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 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.5K+ 17.09% |
$71K - $78.3K
|
10.3K
$524K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
1.49K+ 1.4% |
$70.7K - $78K
|
108K
$5.5M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.49K+ 1.43% |
$70.3K - $77.6K
|
106K
$5.39M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.48K+ 7.51% |
$70.1K - $77.3K
|
21.2K
$1.08M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.48K+ 3.06% |
$69.9K - $77.1K
|
49.8K
$2.54M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.45K+ 27.91% |
$68.7K - $75.7K
|
6.65K
$339K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.44K+ 2.64% |
$68K - $74.9K
|
55.9K
$2.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.41K+ 2.47% |
$66.7K - $73.6K
|
58.4K
$2.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.4K+ 4.41% |
$66.1K - $72.9K
|
33K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.36K+ 243.45% |
$64.2K - $70.8K
|
1.91K
$97.5K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.35K+ 7.72% |
$63.8K - $70.4K
|
18.8K
$958K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1.34K+ 2.29% |
$63.4K - $69.9K
|
59.7K
$3.04M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.33K+ 2.73% |
$62.9K - $69.4K
|
49.9K
$2.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.31K+ 49.03% |
$61.9K - $68.3K
|
3.98K
$203K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.3K+ 46.09% |
$61.3K - $67.6K
|
4.11K
$209K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.29K+ 5.46% |
$61.2K - $67.5K
|
25K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.29K+ 4.3% |
$60.8K - $67.1K
|
31.2K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.28K+ 0.1% |
$60.7K - $67K
|
1.29M
$65.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.27K+ 1.64% |
$60.2K - $66.4K
|
79K
$4.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.26K+ 9.16% |
$59.6K - $65.8K
|
15K
$765K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.25K+ 2.27% |
$59.2K - $65.2K
|
56.3K
$2.87M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.24K+ 24.94% |
$58.7K - $64.8K
|
6.22K
$317K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.24K+ 8.81% |
$58.7K - $64.7K
|
15.3K
$780K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.23K+ 4.6% |
$58.4K - $64.4K
|
28.1K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.2K+ 11.44% |
$56.8K - $62.6K
|
11.7K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.2K+ 10.01% |
$56.7K - $62.6K
|
13.2K
$672K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.19KNew |
$56.4K - $62.2K
|
1.19K
$60.7K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.19K+ 1.85% |
$56.2K - $62K
|
65.4K
$3.33M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.17K+ 1.03% |
$55.3K - $61K
|
115K
$5.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.16K+ 6.29% |
$55.1K - $60.7K
|
19.7K
$1M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.16K+ 9.9% |
$54.7K - $60.3K
|
12.8K
$653K
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1.15K+ 2.22% |
$54.4K - $60K
|
52.9K
$2.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.15K+ 20.36% |
$54.2K - $59.8K
|
6.77K
$345K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.12K+ 1.46% |
$53K - $58.5K
|
78K
$3.97M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.12K+ 3.48% |
$52.9K - $58.3K
|
33.2K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.11K+ 10.1% |
$52.5K - $57.9K
|
12.1K
$617K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.1K+ 5.75% |
$52.1K - $57.5K
|
20.3K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.08K+ 5.46% |
$51K - $56.2K
|
20.8K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.07K+ 8.25% |
$50.4K - $55.6K
|
14K
$713K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.06K+ 2.68% |
$50.2K - $55.4K
|
40.6K
$2.07M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.04K+ 61.45% |
$49.3K - $54.3K
|
2.74K
$139K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.03K+ 5.11% |
$48.9K - $54K
|
21.3K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.03K+ 96.08% |
$48.7K - $53.8K
|
2.1K
$107K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.01K+ 3.17% |
$47.7K - $52.7K
|
32.9K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1K+ 0.21% |
$47.4K - $52.3K
|
482K
$24.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1K+ 13.5% |
$47.3K - $52.2K
|
8.41K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1KNew |
$47.3K - $52.2K
|
1K
$51K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
989+ 9.15% |
$46.8K - $51.6K
|
11.8K
$601K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
917+ 10.84% |
$43.4K - $47.9K
|
9.37K
$478K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
916+ 5.67% |
$43.3K - $47.8K
|
17.1K
$870K
|