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 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
300New |
$9.09K - $10.9K
|
300
$15.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
151New |
$4.57K - $5.48K
|
151
$7.82K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
151+ 1.86% |
$4.57K - $5.48K
|
8.25K
$428K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
140New |
$4.24K - $5.08K
|
140
$7.25K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
128New |
$3.88K - $4.65K
|
128
$6.63K
|
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
100+ 1.41% |
$3.03K - $3.63K
|
7.18K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
100New |
$3.03K - $3.63K
|
100
$5.18K
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
89+ 0.42% |
$2.7K - $3.23K
|
21.4K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
65+ 0.97% |
$1.97K - $2.36K
|
6.77K
$351K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
42New |
$1.27K - $1.53K
|
42
$2.18K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
34+ 2.25% |
$1.03K - $1.23K
|
1.54K
$80K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
31+ 2.22% |
$939 - $1.13K
|
1.43K
$74.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
23+ 0.16% |
$697 - $835
|
14.3K
$741K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
19New |
$576 - $690
|
19
$985
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
5+ 0.03% |
$151 - $182
|
16.7K
$866K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1New |
$30.3 - $36.3
|
1
$51.8
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$30.3 - $36.3
|
1
$51.8
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
PUT |
1.31MNew |
$39.9M - $47.1M
|
1.31M
$68.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnbrook Capital Management LP
|
BUY
|
- |
1.08MNew |
$32.6M - $38.5M
|
1.08M
$55.7M
|
|
|
Oct 17, 2023
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
PUT |
1MNew |
$30.4M - $35.8M
|
1M
$51.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Linden Advisors LP
New York, NY |
BUY
|
PUT |
100KNew |
$3.04M - $3.58M
|
100K
$5.18M
|
|
|
Oct 13, 2022
Q3 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
92.3KNew |
$2.8M - $3.31M
|
92.3K
$4.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
75K+ 100.0% |
$2.28M - $2.69M
|
150K
$7.77M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
PUT |
57KNew |
$1.73M - $2.04M
|
57K
$2.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
40KNew |
$1.21M - $1.43M
|
40K
$2.07M
|
|
|
Nov 07, 2022
Q3 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
24.5KNew |
$744K - $878K
|
24.5K
$1.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Newfoundland Capital Management
Sao Paulo, D5 |
BUY
|
PUT |
22K+ 4.89% |
$668K - $788K
|
472K
$24.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
BUY
|
- |
16.1KNew |
$488K - $575K
|
16.1K
$833K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
15.5K+ 93.02% |
$472K - $557K
|
32.2K
$1.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
15.2KNew |
$462K - $545K
|
15.2K
$789K
|
|
|
Nov 08, 2022
Q3 2022
|
Newfoundland Capital Management
Sao Paulo, D5 |
BUY
|
- |
15KNew |
$455K - $537K
|
15K
$777K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11.9KNew |
$362K - $427K
|
11.9K
$617K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.85KNew |
$238K - $281K
|
7.85K
$407K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
7.83KNew |
$238K - $280K
|
7.83K
$406K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
6.99KNew |
$212K - $250K
|
6.99K
$362K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
4.76K+ 1.73% |
$145K - $170K
|
280K
$14.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.88K+ 4.6% |
$87.3K - $103K
|
65.4K
$3.39M
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.09KNew |
$63.4K - $74.8K
|
2.09K
$108K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1.36KNew |
$41.1K - $48.5K
|
1.36K
$70.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.23KNew |
$37.4K - $44.1K
|
1.23K
$63.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
1.15K+ 13.49% |
$34.9K - $41.1K
|
9.66K
$500K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.13K+ 36.36% |
$34.3K - $40.5K
|
4.24K
$220K
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
850+ 7.93% |
$25.8K - $30.4K
|
11.6K
$599K
|
|
|
Nov 07, 2022
Q3 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
760+ 13.4% |
$23.1K - $27.2K
|
6.43K
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
742+ 4.05% |
$22.5K - $26.6K
|
19.1K
$989K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
720+ 3.82% |
$21.9K - $25.8K
|
19.5K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
400New |
$12.1K - $14.3K
|
400
$20.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
168+ 0.53% |
$5.1K - $6.02K
|
31.9K
$1.66M
|
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
125New |
$3.8K - $4.48K
|
125
$6.48K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
124New |
$3.76K - $4.44K
|
124
$6.43K
|
|