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 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
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
18+ 0.15% |
$925 - $977
|
11.8K
$619K
|
|
|
Nov 19, 2025
Q3 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
16+ 0.19% |
$822 - $868
|
8.42K
$442K
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
16+ 0.2% |
$822 - $868
|
8.2K
$430K
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
13+ 0.09% |
$668 - $705
|
13.7K
$720K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13+ 0.1% |
$668 - $705
|
12.4K
$651K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
12+ 0.24% |
$616 - $651
|
4.95K
$259K
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
12+ 0.29% |
$616 - $651
|
4.11K
$216K
|
|
|
Nov 13, 2025
Q3 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
10New |
$514 - $543
|
10
$525
|
|
|
Nov 13, 2025
Q3 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
10+ 0.19% |
$514 - $543
|
5.17K
$271K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10+ 0.21% |
$514 - $543
|
4.82K
$253K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
9+ 0.18% |
$462 - $488
|
5.07K
$266K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
9+ 0.2% |
$462 - $488
|
4.42K
$232K
|
|
|
Oct 27, 2025
Q3 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
9+ 0.18% |
$462 - $488
|
4.98K
$261K
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
8+ 0.02% |
$411 - $434
|
32.1K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8+ 0.14% |
$411 - $434
|
5.86K
$307K
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
8+ 0.06% |
$411 - $434
|
14.5K
$762K
|
|
|
Nov 14, 2025
Q3 2025
|
Sierra Capital LLC
|
BUY
|
- |
8+ 0.01% |
$411 - $434
|
157K
$8.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
8+ 0.08% |
$411 - $434
|
10.2K
$532K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
8+ 0.11% |
$411 - $434
|
7.02K
$368K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7+ 0.05% |
$360 - $380
|
14.2K
$746K
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
7New |
$360 - $380
|
7
$367
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
6+ 0.01% |
$308 - $326
|
41.7K
$2.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6+ 0.15% |
$308 - $326
|
3.92K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 0.26% |
$257 - $271
|
1.91K
$100K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5+ 0.08% |
$257 - $271
|
6.44K
$338K
|
|
|
Nov 14, 2025
Q3 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4+ 0.06% |
$205 - $217
|
7.25K
$380K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4+ 0.04% |
$205 - $217
|
11.4K
$598K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4+ 0.03% |
$205 - $217
|
14.8K
$777K
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
3+ 0.04% |
$154 - $163
|
6.82K
$358K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3+ 0.3% |
$154 - $163
|
1.01K
$52.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
3+ 0.04% |
$154 - $163
|
7.71K
$404K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.02% |
$154 - $163
|
17.5K
$920K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 0.24% |
$154 - $163
|
1.26K
$66.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.03% |
$103 - $109
|
6.15K
$323K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 0.0% |
$103 - $109
|
54.5K
$2.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2+ 0.02% |
$103 - $109
|
8.32K
$436K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 0.3% |
$103 - $109
|
676
$35.5K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.4% |
$51.4 - $54.3
|
254
$13.3K
|
|