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 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
619+ 0.08% |
$25.3K - $28.3K
|
775K
$40.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
600+ 4000.0% |
$24.5K - $27.4K
|
615
$31.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
PUT |
600New |
$24.5K - $27.4K
|
600
$31.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
574New |
$23.4K - $26.3K
|
574
$29.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
571+ 1.81% |
$23.3K - $26.1K
|
32.1K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
569+ 4.65% |
$23.2K - $26K
|
12.8K
$663K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
501+ 9.5% |
$20.5K - $22.9K
|
5.78K
$299K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
477+ 1.49% |
$19.5K - $21.8K
|
32.4K
$1.68M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
458+ 3.07% |
$18.7K - $20.9K
|
15.4K
$798K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
446+ 2.87% |
$18.2K - $20.4K
|
16K
$829K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
443+ 2.87% |
$18.1K - $20.3K
|
15.9K
$823K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
394+ 1.4% |
$16.1K - $18K
|
28.5K
$1.48M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
375New |
$15.3K - $17.2K
|
375
$19.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
374+ 0.21% |
$15.3K - $17.1K
|
177K
$9.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
374+ 11.33% |
$15.3K - $17.1K
|
3.67K
$190K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
360New |
$14.7K - $16.5K
|
360
$18.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
357+ 4.4% |
$14.6K - $16.3K
|
8.47K
$439K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
332+ 3.61% |
$13.6K - $15.2K
|
9.53K
$494K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
329+ 4.63% |
$13.4K - $15K
|
7.43K
$385K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
313+ 0.63% |
$12.8K - $14.3K
|
50.3K
$2.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
307+ 3.92% |
$12.5K - $14K
|
8.14K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
285+ 0.87% |
$11.6K - $13K
|
32.9K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
283+ 1.05% |
$11.6K - $12.9K
|
27.3K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
276+ 3.56% |
$11.3K - $12.6K
|
8.04K
$417K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
266+ 1.99% |
$10.9K - $12.2K
|
13.6K
$707K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
264New |
$10.8K - $12.1K
|
264
$13.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
250+ 5.43% |
$10.2K - $11.4K
|
4.86K
$252K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
250New |
$10.2K - $11.4K
|
250
$13K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
244New |
$9.96K - $11.2K
|
244
$12.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
238+ 14.43% |
$9.72K - $10.9K
|
1.89K
$97.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
226+ 10.51% |
$9.23K - $10.3K
|
2.38K
$123K
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
224+ 2.73% |
$9.15K - $10.2K
|
8.42K
$436K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
222+ 4.13% |
$9.07K - $10.2K
|
5.6K
$290K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
213+ 1.31% |
$8.7K - $9.74K
|
16.5K
$856K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
202+ 49.63% |
$8.25K - $9.24K
|
609
$31.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
200+ 0.22% |
$8.17K - $9.15K
|
90K
$4.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
200New |
$8.17K - $9.15K
|
200
$10.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
192New |
$7.84K - $8.78K
|
192
$9.95K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
137+ 13.58% |
$5.6K - $6.27K
|
1.15K
$59.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
122+ 10.71% |
$4.98K - $5.58K
|
1.26K
$65.3K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 100.0% |
$4.08K - $4.57K
|
200
$10.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
97New |
$3.96K - $4.44K
|
97
$5.03K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
93+ 1.36% |
$3.8K - $4.25K
|
6.91K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
93New |
$3.8K - $4.25K
|
93
$4.82K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
74+ 12.01% |
$3.02K - $3.38K
|
690
$35.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
72+ 1.35% |
$2.94K - $3.29K
|
5.39K
$280K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
67+ 1.18% |
$2.74K - $3.06K
|
5.73K
$297K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
61+ 0.95% |
$2.49K - $2.79K
|
6.46K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
59+ 0.07% |
$2.41K - $2.7K
|
88.1K
$4.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
59+ 1.04% |
$2.41K - $2.7K
|
5.73K
$297K
|