Latest Institutional Sells of Financial Sector Spdr (XLF)
This list provides information on the latest institutional transactions involving Financial Sector Spdr (XLF) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-404- 0.51% |
$18.1K - $20.7K
|
79.3K
$3.9M
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-400- 0.47% |
$18K - $20.5K
|
84K
$4.13M
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-382- 3.67% |
$17.1K - $19.6K
|
10K
$493K
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-380- 2.24% |
$17.1K - $19.5K
|
16.6K
$815K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-379- 0.6% |
$17K - $19.5K
|
62.7K
$3.09M
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-377- 2.39% |
$16.9K - $19.4K
|
15.4K
$756K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-372- 6.64% |
$16.7K - $19.1K
|
5.23K
$257K
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-360- 14.97% |
$16.2K - $18.5K
|
2.05K
$101K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-360- 22.77% |
$16.2K - $18.5K
|
1.22K
$60.1K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-355- 1.79% |
$15.9K - $18.2K
|
19.4K
$957K
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-348- 0.98% |
$15.6K - $17.9K
|
35K
$1.72M
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-344- 0.69% |
$15.4K - $17.7K
|
49.5K
$2.44M
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-332- 11.07% |
$14.9K - $17K
|
2.67K
$131K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-329- 0.36% |
$14.8K - $16.9K
|
90.5K
$4.45M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-328- 3.74% |
$14.7K - $16.8K
|
8.44K
$415K
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-319- 3.39% |
$14.3K - $16.4K
|
9.08K
$447K
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-319- 3.19% |
$14.3K - $16.4K
|
9.68K
$476K
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-316- 6.14% |
$14.2K - $16.2K
|
4.83K
$238K
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-310- 3.23% |
$13.9K - $15.9K
|
9.29K
$457K
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-300- 75.0% |
$13.5K - $15.4K
|
100
$4.92K
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-300- 2.48% |
$13.5K - $15.4K
|
11.8K
$581K
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-299- 1.03% |
$13.4K - $15.4K
|
28.8K
$1.42M
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-299- 1.46% |
$13.4K - $15.4K
|
20.1K
$990K
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
SELL
|
- |
-295- 0.55% |
$13.2K - $15.1K
|
53.3K
$2.62M
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-274- 12.96% |
$12.3K - $14.1K
|
1.84K
$90.6K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-270- 1.84% |
$12.1K - $13.9K
|
14.4K
$709K
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-268- 0.96% |
$12K - $13.8K
|
27.6K
$1.36M
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-258- 1.09% |
$11.6K - $13.2K
|
23.4K
$1.15M
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-257- 0.35% |
$11.5K - $13.2K
|
72.7K
$3.58M
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-250- 3.78% |
$11.2K - $12.8K
|
6.37K
$313K
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-246- 1.96% |
$11K - $12.6K
|
12.3K
$604K
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-240- 5.1% |
$10.8K - $12.3K
|
4.46K
$220K
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-240- 4.16% |
$10.8K - $12.3K
|
5.54K
$272K
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-225- 2.53% |
$10.1K - $11.6K
|
8.68K
$427K
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-225- 0.81% |
$10.1K - $11.6K
|
27.6K
$1.36M
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-223- 2.0% |
$10K - $11.4K
|
10.9K
$537K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-219- 18.07% |
$9.83K - $11.2K
|
993
$48.9K
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-203- 0.18% |
$9.11K - $10.4K
|
114K
$5.59M
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-202- 11.41% |
$9.07K - $10.4K
|
1.57K
$77.2K
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-201- 2.07% |
$9.02K - $10.3K
|
9.5K
$467K
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-200- 0.81% |
$8.98K - $10.3K
|
24.6K
$1.21M
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-200- 2.73% |
$8.98K - $10.3K
|
7.12K
$350K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-200- 7.58% |
$8.98K - $10.3K
|
2.44K
$120K
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-200- 1.19% |
$8.98K - $10.3K
|
16.6K
$815K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-199- 1.43% |
$8.93K - $10.2K
|
13.7K
$677K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-195- 2.54% |
$8.75K - $10K
|
7.47K
$368K
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-192- 1.3% |
$8.62K - $9.86K
|
14.6K
$720K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-189- 2.98% |
$8.48K - $9.7K
|
6.15K
$303K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-188- 1.54% |
$8.44K - $9.65K
|
12K
$590K
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-188- 1.58% |
$8.44K - $9.65K
|
11.7K
$577K
|