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 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
916+ 2.83% |
$43.3K - $47.8K
|
33.3K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
895+ 6.94% |
$42.4K - $46.7K
|
13.8K
$702K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
891+ 2.69% |
$42.2K - $46.5K
|
34K
$1.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
888+ 1.39% |
$42K - $46.3K
|
64.7K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
878+ 18.3% |
$41.5K - $45.8K
|
5.68K
$289K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
873+ 8.89% |
$41.3K - $45.6K
|
10.7K
$545K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
866+ 1.96% |
$41K - $45.2K
|
45.1K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
864+ 5.99% |
$40.9K - $45.1K
|
15.3K
$779K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
862+ 1724.0% |
$40.8K - $45K
|
912
$46.5K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
850+ 2.76% |
$40.2K - $44.4K
|
31.7K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
850+ 10.47% |
$40.2K - $44.4K
|
8.97K
$457K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
846+ 0.81% |
$40K - $44.2K
|
105K
$5.36M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
840New |
$39.7K - $43.8K
|
840
$42.8K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
829+ 1.64% |
$39.2K - $43.3K
|
51.4K
$2.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
825+ 86.21% |
$39K - $43.1K
|
1.78K
$90.8K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
822+ 40.08% |
$38.9K - $42.9K
|
2.87K
$146K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
813+ 8.37% |
$38.5K - $42.4K
|
10.5K
$536K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
803+ 6.84% |
$38K - $41.9K
|
12.5K
$639K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
796+ 1.11% |
$37.7K - $41.5K
|
72.6K
$3.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
792+ 4.43% |
$37.5K - $41.3K
|
18.7K
$951K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
772+ 12.39% |
$36.5K - $40.3K
|
7K
$357K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
761+ 4.85% |
$36K - $39.7K
|
16.4K
$838K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
756+ 42.5% |
$35.8K - $39.5K
|
2.54K
$129K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
754+ 6.04% |
$35.7K - $39.4K
|
13.2K
$674K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
753+ 2.99% |
$35.6K - $39.3K
|
25.9K
$1.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
731+ 9.91% |
$34.6K - $38.2K
|
8.11K
$413K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
713+ 9.05% |
$33.7K - $37.2K
|
8.59K
$438K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
704+ 10.29% |
$33.3K - $36.7K
|
7.54K
$384K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
703+ 31.02% |
$33.3K - $36.7K
|
2.97K
$151K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
687New |
$32.5K - $35.9K
|
687
$35K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
686+ 8.01% |
$32.5K - $35.8K
|
9.25K
$471K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
680+ 5.86% |
$32.2K - $35.5K
|
12.3K
$626K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
670+ 3.41% |
$31.7K - $35K
|
20.3K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
638+ 3.92% |
$30.2K - $33.3K
|
16.9K
$862K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
635+ 0.65% |
$30K - $33.1K
|
98.6K
$5.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
623+ 0.74% |
$29.5K - $32.5K
|
85.2K
$4.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
609+ 3.11% |
$28.8K - $31.8K
|
20.2K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
600New |
$28.4K - $31.3K
|
600
$30.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
593+ 1.13% |
$28.1K - $30.9K
|
53K
$2.7M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
579+ 1.74% |
$27.4K - $30.2K
|
33.8K
$1.72M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
571+ 16.48% |
$27K - $29.8K
|
4.04K
$206K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
571New |
$27K - $29.8K
|
571
$29.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
565+ 16.03% |
$26.7K - $29.5K
|
4.09K
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
561+ 4.29% |
$26.5K - $29.3K
|
13.6K
$695K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
557+ 2.81% |
$26.4K - $29.1K
|
20.4K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
550New |
$26K - $28.7K
|
550
$28K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
543+ 8.83% |
$25.7K - $28.3K
|
6.69K
$341K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
540+ 9.77% |
$25.6K - $28.2K
|
6.07K
$309K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
533New |
$25.2K - $27.8K
|
533
$27.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
532+ 12.34% |
$25.2K - $27.8K
|
4.84K
$247K
|