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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
199+ 1.29% |
$9.42K - $10.4K
|
15.7K
$770K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
175+ 1.33% |
$8.28K - $9.13K
|
13.3K
$655K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
175+ 0.8% |
$8.28K - $9.13K
|
22.1K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
139+ 1.92% |
$6.58K - $7.25K
|
7.39K
$364K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
105+ 1.41% |
$4.97K - $5.48K
|
7.54K
$371K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
85+ 1.06% |
$4.02K - $4.44K
|
8.11K
$399K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
80+ 0.47% |
$3.79K - $4.18K
|
16.9K
$833K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
77New |
$3.64K - $4.02K
|
77
$3.79K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
72+ 1.29% |
$3.41K - $3.76K
|
5.67K
$279K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
BUY
|
- |
53+ 1.07% |
$2.51K - $2.77K
|
5.02K
$247K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
39+ 0.31% |
$1.85K - $2.04K
|
12.7K
$627K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
37+ 0.33% |
$1.75K - $1.93K
|
11.4K
$560K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
37+ 0.21% |
$1.75K - $1.93K
|
17.7K
$872K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
34+ 0.18% |
$1.61K - $1.77K
|
19.1K
$940K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
31+ 0.4% |
$1.47K - $1.62K
|
7.72K
$380K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
26+ 27.96% |
$1.23K - $1.36K
|
119
$5.86K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
23+ 0.08% |
$1.09K - $1.2K
|
29.4K
$1.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
16+ 0.34% |
$757 - $835
|
4.72K
$232K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
10+ 0.08% |
$473 - $522
|
13.1K
$642K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
10+ 0.09% |
$473 - $522
|
11.4K
$561K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.36% |
$331 - $365
|
1.98K
$97.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
5+ 0.54% |
$237 - $261
|
937
$46.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3+ 0.03% |
$142 - $157
|
11.4K
$561K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
$94.6 - $104
|
2.6K
$128K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
2+ 0.15% |
$94.6 - $104
|
1.33K
$65.4K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.1M+ 50.93% |
$857M - $980M
|
56.5M
$2.78B
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.7M+ 25.58% |
$839M - $960M
|
91.8M
$4.52B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16MNew |
$719M - $822M
|
16M
$788M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
15.4M+ 94.07% |
$690M - $789M
|
31.7M
$1.56B
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
PUT |
7.17M+ 21.11% |
$322M - $368M
|
41.1M
$2.02B
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
6.01M+ 135.6% |
$270M - $309M
|
10.4M
$514M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
5.97M+ 40.08% |
$268M - $307M
|
20.9M
$1.03B
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
5.57M+ 56.7% |
$250M - $286M
|
15.4M
$758M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.14M+ 30.14% |
$231M - $264M
|
22.2M
$1.09B
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.37M+ 227.43% |
$196M - $224M
|
6.29M
$310M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.94M+ 26.17% |
$177M - $202M
|
19M
$934M
|
|
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
3.83M+ 4207.12% |
$172M - $197M
|
3.92M
$193M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
3.77M+ 45.31% |
$169M - $193M
|
12.1M
$594M
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
3.13MNew |
$141M - $161M
|
3.13M
$154M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
PUT |
2.98M+ 18.33% |
$134M - $153M
|
19.2M
$946M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
2.59M+ 105.85% |
$116M - $133M
|
5.05M
$248M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.43M+ 82.67% |
$109M - $125M
|
5.38M
$265M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.27M+ 60.95% |
$102M - $117M
|
6M
$295M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.18M+ 12.41% |
$98M - $112M
|
19.8M
$974M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.04M+ 25.57% |
$91.6M - $105M
|
10M
$493M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.02M+ 26.45% |
$90.5M - $104M
|
9.64M
$474M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.01M+ 3421.94% |
$90.3M - $103M
|
2.07M
$102M
|
|
|
Jan 29, 2025
Q4 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
PUT |
1.9MNew |
$85.3M - $97.5M
|
1.9M
$93.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
1.87M+ 9221.67% |
$83.7M - $95.8M
|
1.89M
$92.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.84M+ 673.93% |
$82.6M - $94.4M
|
2.11M
$104M
|
|