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 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
51+ 0.92% |
$2.08K - $2.33K
|
5.59K
$290K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
50New |
$2.04K - $2.29K
|
50
$2.59K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
50New |
$2.04K - $2.29K
|
50
$2.59K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
50+ 0.64% |
$2.04K - $2.29K
|
7.81K
$405K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
44+ 3.0% |
$1.8K - $2.01K
|
1.51K
$78.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
41+ 0.54% |
$1.67K - $1.88K
|
7.6K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
40+ 0.32% |
$1.63K - $1.83K
|
12.7K
$658K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
25+ 0.42% |
$1.02K - $1.14K
|
6.02K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
24+ 0.37% |
$980 - $1.1K
|
6.58K
$341K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
23+ 0.93% |
$939 - $1.05K
|
2.51K
$130K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
22New |
$898 - $1.01K
|
22
$1.14K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
20+ 0.03% |
$817 - $915
|
74.6K
$3.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20+ 0.29% |
$817 - $915
|
6.85K
$355K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
19+ 0.29% |
$776 - $869
|
6.68K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
18+ 0.14% |
$735 - $823
|
13.3K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
16New |
$653 - $732
|
16
$829
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
16+ 3.36% |
$653 - $732
|
492
$25.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
13+ 0.25% |
$531 - $595
|
5.3K
$275K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
13New |
$531 - $595
|
13
$674
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
13+ 0.15% |
$531 - $595
|
8.8K
$456K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12+ 0.31% |
$490 - $549
|
3.94K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
11+ 0.18% |
$449 - $503
|
6.21K
$322K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11+ 0.17% |
$449 - $503
|
6.34K
$328K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9+ 0.25% |
$368 - $412
|
3.55K
$184K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 0.1% |
$327 - $366
|
7.97K
$413K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
7+ 0.03% |
$286 - $320
|
24.4K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
6+ 0.09% |
$245 - $274
|
6.79K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
4+ 0.03% |
$163 - $183
|
13.2K
$683K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 21.05% |
$163 - $183
|
23
$1.19K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.34% |
$81.7 - $91.5
|
589
$30.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2+ 0.02% |
$81.7 - $91.5
|
9.6K
$497K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2+ 0.01% |
$81.7 - $91.5
|
24.9K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1+ 0.01% |
$40.8 - $45.7
|
8.83K
$458K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1+ 0.01% |
$40.8 - $45.7
|
11.8K
$610K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
CALL |
17.8MNew |
$703M - $755M
|
17.8M
$921M
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
8M+ 266.67% |
$317M - $340M
|
11M
$570M
|
|
|
Aug 14, 2024
Q2 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
3.58M+ 66.31% |
$142M - $152M
|
8.97M
$465M
|
|
|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
PUT |
3.56MNew |
$141M - $151M
|
3.56M
$184M
|
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
775KNew |
$30.7M - $32.9M
|
775K
$40.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
756K+ 147.7% |
$29.9M - $32.1M
|
1.27M
$65.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
470KNew |
$18.6M - $20M
|
470K
$24.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
431KNew |
$17.1M - $18.3M
|
431K
$22.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
400KNew |
$15.8M - $17M
|
400K
$20.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
299KNew |
$11.8M - $12.7M
|
299K
$15.5M
|
|
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
239KNew |
$9.45M - $10.1M
|
239K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Edenbrook Capital, LLC
Mount Kisco, NY |
BUY
|
PUT |
200KNew |
$7.92M - $8.5M
|
200K
$10.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
183KNew |
$7.26M - $7.79M
|
183K
$9.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
130KNew |
$5.16M - $5.53M
|
130K
$6.75M
|
|
|
Jul 10, 2024
Q2 2024
|
Pacific Wealth Management
|
BUY
|
- |
93.7KNew |
$3.71M - $3.98M
|
93.7K
$4.86M
|
|