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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.21KNew |
$53.3K - $63.6K
|
1.21K
$63.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.2K+ 24.55% |
$52.8K - $63K
|
6.1K
$320K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.2K+ 15.3% |
$52.7K - $62.8K
|
9.04K
$474K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
1.15K+ 5.62% |
$50.4K - $60.1K
|
21.6K
$1.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1K+ 6.31% |
$43.9K - $52.4K
|
16.9K
$884K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
966+ 52.9% |
$42.4K - $50.6K
|
2.79K
$146K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
941New |
$41.3K - $49.3K
|
941
$49.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
CALL |
900New |
$39.5K - $47.1K
|
900
$47.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
650+ 4.04% |
$28.5K - $34K
|
16.7K
$877K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
648New |
$28.5K - $33.9K
|
648
$34K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
632+ 3.49% |
$27.8K - $33.1K
|
18.7K
$982K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
606+ 9.27% |
$26.6K - $31.7K
|
7.14K
$375K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
600+ 722.89% |
$26.4K - $31.4K
|
683
$35.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
596+ 3.37% |
$26.2K - $31.2K
|
18.3K
$958K
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
460+ 10.04% |
$20.2K - $24.1K
|
5.04K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
455+ 0.58% |
$20K - $23.8K
|
78.8K
$4.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
451+ 10.94% |
$19.8K - $23.6K
|
4.57K
$240K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
448+ 7.9% |
$19.7K - $23.5K
|
6.12K
$321K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
431New |
$18.9K - $22.6K
|
431
$22.6K
|
|
|
Jan 07, 2026
Q2 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
402+ 232.37% |
$17.7K - $21.1K
|
575
$30.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
400New |
$17.6K - $20.9K
|
400
$21K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
353+ 14.12% |
$15.5K - $18.5K
|
2.85K
$150K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
325+ 2.76% |
$14.3K - $17K
|
12.1K
$634K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
314+ 7.27% |
$13.8K - $16.4K
|
4.64K
$243K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
245+ 2.47% |
$10.8K - $12.8K
|
10.2K
$533K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
233New |
$10.2K - $12.2K
|
233
$12.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
197+ 1.53% |
$8.65K - $10.3K
|
13.1K
$686K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
181+ 2.33% |
$7.95K - $9.48K
|
7.94K
$417K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
175+ 3.55% |
$7.69K - $9.16K
|
5.1K
$267K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
166New |
$7.29K - $8.69K
|
166
$8.71K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
150+ 7.18% |
$6.59K - $7.86K
|
2.24K
$117K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
142+ 3.01% |
$6.24K - $7.44K
|
4.86K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
141New |
$6.19K - $7.38K
|
141
$7.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
141+ 30.32% |
$6.19K - $7.38K
|
606
$31.8K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
140+ 0.4% |
$6.15K - $7.33K
|
35.5K
$1.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
131+ 2.66% |
$5.75K - $6.86K
|
5.06K
$265K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
115New |
$5.05K - $6.02K
|
115
$6.03K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
110+ 1.88% |
$4.83K - $5.76K
|
5.98K
$313K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
101New |
$4.44K - $5.29K
|
101
$5.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
101+ 2.4% |
$4.44K - $5.29K
|
4.3K
$226K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
80+ 0.28% |
$3.51K - $4.19K
|
28.5K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
67+ 53.6% |
$2.94K - $3.51K
|
192
$10.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
66+ 1.42% |
$2.9K - $3.46K
|
4.73K
$248K
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
50+ 0.6% |
$2.2K - $2.62K
|
8.34K
$437K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
24+ 28.24% |
$1.05K - $1.26K
|
109
$5.72K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
12+ 0.28% |
$527 - $628
|
4.35K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12+ 15.58% |
$527 - $628
|
89
$4.67K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
12+ 0.05% |
$527 - $628
|
25.8K
$1.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
12+ 0.16% |
$527 - $628
|
7.57K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5+ 7.46% |
$220 - $262
|
72
$3.78K
|
|