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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.54K+ 35.94% |
$206K - $247K
|
24.7K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.39KNew |
$201K - $241K
|
6.39K
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
BUY
|
- |
5.99KNew |
$188K - $226K
|
5.99K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.94KNew |
$187K - $224K
|
5.94K
$305K
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.91KNew |
$186K - $223K
|
5.91K
$304K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
5.87KNew |
$185K - $221K
|
5.87K
$301K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.69KNew |
$179K - $215K
|
5.69K
$292K
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
5.67KNew |
$178K - $214K
|
5.67K
$291K
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
5.65KNew |
$178K - $213K
|
5.65K
$290K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
BUY
|
- |
5.4KNew |
$170K - $204K
|
5.4K
$277K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.94KNew |
$155K - $186K
|
4.94K
$254K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.77K+ 13.21% |
$150K - $180K
|
40.8K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
4.67K+ 12276.32% |
$147K - $176K
|
4.7K
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.7KNew |
$84.9K - $102K
|
2.7K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.09K+ 7.77% |
$65.7K - $78.8K
|
29K
$1.49M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.95KNew |
$61.3K - $73.5K
|
1.95K
$100K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.83K+ 2.24% |
$57.7K - $69.2K
|
83.7K
$4.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.71K+ 745.22% |
$53.9K - $64.7K
|
1.94K
$99.8K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.63KNew |
$51.2K - $61.4K
|
1.63K
$83.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.35KNew |
$42.3K - $50.8K
|
1.35K
$69.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1.22KNew |
$38.3K - $45.9K
|
1.22K
$62.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.07KNew |
$33.5K - $40.2K
|
1.07K
$54.7K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
926New |
$29.1K - $34.9K
|
926
$47.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
785New |
$24.7K - $29.6K
|
785
$40.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
668New |
$21K - $25.2K
|
668
$34.3K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
627New |
$19.7K - $23.7K
|
627
$32.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
480New |
$15.1K - $18.1K
|
480
$24.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
450New |
$14.2K - $17K
|
450
$23.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
376New |
$11.8K - $14.2K
|
376
$19.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
300New |
$9.44K - $11.3K
|
300
$15.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
270New |
$8.49K - $10.2K
|
270
$13.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
250New |
$7.86K - $9.43K
|
250
$12.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
153New |
$4.81K - $5.77K
|
153
$7.86K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
138+ 0.05% |
$4.34K - $5.21K
|
298K
$15.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
104New |
$3.27K - $3.92K
|
104
$5.34K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
87+ 8.73% |
$2.74K - $3.28K
|
1.08K
$55.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
49+ 0.41% |
$1.54K - $1.85K
|
12.1K
$624K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
44+ 0.49% |
$1.38K - $1.66K
|
8.95K
$460K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
40+ 2.57% |
$1.26K - $1.51K
|
1.6K
$81.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1+ 0.03% |
$31.5 - $37.7
|
3.82K
$196K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$31.5 - $37.7
|
1.11K
$57K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Sagil Capital LLP
London, X0 |
BUY
|
PUT |
1.25MNew |
$41.5M - $44.6M
|
1.25M
$64.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
PUT |
575KNew |
$19.1M - $20.5M
|
575K
$29.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
PUT |
213KNew |
$7.07M - $7.58M
|
213K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
200KNew |
$6.63M - $7.12M
|
200K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
111KNew |
$3.68M - $3.95M
|
111K
$5.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
99K+ 82.09% |
$3.28M - $3.52M
|
220K
$11.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
96.1KNew |
$3.19M - $3.42M
|
96.1K
$4.94M
|
|
|
Aug 06, 2024
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
85.6K+ 768.52% |
$2.84M - $3.05M
|
96.8K
$4.97M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
38.6KNew |
$1.28M - $1.38M
|
38.6K
$1.98M
|
|