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 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10.9KNew |
$488K - $558K
|
10.9K
$538K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
10.8KNew |
$485K - $555K
|
10.8K
$534K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.8K+ 26.66% |
$484K - $553K
|
51.2K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
PUT |
10.6KNew |
$476K - $544K
|
10.6K
$524K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 4.12% |
$475K - $543K
|
267K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
10.5KNew |
$472K - $540K
|
10.5K
$521K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 20.4% |
$472K - $540K
|
62.1K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
10.5KNew |
$471K - $539K
|
10.5K
$519K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
10.5KNew |
$470K - $537K
|
10.5K
$517K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
10.4K+ 41.82% |
$467K - $534K
|
35.3K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
10.4KNew |
$467K - $534K
|
10.4K
$514K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.4KNew |
$467K - $534K
|
10.4K
$514K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
10.4K+ 10.54% |
$466K - $533K
|
109K
$5.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
10.1K+ 36.92% |
$455K - $521K
|
37.6K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.1K+ 175.97% |
$454K - $519K
|
15.9K
$784K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
10KNew |
$449K - $513K
|
10K
$495K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
9.82K+ 26.25% |
$441K - $504K
|
47.2K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
9.71KNew |
$436K - $499K
|
9.71K
$480K
|
|
|
Feb 12, 2025
Q4 2024
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
9.7KNew |
$435K - $498K
|
9.7K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
9.66K+ 66.79% |
$434K - $496K
|
24.1K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.64K+ 4.34% |
$433K - $495K
|
232K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
9.6K+ 32.64% |
$431K - $493K
|
39K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.55K+ 7.35% |
$429K - $490K
|
139K
$6.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.49K+ 12.9% |
$426K - $487K
|
83.1K
$4.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
9.42K+ 202.36% |
$423K - $483K
|
14.1K
$696K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
9.33KNew |
$419K - $479K
|
9.33K
$461K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.23KNew |
$414K - $474K
|
9.23K
$456K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.19K+ 6.9% |
$413K - $472K
|
142K
$7.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
9.18KNew |
$412K - $471K
|
9.18K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.17K+ 40.39% |
$412K - $471K
|
31.9K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.15K+ 32.29% |
$411K - $470K
|
37.5K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
PUT |
9.1KNew |
$408K - $467K
|
9.1K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.07K+ 11.04% |
$407K - $465K
|
91.2K
$4.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.06K+ 21.83% |
$407K - $465K
|
50.6K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9K+ 2.32% |
$404K - $462K
|
398K
$19.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
9K+ 75.2% |
$404K - $462K
|
21K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
9KNew |
$404K - $462K
|
9K
$445K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.94K+ 38.2% |
$401K - $459K
|
32.3K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
8.89KNew |
$399K - $457K
|
8.89K
$440K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.88K+ 4.81% |
$399K - $456K
|
194K
$9.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
8.76K+ 78.8% |
$393K - $449K
|
19.9K
$983K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.75K+ 3.56% |
$393K - $449K
|
255K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
8.69KNew |
$390K - $446K
|
8.69K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
PUT |
8.5K+ 130.77% |
$382K - $436K
|
15K
$742K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
8.5K+ 155.42% |
$381K - $436K
|
14K
$691K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.47K+ 156.54% |
$380K - $435K
|
13.9K
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8.44K+ 8.98% |
$379K - $433K
|
102K
$5.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.4K+ 12.84% |
$377K - $431K
|
73.8K
$3.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
8.36KNew |
$375K - $429K
|
8.36K
$413K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
8.31K+ 1.11% |
$373K - $427K
|
756K
$37.4M
|