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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
1.39KNew |
$43K - $51.3K
|
1.39K
$68.6K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.35K+ 109.85% |
$41.8K - $49.9K
|
2.58K
$127K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.29K+ 18.04% |
$39.9K - $47.6K
|
8.42K
$417K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.21KNew |
$37.6K - $44.9K
|
1.21K
$60K
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
845+ 5.36% |
$26.2K - $31.3K
|
16.6K
$822K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
CALL |
700New |
$21.7K - $25.9K
|
700
$34.6K
|
|
|
May 15, 2023
Q1 2023
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
PUT |
516+ 14.81% |
$16K - $19.1K
|
4K
$198K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
CALL |
200New |
$6.2K - $7.4K
|
200
$9.89K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
158New |
$4.89K - $5.85K
|
158
$7.81K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
146+ 1.12% |
$4.52K - $5.4K
|
13.1K
$649K
|
|
|
Oct 10, 2024
Q1 2023
|
Tamar Securities, LLC
|
BUY
|
CALL |
100New |
$3.1K - $3.7K
|
100
$4.95K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$3.1K - $3.7K
|
100
$4.95K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
93New |
$2.88K - $3.44K
|
93
$4.6K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
42New |
$1.3K - $1.55K
|
42
$2.08K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
20+ 0.48% |
$620 - $740
|
4.15K
$205K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.1% |
$62 - $74
|
2.03K
$101K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.16% |
$31 - $37
|
611
$30.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Broad Peak Investment Holdings Ltd.
Singapore, U0 |
BUY
|
PUT |
5.79MNew |
$175M - $210M
|
5.79M
$286M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
4.2MNew |
$127M - $152M
|
4.2M
$208M
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
2.55MNew |
$77.2M - $92.6M
|
2.55M
$126M
|
|
|
Feb 14, 2023
Q4 2022
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
PUT |
2.35MNew |
$71.2M - $85.3M
|
2.35M
$116M
|
|
|
Feb 14, 2023
Q4 2022
|
Azora Capital LP
Miami, FL |
BUY
|
PUT |
2.16MNew |
$65.4M - $78.4M
|
2.16M
$107M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
PUT |
272KNew |
$8.24M - $9.88M
|
272K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
PUT |
250KNew |
$7.57M - $9.08M
|
250K
$12.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
162KNew |
$4.91M - $5.88M
|
162K
$8.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
- |
162K+ 344.98% |
$4.9M - $5.87M
|
209K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
122KNew |
$3.69M - $4.42M
|
122K
$6.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Granby Capital Management, LLC
|
BUY
|
- |
100KNew |
$3.03M - $3.63M
|
100K
$4.95M
|
|
|
Jan 31, 2023
Q4 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
100KNew |
$3.03M - $3.63M
|
100K
$4.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
68.7KNew |
$2.08M - $2.49M
|
68.7K
$3.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
61.9KNew |
$1.88M - $2.25M
|
61.9K
$3.06M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
49.5KNew |
$1.5M - $1.8M
|
49.5K
$2.45M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
41.8KNew |
$1.27M - $1.52M
|
41.8K
$2.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Guild Investment Management, Inc.
|
BUY
|
- |
41KNew |
$1.24M - $1.49M
|
41K
$2.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
34KNew |
$1.03M - $1.24M
|
34K
$1.68M
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
33.7KNew |
$1.02M - $1.22M
|
33.7K
$1.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
30.6KNew |
$926K - $1.11M
|
30.6K
$1.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
27.7K+ 55.89% |
$839K - $1.01M
|
77.2K
$3.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
26.4KNew |
$800K - $959K
|
26.4K
$1.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
24.5K+ 323.64% |
$742K - $889K
|
32.1K
$1.59M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
PUT |
20K+ 200.0% |
$606K - $726K
|
30K
$1.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
18KNew |
$545K - $654K
|
18K
$890K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
17.3KNew |
$524K - $628K
|
17.3K
$855K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
13.1KNew |
$397K - $476K
|
13.1K
$649K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
10.7K+ 70.35% |
$325K - $389K
|
25.9K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
10.4K+ 6.13% |
$316K - $379K
|
181K
$8.94M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
9.51KNew |
$288K - $345K
|
9.51K
$470K
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
7.64KNew |
$231K - $277K
|
7.64K
$378K
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
7.54KNew |
$228K - $274K
|
7.54K
$373K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.8K+ 29.3% |
$206K - $247K
|
30K
$1.48M
|
|