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
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-40- 0.42% |
$1.89K - $2.09K
|
9.53K
$486K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-41- 3.36% |
$1.94K - $2.14K
|
1.18K
$60.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-44- 0.79% |
$2.08K - $2.3K
|
5.51K
$281K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-44- 0.22% |
$2.08K - $2.3K
|
19.8K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-50- 0.31% |
$2.37K - $2.61K
|
15.8K
$808K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-50- 3.97% |
$2.37K - $2.61K
|
1.21K
$61.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-52- 0.56% |
$2.46K - $2.71K
|
9.23K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-63- 0.88% |
$2.98K - $3.29K
|
7.13K
$363K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-68- 35.23% |
$3.22K - $3.55K
|
125
$6.37K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-69- 0.48% |
$3.27K - $3.6K
|
14.3K
$728K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-72- 2.02% |
$3.41K - $3.76K
|
3.49K
$178K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-75- 1.5% |
$3.55K - $3.91K
|
4.92K
$251K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-76Closed |
$3.6K - $3.97K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-78- 0.64% |
$3.69K - $4.07K
|
12.2K
$622K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-82- 0.28% |
$3.88K - $4.28K
|
29.3K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-84- 2.0% |
$3.97K - $4.38K
|
4.13K
$210K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-84- 1.1% |
$3.97K - $4.38K
|
7.54K
$384K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-93- 1.21% |
$4.4K - $4.85K
|
7.62K
$388K
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-96- 0.72% |
$4.54K - $5.01K
|
13.3K
$679K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-97- 0.39% |
$4.59K - $5.06K
|
24.5K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-97- 1.3% |
$4.59K - $5.06K
|
7.38K
$376K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-99- 8.04% |
$4.68K - $5.17K
|
1.13K
$57.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-99- 1.36% |
$4.68K - $5.17K
|
7.18K
$366K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-99- 1.91% |
$4.68K - $5.17K
|
5.08K
$259K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-100- 1.27% |
$4.73K - $5.22K
|
7.77K
$396K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 3.35% |
$4.73K - $5.22K
|
2.89K
$147K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-100- 45.25% |
$4.73K - $5.22K
|
121
$6.17K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-100- 0.55% |
$4.73K - $5.22K
|
18K
$917K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 1.7% |
$4.73K - $5.22K
|
5.77K
$294K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-104- 21.27% |
$4.92K - $5.43K
|
385
$19.6K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-106- 1.16% |
$5.02K - $5.53K
|
9.02K
$459K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-109- 1.34% |
$5.16K - $5.69K
|
8.01K
$408K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-110- 0.85% |
$5.21K - $5.74K
|
12.8K
$653K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-110- 0.55% |
$5.21K - $5.74K
|
20K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-111- 0.81% |
$5.25K - $5.79K
|
13.5K
$689K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-127- 8.1% |
$6.01K - $6.63K
|
1.44K
$73.4K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-127- 0.62% |
$6.01K - $6.63K
|
20.4K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-132- 2.45% |
$6.25K - $6.89K
|
5.25K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-135- 0.53% |
$6.39K - $7.05K
|
25.5K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-139- 1.88% |
$6.58K - $7.25K
|
7.24K
$369K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-139- 3.28% |
$6.58K - $7.25K
|
4.1K
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-140- 2.2% |
$6.62K - $7.31K
|
6.23K
$317K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-146- 1.82% |
$6.91K - $7.62K
|
7.87K
$401K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-148- 0.46% |
$7K - $7.72K
|
32K
$1.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-150- 0.32% |
$7.1K - $7.83K
|
46.9K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-150- 1.94% |
$7.1K - $7.83K
|
7.59K
$387K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-154- 1.2% |
$7.29K - $8.04K
|
12.7K
$646K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-163Closed |
$7.71K - $8.51K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-166- 2.32% |
$7.86K - $8.66K
|
6.98K
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-167- 1.37% |
$7.9K - $8.72K
|
12K
$612K
|