Purchases and Sales Made in Q1 2025 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q1 2025. The information is specifically focused on institutions that hold shares of FINANCIAL SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
585K+ 4881.0% |
$27.7M - $30.5M
|
597K
$27.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
372KNew |
$17.6M - $19.4M
|
372K
$17.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
156K+ 10.63% |
$7.4M - $8.16M
|
1.63M
$75.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
151KNew |
$7.17M - $7.91M
|
151K
$7.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
143KNew |
$6.78M - $7.48M
|
143K
$6.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
143KNew |
$6.78M - $7.47M
|
143K
$6.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
116K+ 11812.88% |
$5.51M - $6.08M
|
117K
$5.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
104K+ 914.38% |
$4.92M - $5.43M
|
115K
$5.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
98K+ 5.41% |
$4.64M - $5.11M
|
1.91M
$89.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
93.3KNew |
$4.41M - $4.87M
|
93.3K
$4.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
76.5K+ 432.72% |
$3.62M - $3.99M
|
94.2K
$4.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
68.9K+ 1072.32% |
$3.26M - $3.59M
|
75.3K
$3.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
67.9K+ 1533.99% |
$3.21M - $3.54M
|
72.3K
$3.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
44.6K+ 5.25% |
$2.11M - $2.33M
|
894K
$41.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
43.5K+ 132.33% |
$2.06M - $2.27M
|
76.4K
$3.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
42.7KNew |
$2.02M - $2.23M
|
42.7K
$1.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
40.6K+ 20.66% |
$1.92M - $2.12M
|
237K
$11.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
40.3K+ 13.43% |
$1.9M - $2.1M
|
340K
$15.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
37K+ 10.82% |
$1.75M - $1.93M
|
379K
$17.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
36.4K+ 18123.88% |
$1.72M - $1.9M
|
36.6K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
35.9KNew |
$1.7M - $1.87M
|
35.9K
$1.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
34K+ 7.03% |
$1.61M - $1.77M
|
518K
$24.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
33.9K+ 1.67% |
$1.61M - $1.77M
|
2.06M
$96.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
32.6K+ 141.48% |
$1.54M - $1.7M
|
55.6K
$2.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
30.7K+ 7.31% |
$1.45M - $1.6M
|
450K
$21M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
29KNew |
$1.37M - $1.51M
|
29K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
26.8K+ 31.3% |
$1.27M - $1.4M
|
112K
$5.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
25K+ 6.22% |
$1.19M - $1.31M
|
428K
$19.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
20.9KNew |
$989K - $1.09M
|
20.9K
$975K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
19.2K+ 95.95% |
$909K - $1M
|
39.2K
$1.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
18.7K+ 284.73% |
$886K - $977K
|
25.3K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
16.1K+ 3.34% |
$761K - $840K
|
498K
$23.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
15.1KNew |
$716K - $790K
|
15.1K
$706K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
15K+ 36.51% |
$712K - $785K
|
56.2K
$2.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
14.8K+ 2.45% |
$699K - $771K
|
618K
$28.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.7K+ 12.76% |
$695K - $767K
|
130K
$6.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
14.3K+ 6.6% |
$677K - $747K
|
231K
$10.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
13.9K+ 2.17% |
$657K - $725K
|
653K
$30.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
12.8K+ 4.24% |
$607K - $670K
|
315K
$14.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.8K+ 13.24% |
$607K - $669K
|
110K
$5.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.4K+ 3.65% |
$588K - $648K
|
353K
$16.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12.3K+ 82.93% |
$583K - $643K
|
27.2K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
11.8K+ 6.09% |
$558K - $615K
|
205K
$9.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 20.62% |
$499K - $550K
|
61.6K
$2.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
10.4K+ 13.05% |
$494K - $544K
|
90.4K
$4.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
10.1K+ 21.8% |
$477K - $526K
|
56.3K
$2.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
9.46KNew |
$448K - $494K
|
9.46K
$441K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9.34KNew |
$442K - $488K
|
9.34K
$436K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.61K+ 107612.5% |
$407K - $449K
|
8.62K
$402K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
8.48K+ 28.06% |
$401K - $443K
|
38.7K
$1.81M
|