.86K
$150K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
27New |
$1.39K - $1.46K
|
27
$1.42K
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
26+ 0.15% |
$1.34K - $1.41K
|
17.2K
$902K
|
|
|
Nov 12, 2025
Q3 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
24+ 0.13% |
$1.23K - $1.3K
|
18.1K
$951K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
24+ 0.09% |
$1.23K - $1.3K
|
25.5K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
21+ 0.34% |
$1.08K - $1.14K
|
6.26K
$328K
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
21+ 0.14% |
$1.08K - $1.14K
|
15.4K
$806K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
20+ 1.52% |
$1.03K - $1.09K
|
1.33K
$69.9K
|
|