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 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-172- 0.16% |
$8.14K - $8.98K
|
107K
$5.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-175- 1.21% |
$8.28K - $9.13K
|
14.3K
$727K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-175- 0.6% |
$8.28K - $9.13K
|
28.8K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-179- 0.17% |
$8.47K - $9.34K
|
103K
$5.24M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-180- 2.18% |
$8.52K - $9.39K
|
8.07K
$411K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-185- 2.29% |
$8.75K - $9.66K
|
7.89K
$402K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-189- 0.93% |
$8.94K - $9.86K
|
20.1K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-191- 0.84% |
$9.04K - $9.97K
|
22.5K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-192- 2.91% |
$9.09K - $10K
|
6.41K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-192- 11.21% |
$9.09K - $10K
|
1.52K
$77.5K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-193- 24.65% |
$9.13K - $10.1K
|
590
$30.1K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-196- 1.13% |
$9.27K - $10.2K
|
17.1K
$872K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-200- 11.56% |
$9.46K - $10.4K
|
1.53K
$78K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-200- 66.67% |
$9.46K - $10.4K
|
100
$5.1K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-207- 0.2% |
$9.8K - $10.8K
|
104K
$5.32M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-225- 4.7% |
$10.6K - $11.7K
|
4.56K
$232K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-226- 25.06% |
$10.7K - $11.8K
|
676
$34.4K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-229- 5.13% |
$10.8K - $12K
|
4.24K
$216K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-230- 1.88% |
$10.9K - $12K
|
12K
$612K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-230- 2.68% |
$10.9K - $12K
|
8.36K
$426K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-232- 3.39% |
$11K - $12.1K
|
6.62K
$337K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-234- 4.02% |
$11.1K - $12.2K
|
5.59K
$285K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-238- 1.03% |
$11.3K - $12.4K
|
22.8K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-240- 2.75% |
$11.4K - $12.5K
|
8.49K
$432K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-240- 0.83% |
$11.4K - $12.5K
|
28.8K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-243- 0.83% |
$11.5K - $12.7K
|
29.1K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-244- 0.18% |
$11.5K - $12.7K
|
133K
$6.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-251- 0.43% |
$11.9K - $13.1K
|
57.9K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-252- 1.6% |
$11.9K - $13.2K
|
15.5K
$790K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-260- 0.31% |
$12.3K - $13.6K
|
83.7K
$4.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-269- 2.47% |
$12.7K - $14K
|
10.6K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-272- 6.08% |
$12.9K - $14.2K
|
4.2K
$214K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-272- 46.26% |
$12.9K - $14.2K
|
316
$16.1K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-277- 0.96% |
$13.1K - $14.5K
|
28.5K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-278- 2.31% |
$13.2K - $14.5K
|
11.8K
$600K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-282- 0.5% |
$13.3K - $14.7K
|
55.6K
$2.83M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-286- 11.58% |
$13.5K - $14.9K
|
2.18K
$111K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-289- 0.75% |
$13.7K - $15.1K
|
38.3K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-296- 5.29% |
$14K - $15.4K
|
5.3K
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-300- 2.06% |
$14.2K - $15.7K
|
14.2K
$726K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-300- 6.15% |
$14.2K - $15.7K
|
4.58K
$233K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-301- 4.7% |
$14.2K - $15.7K
|
6.1K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-309- 2.41% |
$14.6K - $16.1K
|
12.5K
$636K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-310- 1.35% |
$14.7K - $16.2K
|
22.7K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-334- 1.91% |
$15.8K - $17.4K
|
17.2K
$874K
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-338- 3.68% |
$16K - $17.6K
|
8.86K
$451K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-341- 0.82% |
$16.1K - $17.8K
|
41.1K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-346- 0.97% |
$16.4K - $18.1K
|
35.3K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-350- 5.37% |
$16.6K - $18.3K
|
6.17K
$314K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-352- 2.18% |
$16.7K - $18.4K
|
15.8K
$804K
|