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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
205+ 5.13% |
$10.6K - $11K
|
4.2K
$220K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
200+ 2.63% |
$10.4K - $10.8K
|
7.81K
$410K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
191+ 1.42% |
$9.89K - $10.3K
|
13.7K
$717K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
188+ 1.38% |
$9.73K - $10.1K
|
13.8K
$726K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
188+ 3.82% |
$9.73K - $10.1K
|
5.11K
$268K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
186+ 2.93% |
$9.63K - $10K
|
6.54K
$343K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
182+ 1.0% |
$9.42K - $9.79K
|
18.4K
$963K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
163+ 1.37% |
$8.44K - $8.76K
|
12K
$631K
|
|
|
Jan 06, 2026
Q4 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
147+ 1.8% |
$7.61K - $7.9K
|
8.31K
$436K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
136+ 4.6% |
$7.04K - $7.31K
|
3.1K
$162K
|
|
|
Jan 21, 2026
Q4 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
131+ 0.2% |
$6.78K - $7.04K
|
64.6K
$3.39M
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
128+ 0.2% |
$6.63K - $6.88K
|
64.9K
$3.41M
|
|
|
Jan 13, 2026
Q4 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
120+ 0.53% |
$6.21K - $6.45K
|
22.8K
$1.19M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
117+ 2.7% |
$6.06K - $6.29K
|
4.46K
$234K
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
116+ 56.04% |
$6K - $6.24K
|
323
$16.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
100+ 0.84% |
$5.18K - $5.38K
|
12K
$629K
|
|
|
Jan 20, 2026
Q4 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
86+ 1.95% |
$4.45K - $4.62K
|
4.49K
$236K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
79+ 0.16% |
$4.09K - $4.25K
|
49.4K
$2.59M
|
|
|
Jan 14, 2026
Q4 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
75+ 0.79% |
$3.88K - $4.03K
|
9.53K
$500K
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
74New |
$3.83K - $3.98K
|
74
$3.88K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
67+ 2.57% |
$3.47K - $3.6K
|
2.67K
$140K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
57+ 0.34% |
$2.95K - $3.06K
|
16.7K
$876K
|
|
|
Jan 20, 2026
Q4 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
54+ 0.5% |
$2.8K - $2.9K
|
10.8K
$567K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
46+ 0.19% |
$2.38K - $2.47K
|
24.3K
$1.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
39+ 0.35% |
$2.02K - $2.1K
|
11.3K
$590K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
38+ 0.29% |
$1.97K - $2.04K
|
13K
$681K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
33+ 7.38% |
$1.71K - $1.77K
|
480
$25.2K
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
30+ 0.28% |
$1.55K - $1.61K
|
10.7K
$559K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
29+ 0.51% |
$1.5K - $1.56K
|
5.7K
$299K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
27+ 0.17% |
$1.4K - $1.45K
|
16.1K
$844K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
25+ 0.24% |
$1.29K - $1.34K
|
10.3K
$539K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
17+ 0.16% |
$880 - $914
|
10.8K
$565K
|
|
|
Jan 20, 2026
Q4 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
8+ 0.2% |
$414 - $430
|
4.02K
$211K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.35% |
$362 - $376
|
2K
$105K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4+ 0.42% |
$207 - $215
|
950
$49.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2+ 0.42% |
$104 - $108
|
481
$25.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
BUY
|
- |
2+ 0.15% |
$104 - $108
|
1.33K
$70K
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
2+ 0.25% |
$104 - $108
|
804
$42.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.02% |
$51.8 - $53.8
|
4.52K
$237K
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1+ 0.01% |
$51.8 - $53.8
|
7.64K
$401K
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.6M+ 49.36% |
$645M - $681M
|
38M
$1.99B
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
11.1M+ 62.73% |
$571M - $603M
|
28.8M
$1.51B
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
10.1MNew |
$518M - $547M
|
10.1M
$529M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.95M+ 478.58% |
$460M - $485M
|
10.8M
$567M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.83MNew |
$299M - $316M
|
5.83M
$306M
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
5.06M+ 270.19% |
$260M - $275M
|
6.94M
$364M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.9M+ 22.71% |
$200M - $211M
|
21.1M
$1.1B
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.7M+ 20.16% |
$190M - $201M
|
22M
$1.16B
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
3.37M+ 19.79% |
$173M - $183M
|
20.4M
$1.07B
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.27M+ 15.65% |
$168M - $177M
|
24.2M
$1.27B
|
|