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 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
287+ 4.38% |
$13.6K - $15K
|
6.84K
$348K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
284+ 1.87% |
$13.4K - $14.8K
|
15.5K
$789K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
274+ 87.26% |
$13K - $14.3K
|
588
$30K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
274+ 0.38% |
$13K - $14.3K
|
73K
$3.72M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
270+ 5.26% |
$12.8K - $14.1K
|
5.41K
$275K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
267+ 0.0% |
$12.6K - $13.9K
|
10.3M
$526M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
265+ 4.15% |
$12.5K - $13.8K
|
6.64K
$339K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
256+ 0.97% |
$12.1K - $13.4K
|
26.8K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
256+ 2.74% |
$12.1K - $13.4K
|
9.61K
$490K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
250+ 1.69% |
$11.8K - $13K
|
15K
$766K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
236+ 1.41% |
$11.2K - $12.3K
|
16.9K
$862K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
235+ 1.53% |
$11.1K - $12.3K
|
15.6K
$795K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
235+ 5.27% |
$11.1K - $12.3K
|
4.7K
$239K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
229+ 0.74% |
$10.8K - $12K
|
31K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
224+ 3.09% |
$10.6K - $11.7K
|
7.48K
$381K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
220+ 50.46% |
$10.4K - $11.5K
|
656
$33.4K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
211+ 0.56% |
$9.98K - $11K
|
37.7K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
210+ 14.54% |
$9.94K - $11K
|
1.65K
$84.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
207+ 1.55% |
$9.8K - $10.8K
|
13.6K
$692K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
203+ 0.97% |
$9.61K - $10.6K
|
21.1K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
202+ 2.21% |
$9.56K - $10.5K
|
9.34K
$476K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
200+ 2.07% |
$9.46K - $10.4K
|
9.88K
$503K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
200+ 2.32% |
$9.46K - $10.4K
|
8.83K
$450K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
199+ 1.29% |
$9.42K - $10.4K
|
15.7K
$798K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
199+ 0.87% |
$9.42K - $10.4K
|
23K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
195+ 12.05% |
$9.23K - $10.2K
|
1.81K
$92.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
193+ 2.57% |
$9.13K - $10.1K
|
7.7K
$392K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
192New |
$9.09K - $10K
|
192
$9.78K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
186+ 74.4% |
$8.8K - $9.71K
|
436
$22.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
181+ 1.23% |
$8.56K - $9.45K
|
15K
$762K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
175+ 0.8% |
$8.28K - $9.13K
|
22.1K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
175+ 1.33% |
$8.28K - $9.13K
|
13.3K
$678K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
175+ 0.5% |
$8.28K - $9.13K
|
35.2K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
167+ 0.3% |
$7.9K - $8.72K
|
55.8K
$2.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
164+ 1.14% |
$7.76K - $8.56K
|
14.5K
$740K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
164+ 0.27% |
$7.76K - $8.56K
|
60.3K
$3.07M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
160+ 0.48% |
$7.57K - $8.35K
|
33.4K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
159+ 30.11% |
$7.52K - $8.3K
|
687
$35K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
154New |
$7.29K - $8.04K
|
154
$7.85K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
147+ 3.21% |
$6.96K - $7.67K
|
4.73K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
146New |
$6.91K - $7.62K
|
146
$7.44K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
145+ 1.38% |
$6.86K - $7.57K
|
10.7K
$544K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
145+ 3.47% |
$6.86K - $7.57K
|
4.33K
$220K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
141New |
$6.67K - $7.36K
|
141
$7.19K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
139+ 1.92% |
$6.58K - $7.25K
|
7.39K
$377K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
139+ 2.12% |
$6.58K - $7.25K
|
6.69K
$341K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
126+ 0.84% |
$5.96K - $6.58K
|
15.2K
$775K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
111+ 300.0% |
$5.25K - $5.79K
|
148
$7.54K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
110+ 0.26% |
$5.21K - $5.74K
|
42.9K
$2.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
108+ 0.65% |
$5.11K - $5.64K
|
16.7K
$849K
|