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 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
525+ 8.16% |
$24.8K - $27.4K
|
6.96K
$354K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
524+ 12.55% |
$24.8K - $27.3K
|
4.7K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
515+ 11.22% |
$24.4K - $26.9K
|
5.11K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
503+ 6.96% |
$23.8K - $26.3K
|
7.73K
$394K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
501+ 3.16% |
$23.7K - $26.1K
|
16.4K
$833K
|
|
|
Apr 16, 2025
Q1 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
500+ 1.0% |
$23.7K - $26.1K
|
50.3K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
500+ 0.64% |
$23.7K - $26.1K
|
78.9K
$4.02M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
498+ 5.14% |
$23.6K - $26K
|
10.2K
$519K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
495+ 4.74% |
$23.4K - $25.8K
|
10.9K
$558K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
487+ 25.63% |
$23K - $25.4K
|
2.39K
$122K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
485+ 6.23% |
$23K - $25.3K
|
8.27K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
479+ 1.01% |
$22.7K - $25K
|
48K
$2.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
475+ 6.11% |
$22.5K - $24.8K
|
8.25K
$421K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
475+ 3.83% |
$22.5K - $24.8K
|
12.9K
$656K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
472+ 2.71% |
$22.3K - $24.6K
|
17.9K
$910K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
470+ 2.89% |
$22.2K - $24.5K
|
16.7K
$851K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
460+ 1.39% |
$21.8K - $24K
|
33.6K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
459+ 0.88% |
$21.7K - $24K
|
52.5K
$2.68M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
458+ 6.33% |
$21.7K - $23.9K
|
7.7K
$392K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
446+ 4.31% |
$21.1K - $23.3K
|
10.8K
$550K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
444+ 193.04% |
$21K - $23.2K
|
674
$34.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
438+ 1.41% |
$20.7K - $22.9K
|
31.4K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
438+ 9.63% |
$20.7K - $22.9K
|
4.99K
$254K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
430+ 1.24% |
$20.3K - $22.4K
|
35.2K
$1.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
414+ 2.72% |
$19.6K - $21.6K
|
15.6K
$796K
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
412+ 1.92% |
$19.5K - $21.5K
|
21.8K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
409+ 2.02% |
$19.4K - $21.3K
|
20.7K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
401+ 3.35% |
$19K - $20.9K
|
12.4K
$630K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
400+ 133.33% |
$18.9K - $20.9K
|
700
$35.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
393+ 1.46% |
$18.6K - $20.5K
|
27.3K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
388+ 0.41% |
$18.4K - $20.2K
|
94.9K
$4.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
386+ 14.67% |
$18.3K - $20.1K
|
3.02K
$154K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
375+ 3.2% |
$17.7K - $19.6K
|
12.1K
$617K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
358+ 2.26% |
$16.9K - $18.7K
|
16.2K
$825K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
348+ 4.69% |
$16.5K - $18.2K
|
7.76K
$396K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
343+ 0.62% |
$16.2K - $17.9K
|
55.7K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
341+ 0.12% |
$16.1K - $17.8K
|
294K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
341+ 1.85% |
$16.1K - $17.8K
|
18.8K
$957K
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
340+ 7.53% |
$16.1K - $17.7K
|
4.86K
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
334+ 1.92% |
$15.8K - $17.4K
|
17.7K
$904K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
333+ 0.73% |
$15.8K - $17.4K
|
46.1K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
329+ 3.99% |
$15.6K - $17.2K
|
8.58K
$437K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
327+ 2.41% |
$15.5K - $17.1K
|
13.9K
$708K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
324+ 1.78% |
$15.3K - $16.9K
|
18.5K
$943K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
305+ 1.52% |
$14.4K - $15.9K
|
20.4K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
298+ 3.65% |
$14.1K - $15.6K
|
8.47K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
298+ 0.72% |
$14.1K - $15.6K
|
41.6K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
297+ 11.42% |
$14.1K - $15.5K
|
2.9K
$148K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
297+ 0.54% |
$14.1K - $15.5K
|
55.3K
$2.82M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
296+ 0.75% |
$14K - $15.4K
|
39.9K
$2.04M
|