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 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.8K+ 29.3% |
$206K - $247K
|
30K
$1.48M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
6.72KNew |
$204K - $244K
|
6.72K
$332K
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
6.28KNew |
$190K - $228K
|
6.28K
$310K
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.1KNew |
$185K - $221K
|
6.1K
$302K
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.61K+ 1.26% |
$140K - $167K
|
371K
$18.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
4.3KNew |
$130K - $156K
|
4.3K
$213K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
4.21KNew |
$127K - $153K
|
4.21K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.96K+ 17.49% |
$120K - $144K
|
26.6K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.98KNew |
$90.4K - $108K
|
2.98K
$148K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
2.96KNew |
$89.6K - $107K
|
2.96K
$146K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.88KNew |
$87.2K - $105K
|
2.88K
$142K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
2.4KNew |
$72.7K - $87.1K
|
2.4K
$119K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.43KNew |
$43.4K - $52K
|
1.43K
$70.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.42K+ 2.06% |
$43.1K - $51.6K
|
70.5K
$3.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
CALL |
1.1KNew |
$33.3K - $39.9K
|
1.1K
$54.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1KNew |
$30.3K - $36.3K
|
1K
$49.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
984New |
$29.8K - $35.7K
|
984
$48.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
974New |
$29.5K - $35.4K
|
974
$48.2K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
891New |
$27K - $32.4K
|
891
$44.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
641+ 4.69% |
$19.4K - $23.3K
|
14.3K
$707K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
420New |
$12.7K - $15.3K
|
420
$20.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
400+ 1.32% |
$12.1K - $14.5K
|
30.8K
$1.52M
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
375New |
$11.4K - $13.6K
|
375
$18.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
323+ 0.35% |
$9.78K - $11.7K
|
91.5K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
300New |
$9.09K - $10.9K
|
300
$14.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
151New |
$4.57K - $5.48K
|
151
$7.47K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
151+ 1.86% |
$4.57K - $5.48K
|
8.25K
$408K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
140New |
$4.24K - $5.08K
|
140
$6.92K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
128New |
$3.88K - $4.65K
|
128
$6.33K
|
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
100+ 1.41% |
$3.03K - $3.63K
|
7.18K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
100New |
$3.03K - $3.63K
|
100
$4.95K
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
89+ 0.42% |
$2.7K - $3.23K
|
21.4K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
65+ 0.97% |
$1.97K - $2.36K
|
6.77K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
42New |
$1.27K - $1.53K
|
42
$2.08K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
34+ 2.25% |
$1.03K - $1.23K
|
1.54K
$76.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
31+ 2.22% |
$939 - $1.13K
|
1.43K
$70.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
23+ 0.16% |
$697 - $835
|
14.3K
$707K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
19New |
$576 - $690
|
19
$940
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
5+ 0.03% |
$151 - $182
|
16.7K
$827K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1New |
$30.3 - $36.3
|
1
$49.5
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$30.3 - $36.3
|
1
$49.5
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
PUT |
1.31MNew |
$39.9M - $47.1M
|
1.31M
$65M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnbrook Capital Management LP
|
BUY
|
- |
1.08MNew |
$32.6M - $38.5M
|
1.08M
$53.2M
|
|
|
Oct 17, 2023
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
PUT |
1MNew |
$30.4M - $35.8M
|
1M
$49.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Linden Advisors LP
New York, NY |
BUY
|
PUT |
100KNew |
$3.04M - $3.58M
|
100K
$4.95M
|
|
|
Oct 13, 2022
Q3 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
92.3KNew |
$2.8M - $3.31M
|
92.3K
$4.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
75K+ 100.0% |
$2.28M - $2.69M
|
150K
$7.42M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
PUT |
57KNew |
$1.73M - $2.04M
|
57K
$2.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
40KNew |
$1.21M - $1.43M
|
40K
$1.98M
|
|
|
Nov 07, 2022
Q3 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
24.5KNew |
$744K - $878K
|
24.5K
$1.21M
|
|