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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.77K+ 13.03% |
$226K - $249K
|
41.4K
$2.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.74K+ 9.38% |
$224K - $247K
|
55.3K
$2.82M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.73K+ 0.59% |
$224K - $247K
|
812K
$41.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
4.71K+ 5.41% |
$223K - $246K
|
91.8K
$4.68M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.71KNew |
$223K - $246K
|
4.71K
$240K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.71KNew |
$223K - $246K
|
4.71K
$240K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.69K+ 14.63% |
$222K - $245K
|
36.8K
$1.87M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
4.68KNew |
$221K - $244K
|
4.68K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.66K+ 1.14% |
$220K - $243K
|
413K
$21M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.59K+ 39.48% |
$217K - $239K
|
16.2K
$826K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.53K+ 14.76% |
$214K - $236K
|
35.2K
$1.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
4.51K+ 86.62% |
$213K - $235K
|
9.72K
$495K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
4.51K+ 5.28% |
$213K - $235K
|
89.8K
$4.58M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.41KNew |
$209K - $230K
|
4.41K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.41K+ 13.17% |
$208K - $230K
|
37.8K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.4KNew |
$208K - $229K
|
4.4K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
4.38KNew |
$207K - $228K
|
4.38K
$223K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4.37K+ 183.34% |
$207K - $228K
|
6.75K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.36KNew |
$206K - $227K
|
4.36K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
4.35KNew |
$206K - $227K
|
4.35K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
4.35KNew |
$206K - $227K
|
4.35K
$221K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.31KNew |
$204K - $225K
|
4.31K
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.3KNew |
$204K - $224K
|
4.3K
$219K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.28K+ 30.49% |
$202K - $223K
|
18.3K
$932K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
4.27K+ 13.53% |
$202K - $223K
|
35.8K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.22KNew |
$200K - $220K
|
4.22K
$215K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.21KNew |
$199K - $220K
|
4.21K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.18K+ 12.94% |
$198K - $218K
|
36.5K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
4.18KNew |
$198K - $218K
|
4.18K
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
4.16K+ 8.81% |
$197K - $217K
|
51.4K
$2.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.15KNew |
$196K - $217K
|
4.15K
$212K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.15KNew |
$196K - $217K
|
4.15K
$211K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.12KNew |
$195K - $215K
|
4.12K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.12KNew |
$195K - $215K
|
4.12K
$210K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
4.1K+ 42.47% |
$194K - $214K
|
13.8K
$701K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
4.07KNew |
$193K - $212K
|
4.07K
$207K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.07KNew |
$193K - $212K
|
4.07K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
4.07KNew |
$192K - $212K
|
4.07K
$207K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.06KNew |
$192K - $212K
|
4.06K
$207K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.06KNew |
$192K - $212K
|
4.06K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.05KNew |
$192K - $211K
|
4.05K
$206K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.02KNew |
$190K - $210K
|
4.02K
$205K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
4.02KNew |
$190K - $210K
|
4.02K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
4K+ 9.35% |
$189K - $209K
|
46.8K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
3.97K+ 4.48% |
$188K - $207K
|
92.6K
$4.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.94K+ 2.47% |
$187K - $206K
|
164K
$8.34M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
3.9K+ 9.78% |
$185K - $204K
|
43.8K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
3.87K+ 147.24% |
$183K - $202K
|
6.5K
$331K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.79K+ 48.53% |
$179K - $198K
|
11.6K
$591K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.79K+ 25.08% |
$179K - $198K
|
18.9K
$963K
|