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 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
108+ 0.74% |
$5.11K - $5.64K
|
14.7K
$747K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
107+ 1.5% |
$5.06K - $5.58K
|
7.22K
$368K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
105+ 1.41% |
$4.97K - $5.48K
|
7.54K
$384K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
103+ 0.13% |
$4.87K - $5.38K
|
82.2K
$4.19M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
101+ 2.23% |
$4.78K - $5.27K
|
4.62K
$235K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
100+ 16.0% |
$4.73K - $5.22K
|
725
$36.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
98+ 0.14% |
$4.64K - $5.11K
|
72.7K
$3.7M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
91+ 1.18% |
$4.31K - $4.75K
|
7.77K
$396K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
90+ 2.09% |
$4.26K - $4.7K
|
4.41K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
87+ 0.26% |
$4.12K - $4.54K
|
34.1K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
86+ 1.55% |
$4.07K - $4.49K
|
5.64K
$288K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
85+ 1.06% |
$4.02K - $4.44K
|
8.11K
$413K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
85New |
$4.02K - $4.44K
|
85
$4.33K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
85+ 0.89% |
$4.02K - $4.44K
|
9.65K
$492K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
81+ 95.29% |
$3.83K - $4.23K
|
166
$8.46K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
80+ 0.47% |
$3.79K - $4.18K
|
16.9K
$863K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
77New |
$3.64K - $4.02K
|
77
$3.92K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
76+ 126.67% |
$3.6K - $3.97K
|
136
$6.93K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
76+ 12.48% |
$3.6K - $3.97K
|
685
$34.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
75New |
$3.55K - $3.91K
|
75
$3.82K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
75New |
$3.55K - $3.91K
|
75
$3.82K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
72+ 1.29% |
$3.41K - $3.76K
|
5.67K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
71+ 0.3% |
$3.36K - $3.71K
|
23.6K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
68+ 0.62% |
$3.22K - $3.55K
|
11.1K
$566K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
60+ 1.3% |
$2.84K - $3.13K
|
4.67K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
59+ 1.13% |
$2.79K - $3.08K
|
5.29K
$270K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
58+ 0.35% |
$2.74K - $3.03K
|
16.5K
$843K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
56+ 38.62% |
$2.65K - $2.92K
|
201
$10.2K
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
55+ 1.57% |
$2.6K - $2.87K
|
3.56K
$181K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
BUY
|
- |
53+ 1.07% |
$2.51K - $2.77K
|
5.02K
$256K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
53+ 1.14% |
$2.51K - $2.77K
|
4.7K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
52+ 0.82% |
$2.46K - $2.71K
|
6.42K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
50+ 0.6% |
$2.37K - $2.61K
|
8.42K
$429K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
49+ 0.6% |
$2.32K - $2.56K
|
8.16K
$416K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
48+ 0.52% |
$2.27K - $2.51K
|
9.23K
$471K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
48+ 1.6% |
$2.27K - $2.51K
|
3.05K
$155K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
48+ 0.28% |
$2.27K - $2.51K
|
17.2K
$877K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
42+ 0.93% |
$1.99K - $2.19K
|
4.56K
$232K
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
42+ 0.25% |
$1.99K - $2.19K
|
17.1K
$871K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
41+ 4.13% |
$1.94K - $2.14K
|
1.03K
$52.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
39+ 0.31% |
$1.85K - $2.04K
|
12.7K
$649K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
37+ 0.33% |
$1.75K - $1.93K
|
11.4K
$580K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
37+ 0.21% |
$1.75K - $1.93K
|
17.7K
$903K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
35+ 0.39% |
$1.66K - $1.83K
|
9.02K
$460K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
34+ 0.18% |
$1.61K - $1.77K
|
19.1K
$973K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
34+ 0.56% |
$1.61K - $1.77K
|
6.09K
$310K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
34+ 0.63% |
$1.61K - $1.77K
|
5.43K
$277K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
31+ 0.4% |
$1.47K - $1.62K
|
7.72K
$394K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
28+ 0.18% |
$1.32K - $1.46K
|
15.5K
$789K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
27+ 0.15% |
$1.28K - $1.41K
|
18.4K
$939K
|