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 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2.2K+ 502.97% |
$104K - $115K
|
2.64K
$135K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
2.2K+ 9.45% |
$104K - $115K
|
25.5K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
2.19K+ 2.1% |
$103K - $114K
|
106K
$5.42M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.12K+ 4.96% |
$100K - $111K
|
44.9K
$2.29M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 2.81% |
$99.7K - $110K
|
77K
$3.92M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.09K+ 13.68% |
$98.8K - $109K
|
17.4K
$884K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.08K+ 3.23% |
$98.5K - $109K
|
66.6K
$3.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.05K+ 5.22% |
$97K - $107K
|
41.3K
$2.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.05K+ 21.09% |
$96.8K - $107K
|
11.7K
$599K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.04K+ 4.82% |
$96.7K - $107K
|
44.4K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
2.03KNew |
$95.8K - $106K
|
2.03K
$103K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2KNew |
$94.6K - $104K
|
2K
$102K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.99K+ 6.95% |
$94.4K - $104K
|
30.7K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
1.97K+ 6.99% |
$93.1K - $103K
|
30.1K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
1.97K+ 5.25% |
$93K - $103K
|
39.4K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1.97K+ 3.22% |
$93K - $103K
|
63K
$3.21M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.95K+ 20.72% |
$92.4K - $102K
|
11.4K
$579K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.93K+ 6.55% |
$91.4K - $101K
|
31.4K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.93K+ 11.84% |
$91.2K - $101K
|
18.2K
$928K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.9K+ 19.07% |
$90K - $99.3K
|
11.9K
$606K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.9KNew |
$89.9K - $99.2K
|
1.9K
$96.8K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.89K+ 120.91% |
$89.2K - $98.4K
|
3.44K
$176K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.87K+ 41.76% |
$88.6K - $97.7K
|
6.36K
$324K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.86K+ 2.78% |
$87.9K - $97K
|
68.7K
$3.5M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.86K+ 16.91% |
$87.9K - $97K
|
12.8K
$654K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.85K+ 37.25% |
$87.6K - $96.7K
|
6.82K
$348K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.83K+ 15.07% |
$86.6K - $95.6K
|
14K
$712K
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.81K+ 21.45% |
$85.6K - $94.5K
|
10.2K
$522K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.81K+ 4.81% |
$85.6K - $94.4K
|
39.4K
$2.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.79K+ 24.98% |
$84.7K - $93.4K
|
8.96K
$456K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.79K+ 26.44% |
$84.7K - $93.4K
|
8.55K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.77K+ 1.82% |
$83.5K - $92.1K
|
98.5K
$5.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
1.76K+ 20.53% |
$83.1K - $91.6K
|
10.3K
$525K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.76K+ 5.35% |
$83K - $91.6K
|
34.5K
$1.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.75K+ 1.45% |
$82.9K - $91.4K
|
122K
$6.23M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.75K+ 1.01% |
$82.7K - $91.2K
|
174K
$8.88M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.73K+ 17.84% |
$82.1K - $90.5K
|
11.5K
$584K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.73K+ 30.34% |
$81.9K - $90.3K
|
7.43K
$379K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.68K+ 3.57% |
$79.7K - $87.9K
|
48.8K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.68K+ 5.6% |
$79.6K - $87.8K
|
31.7K
$1.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
1.65K+ 4.49% |
$77.9K - $85.9K
|
38.3K
$1.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.63K+ 10.2% |
$76.9K - $84.9K
|
17.6K
$895K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.63K+ 197.57% |
$76.9K - $84.9K
|
2.45K
$125K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.61K+ 3.56% |
$76.1K - $84K
|
46.8K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.6K+ 517.8% |
$75.7K - $83.5K
|
1.91K
$97.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.56K+ 6.61% |
$73.8K - $81.4K
|
25.2K
$1.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.53K+ 11.92% |
$72.5K - $80K
|
14.4K
$734K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.52K+ 19.24% |
$71.9K - $79.3K
|
9.41K
$480K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.51K+ 2.61% |
$71.2K - $78.5K
|
59.3K
$3.02M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.5K+ 6.06% |
$71.2K - $78.5K
|
26.3K
$1.34M
|