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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
9.51KNew |
$377K - $404K
|
9.51K
$492K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
8.79KNew |
$348K - $373K
|
8.79K
$454K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
7.6KNew |
$301K - $323K
|
7.6K
$393K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
7.33KNew |
$290K - $311K
|
7.33K
$379K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
6.65KNew |
$263K - $283K
|
6.65K
$344K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.41KNew |
$254K - $272K
|
6.41K
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
6.35KNew |
$251K - $270K
|
6.35K
$328K
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
6.22KNew |
$246K - $264K
|
6.22K
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
6.04KNew |
$239K - $257K
|
6.04K
$312K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6KNew |
$238K - $255K
|
6K
$310K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5.96KNew |
$236K - $253K
|
5.96K
$308K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
5.79KNew |
$229K - $246K
|
5.79K
$299K
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
5.05KNew |
$200K - $215K
|
5.05K
$261K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.55K+ 25.49% |
$180K - $193K
|
22.4K
$1.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.63KNew |
$144K - $154K
|
3.63K
$188K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.92KNew |
$76.1K - $81.7K
|
1.92K
$99.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.5K+ 43.03% |
$59.4K - $63.7K
|
4.99K
$258K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.13KNew |
$44.8K - $48.1K
|
1.13K
$58.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.08K+ 4.15% |
$42.8K - $45.9K
|
27.1K
$1.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
1.04K+ 6.81% |
$41.2K - $44.2K
|
16.3K
$844K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.01KNew |
$40.1K - $43.1K
|
1.01K
$52.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
863+ 1.47% |
$34.2K - $36.7K
|
59.6K
$3.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
750New |
$29.7K - $31.9K
|
750
$38.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
700+ 368.42% |
$27.7K - $29.7K
|
890
$46K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
687New |
$27.2K - $29.2K
|
687
$35.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
595+ 5.75% |
$23.6K - $25.3K
|
10.9K
$565K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
497+ 9.6% |
$19.7K - $21.1K
|
5.67K
$293K
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
480+ 7.71% |
$19K - $20.4K
|
6.71K
$347K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
400New |
$15.8K - $17K
|
400
$20.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
392+ 179.82% |
$15.5K - $16.7K
|
610
$31.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
296New |
$11.7K - $12.6K
|
296
$15.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
287+ 7.0% |
$11.4K - $12.2K
|
4.39K
$227K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
220New |
$8.71K - $9.35K
|
220
$11.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
205New |
$8.12K - $8.71K
|
205
$10.6K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
150+ 3.99% |
$5.94K - $6.37K
|
3.91K
$202K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
129+ 0.76% |
$5.11K - $5.48K
|
17.2K
$887K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
100+ 0.7% |
$3.96K - $4.25K
|
14.3K
$739K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
96+ 4.82% |
$3.8K - $4.08K
|
2.09K
$108K
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
88+ 0.4% |
$3.48K - $3.74K
|
22.3K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
72New |
$2.85K - $3.06K
|
72
$3.72K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
66+ 0.92% |
$2.61K - $2.8K
|
7.27K
$376K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
52+ 0.47% |
$2.06K - $2.21K
|
11.2K
$580K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
46+ 0.38% |
$1.82K - $1.95K
|
12.2K
$631K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
14New |
$554 - $595
|
14
$724
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4+ 0.05% |
$158 - $170
|
8.38K
$433K
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2+ 0.01% |
$79.2 - $85
|
20.4K
$1.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.02% |
$39.6 - $42.5
|
6.64K
$343K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
8.5M+ 283.33% |
$317M - $358M
|
11.5M
$595M
|
|
|
May 15, 2024
Q1 2024
|
Diameter Capital Partners LP
New York, NY |
BUY
|
CALL |
1.5MNew |
$55.9M - $63.2M
|
1.5M
$77.6M
|
|
|
May 15, 2024
Q1 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
1.18MNew |
$43.8M - $49.5M
|
1.18M
$60.8M
|
|