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 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.71K+ 7.5% |
$176K - $194K
|
53.2K
$2.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.68K+ 33.87% |
$174K - $192K
|
14.5K
$741K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3.67K+ 291.88% |
$173K - $191K
|
4.92K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.6K+ 48.83% |
$170K - $188K
|
11K
$559K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.56K+ 20.56% |
$169K - $186K
|
20.9K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
3.52K+ 7.02% |
$166K - $184K
|
53.6K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
3.48K+ 27.47% |
$164K - $181K
|
16.1K
$822K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.45K+ 26.6% |
$163K - $180K
|
16.4K
$835K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.4K+ 25.7% |
$161K - $178K
|
16.6K
$848K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.31K+ 10.37% |
$156K - $173K
|
35.2K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.3K+ 10.36% |
$156K - $172K
|
35.1K
$1.79M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
3.29K+ 63.05% |
$155K - $171K
|
8.5K
$433K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.27K+ 6.07% |
$155K - $171K
|
57.1K
$2.91M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.19K+ 12.62% |
$151K - $166K
|
28.4K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.1K+ 7.54% |
$147K - $162K
|
44.2K
$2.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
3K+ 21.71% |
$142K - $157K
|
16.8K
$857K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3KNew |
$142K - $157K
|
3K
$153K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.99K+ 64.61% |
$141K - $156K
|
7.62K
$388K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.98K+ 8.44% |
$141K - $155K
|
38.3K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.98K+ 43.79% |
$141K - $155K
|
9.78K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2.96K+ 1.63% |
$140K - $154K
|
185K
$9.41M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.91K+ 172.12% |
$138K - $152K
|
4.61K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
2.89K+ 56.25% |
$137K - $151K
|
8.01K
$408K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
2.88K+ 12.58% |
$136K - $150K
|
25.7K
$1.31M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.86K+ 11.46% |
$135K - $149K
|
27.8K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
2.8K+ 13.91% |
$132K - $146K
|
22.9K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.79K+ 3.82% |
$132K - $146K
|
75.9K
$3.87M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
2.78K+ 1734.38% |
$131K - $145K
|
2.94K
$150K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.76K+ 3.9% |
$131K - $144K
|
73.7K
$3.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.76K+ 9.64% |
$131K - $144K
|
31.4K
$1.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.74K+ 31.56% |
$130K - $143K
|
11.4K
$583K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.73K+ 7.43% |
$129K - $143K
|
39.5K
$2.01M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.73K+ 59.89% |
$129K - $142K
|
7.29K
$371K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.68K+ 10.6% |
$127K - $140K
|
27.9K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.64K+ 4.67% |
$125K - $138K
|
59.1K
$3.01M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.62K+ 15.34% |
$124K - $137K
|
19.7K
$1M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
2.59K+ 15.08% |
$122K - $135K
|
19.7K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.56K+ 0.61% |
$121K - $133K
|
424K
$21.6M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.45K+ 20.75% |
$116K - $128K
|
14.3K
$727K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.45K+ 41.29% |
$116K - $128K
|
8.38K
$427K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.45K+ 56.24% |
$116K - $128K
|
6.8K
$346K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.44K+ 3.4% |
$115K - $127K
|
74K
$3.77M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.41K+ 4.26% |
$114K - $126K
|
58.9K
$3M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
2.4K+ 8.63% |
$114K - $125K
|
30.3K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.4K+ 47.03% |
$114K - $125K
|
7.5K
$382K
|
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
BUY
|
- |
2.38K+ 6.58% |
$112K - $124K
|
38.5K
$1.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.36K+ 29.57% |
$111K - $123K
|
10.3K
$526K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.33K+ 3.06% |
$110K - $122K
|
78.6K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.27KNew |
$107K - $119K
|
2.27K
$116K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.26K+ 6.57% |
$107K - $118K
|
36.6K
$1.87M
|