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 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.93K+ 37.22% |
$120K - $134K
|
10.8K
$560K
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
2.86K+ 6.73% |
$117K - $131K
|
45.3K
$2.35M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.79K+ 4.25% |
$114K - $128K
|
68.6K
$3.55M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
2.67K+ 3.88% |
$109K - $122K
|
71.4K
$3.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.67K+ 27.21% |
$109K - $122K
|
12.5K
$646K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.66K+ 4.79% |
$109K - $122K
|
58.3K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
2.66K+ 5.65% |
$109K - $122K
|
49.7K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.63K+ 62.07% |
$107K - $120K
|
6.87K
$356K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
2.5KNew |
$102K - $114K
|
2.5K
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.2K+ 0.99% |
$89.6K - $100K
|
224K
$11.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
2.09K+ 3.46% |
$85.2K - $95.5K
|
62.5K
$3.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2KNew |
$81.7K - $91.5K
|
2K
$104K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2K+ 22.67% |
$81.7K - $91.5K
|
10.8K
$561K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.97K+ 7.2% |
$80.6K - $90.2K
|
29.4K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.85K+ 8.07% |
$75.5K - $84.6K
|
24.8K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.85K+ 5.13% |
$75.5K - $84.5K
|
37.9K
$1.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.84K+ 13.64% |
$75.1K - $84.2K
|
15.3K
$794K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.8K+ 35.06% |
$73.6K - $82.5K
|
6.95K
$360K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.71KNew |
$69.9K - $78.3K
|
1.71K
$88.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.67K+ 0.19% |
$68.1K - $76.2K
|
888K
$46M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.63K+ 1.49% |
$66.7K - $74.6K
|
111K
$5.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.52KNew |
$62K - $69.4K
|
1.52K
$78.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.51K+ 188.14% |
$61.5K - $68.9K
|
2.31K
$120K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.47KNew |
$60K - $67.2K
|
1.47K
$76.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.45K+ 14.49% |
$59K - $66.1K
|
11.4K
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.44K+ 28.48% |
$58.7K - $65.7K
|
6.48K
$336K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.42K+ 4.87% |
$58K - $64.9K
|
30.5K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.39K+ 5.28% |
$56.7K - $63.5K
|
27.7K
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.37K+ 5.18% |
$56K - $62.7K
|
27.8K
$1.44M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.35K+ 20.77% |
$55.1K - $61.7K
|
7.85K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.32K+ 13.33% |
$53.7K - $60.1K
|
11.2K
$579K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.28K+ 0.03% |
$52.2K - $58.5K
|
4.18M
$217M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.2K+ 5.74% |
$49.1K - $55K
|
22.1K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.19K+ 1.7% |
$48.6K - $54.4K
|
71K
$3.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.18KNew |
$48.3K - $54.1K
|
1.18K
$61.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.17K+ 15.39% |
$47.9K - $53.7K
|
8.8K
$456K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.11KNew |
$45.1K - $50.5K
|
1.11K
$57.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.07K+ 6.41% |
$43.7K - $49K
|
17.8K
$922K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.05K+ 15.94% |
$42.7K - $47.8K
|
7.61K
$394K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.02K+ 4.89% |
$41.7K - $46.7K
|
21.9K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1K+ 2.81% |
$40.8K - $45.7K
|
36.6K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
950+ 33.33% |
$38.8K - $43.5K
|
3.8K
$197K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
859+ 6.3% |
$35.1K - $39.3K
|
14.5K
$751K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
845+ 56.6% |
$34.5K - $38.7K
|
2.34K
$121K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
842+ 3.03% |
$34.4K - $38.5K
|
28.6K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
820+ 9.11% |
$33.5K - $37.5K
|
9.82K
$509K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
665+ 11.44% |
$27.2K - $30.4K
|
6.48K
$336K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
634+ 218.62% |
$25.9K - $29K
|
924
$47.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
629+ 7.16% |
$25.7K - $28.8K
|
9.42K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
627+ 5.38% |
$25.6K - $28.7K
|
12.3K
$637K
|