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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Truxt Investmentos Ltda.
|
BUY
|
PUT |
9.95KNew |
$330K - $354K
|
9.95K
$522K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
9.64KNew |
$320K - $343K
|
9.64K
$506K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
9.01K+ 45.59% |
$299K - $321K
|
28.8K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8.55K+ 50.28% |
$284K - $304K
|
25.6K
$1.34M
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
8.44KNew |
$280K - $300K
|
8.44K
$443K
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
8.36K+ 15.12% |
$277K - $297K
|
63.6K
$3.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
7.43KNew |
$247K - $265K
|
7.43K
$390K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
3.37KNew |
$112K - $120K
|
3.37K
$177K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.04K+ 1340.97% |
$101K - $108K
|
3.27K
$172K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.74KNew |
$57.6K - $61.8K
|
1.74K
$91.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.29K+ 0.31% |
$42.7K - $45.8K
|
419K
$22M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
811New |
$26.9K - $28.9K
|
811
$42.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
642+ 4.43% |
$21.3K - $22.9K
|
15.1K
$794K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
593New |
$19.7K - $21.1K
|
593
$31.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
579+ 8.13% |
$19.2K - $20.6K
|
7.7K
$404K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
400New |
$13.3K - $14.2K
|
400
$21K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
359New |
$11.9K - $12.8K
|
359
$18.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
316New |
$10.5K - $11.2K
|
316
$16.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
200+ 40.0% |
$6.63K - $7.12K
|
700
$36.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
180New |
$5.97K - $6.41K
|
180
$9.44K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
124+ 0.15% |
$4.11K - $4.41K
|
82.9K
$4.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
87New |
$2.89K - $3.1K
|
87
$4.56K
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
79+ 0.46% |
$2.62K - $2.81K
|
17.4K
$913K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
75New |
$2.49K - $2.67K
|
75
$3.93K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
66New |
$2.19K - $2.35K
|
66
$3.46K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
57+ 0.44% |
$1.89K - $2.03K
|
13.1K
$686K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
15+ 0.21% |
$498 - $534
|
7.19K
$377K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1.47M+ 260.9% |
$46.4M - $49.6M
|
2.04M
$107M
|
|
|
Aug 14, 2023
Q2 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
CALL |
300KNew |
$9.47M - $10.1M
|
300K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
211KNew |
$6.66M - $7.11M
|
211K
$11.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
200KNew |
$6.32M - $6.76M
|
200K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
PUT |
90K+ 300.0% |
$2.84M - $3.03M
|
120K
$6.29M
|
|
|
Jul 18, 2023
Q2 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
PUT |
80.3KNew |
$2.53M - $2.71M
|
80.3K
$4.21M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
35.6K+ 10.49% |
$1.12M - $1.2M
|
375K
$19.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
PUT |
35KNew |
$1.1M - $1.18M
|
35K
$1.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
31KNew |
$978K - $1.05M
|
31K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
30KNew |
$947K - $1.01M
|
30K
$1.57M
|
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
30KNew |
$947K - $1.01M
|
30K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
19.8KNew |
$625K - $667K
|
19.8K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
12.8K+ 29.85% |
$404K - $432K
|
55.7K
$2.92M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
11.9KNew |
$376K - $402K
|
11.9K
$626K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10.4KNew |
$327K - $350K
|
10.4K
$544K
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
10.2KNew |
$321K - $343K
|
10.2K
$534K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
PUT |
10.1KNew |
$319K - $340K
|
10.1K
$530K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6.61KNew |
$208K - $223K
|
6.61K
$347K
|
|
|
Aug 10, 2023
Q2 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
6.38KNew |
$201K - $215K
|
6.38K
$334K
|
|
|
Aug 11, 2023
Q2 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
6.21KNew |
$196K - $209K
|
6.21K
$326K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
5.13K+ 4.78% |
$162K - $173K
|
112K
$5.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.34K+ 1.31% |
$137K - $146K
|
336K
$17.6M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.71K+ 14.4% |
$117K - $125K
|
29.5K
$1.55M
|
|