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 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
2K+ 1.18% |
$89.6K - $103K
|
171K
$8.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.93K+ 4.45% |
$86.8K - $99.3K
|
45.4K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.92K+ 2.79% |
$86.3K - $98.7K
|
70.9K
$3.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.9KNew |
$85.3K - $97.5K
|
1.9K
$98.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.83K+ 9.54% |
$81.9K - $93.7K
|
21K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.79K+ 9.77% |
$80.5K - $92.1K
|
20.2K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.78K+ 10.37% |
$80.1K - $91.6K
|
19K
$984K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.77K+ 13.52% |
$79.5K - $90.9K
|
14.9K
$770K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.77K+ 1.86% |
$79.4K - $90.8K
|
96.9K
$5.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.77K+ 12.91% |
$79.4K - $90.8K
|
15.5K
$801K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.75K+ 0.72% |
$78.7K - $90.1K
|
244K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
1.73K+ 4.24% |
$77.6K - $88.7K
|
42.5K
$2.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.73K+ 1.22% |
$77.5K - $88.6K
|
144K
$7.45M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.68K+ 9.23% |
$75.2K - $86K
|
19.8K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.64KNew |
$73.7K - $84.3K
|
1.64K
$85.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.63K+ 32.95% |
$73.3K - $83.8K
|
6.59K
$341K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.62K+ 6.03% |
$72.5K - $82.9K
|
28.4K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.6K+ 3.4% |
$71.6K - $81.9K
|
48.6K
$2.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.58K+ 5.43% |
$71K - $81.2K
|
30.7K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.56K+ 81.84% |
$70K - $80K
|
3.46K
$180K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.54K+ 26.5% |
$69.2K - $79.2K
|
7.36K
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.52K+ 2.73% |
$68.1K - $77.8K
|
57K
$2.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.5K+ 12.99% |
$67.3K - $77K
|
13K
$676K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.45K+ 0.79% |
$65.1K - $74.4K
|
185K
$9.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.42K+ 3.23% |
$63.5K - $72.6K
|
45.2K
$2.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.38K+ 2.38% |
$62.1K - $71K
|
59.6K
$3.09M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.37K+ 4.21% |
$61.7K - $70.5K
|
34K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.33K+ 4.38% |
$59.7K - $68.3K
|
31.7K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.23K+ 4.8% |
$55.1K - $63K
|
26.8K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.19K+ 16.04% |
$53.6K - $61.2K
|
8.63K
$447K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.18K+ 37.89% |
$53K - $60.6K
|
4.29K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.17K+ 19.06% |
$52.7K - $60.2K
|
7.33K
$380K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.15K+ 13.4% |
$51.4K - $58.8K
|
9.7K
$503K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.14K+ 2.49% |
$51.4K - $58.7K
|
47.1K
$2.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.14K+ 15.58% |
$51.2K - $58.5K
|
8.46K
$438K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.14K+ 10.88% |
$51.1K - $58.5K
|
11.6K
$602K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.08K+ 1.14% |
$48.3K - $55.2K
|
95.5K
$4.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.07K+ 9.7% |
$47.9K - $54.8K
|
12.1K
$626K
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
1.06K+ 2.26% |
$47.5K - $54.3K
|
47.8K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.04K+ 4.6% |
$46.8K - $53.5K
|
23.7K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 3.71% |
$46K - $52.6K
|
28.7K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.02K+ 18.28% |
$45.6K - $52.2K
|
6.57K
$341K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 1.29% |
$45.3K - $51.8K
|
78.9K
$4.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.01K+ 102.44% |
$45.2K - $51.7K
|
1.99K
$103K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
1K+ 9.68% |
$45.1K - $51.5K
|
11.4K
$590K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1KNew |
$44.9K - $51.3K
|
1K
$51.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
996+ 4.55% |
$44.7K - $51.1K
|
22.9K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
992+ 7.14% |
$44.5K - $50.9K
|
14.9K
$772K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
968+ 6.5% |
$43.5K - $49.7K
|
15.9K
$821K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
941+ 2.02% |
$42.2K - $48.3K
|
47.5K
$2.46M
|