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 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-110- 0.85% |
$5.21K - $5.74K
|
12.8K
$663K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-110- 0.55% |
$5.21K - $5.74K
|
20K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-111- 0.81% |
$5.25K - $5.79K
|
13.5K
$700K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-127- 8.1% |
$6.01K - $6.63K
|
1.44K
$74.5K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-127- 0.62% |
$6.01K - $6.63K
|
20.4K
$1.05M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-132- 2.45% |
$6.25K - $6.89K
|
5.25K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-135- 0.53% |
$6.39K - $7.05K
|
25.5K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-139- 1.88% |
$6.58K - $7.25K
|
7.24K
$375K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-139- 3.28% |
$6.58K - $7.25K
|
4.1K
$212K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-140- 2.2% |
$6.62K - $7.31K
|
6.23K
$322K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-146- 1.82% |
$6.91K - $7.62K
|
7.87K
$407K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-148- 0.46% |
$7K - $7.72K
|
32K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-150- 0.32% |
$7.1K - $7.83K
|
46.9K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-150- 1.94% |
$7.1K - $7.83K
|
7.59K
$393K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-154- 1.2% |
$7.29K - $8.04K
|
12.7K
$656K
|
|
|
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
$361K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-167- 1.37% |
$7.9K - $8.72K
|
12K
$622K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-172- 0.16% |
$8.14K - $8.98K
|
107K
$5.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-175- 1.21% |
$8.28K - $9.13K
|
14.3K
$739K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-175- 0.6% |
$8.28K - $9.13K
|
28.8K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-179- 0.17% |
$8.47K - $9.34K
|
103K
$5.32M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-180- 2.18% |
$8.52K - $9.39K
|
8.07K
$418K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-185- 2.29% |
$8.75K - $9.66K
|
7.89K
$408K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-189- 0.93% |
$8.94K - $9.86K
|
20.1K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-191- 0.84% |
$9.04K - $9.97K
|
22.5K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-192- 2.91% |
$9.09K - $10K
|
6.41K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-192- 11.21% |
$9.09K - $10K
|
1.52K
$78.7K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-193- 24.65% |
$9.13K - $10.1K
|
590
$30.5K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-196- 1.13% |
$9.27K - $10.2K
|
17.1K
$886K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-200- 11.56% |
$9.46K - $10.4K
|
1.53K
$79.2K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-200- 66.67% |
$9.46K - $10.4K
|
100
$5.18K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-207- 0.2% |
$9.8K - $10.8K
|
104K
$5.4M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-225- 4.7% |
$10.6K - $11.7K
|
4.56K
$236K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-226- 25.06% |
$10.7K - $11.8K
|
676
$35K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-229- 5.13% |
$10.8K - $12K
|
4.24K
$219K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-230- 1.88% |
$10.9K - $12K
|
12K
$621K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-230- 2.68% |
$10.9K - $12K
|
8.36K
$433K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-232- 3.39% |
$11K - $12.1K
|
6.62K
$342K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-234- 4.02% |
$11.1K - $12.2K
|
5.59K
$290K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-238- 1.03% |
$11.3K - $12.4K
|
22.8K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-240- 2.75% |
$11.4K - $12.5K
|
8.49K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-240- 0.83% |
$11.4K - $12.5K
|
28.8K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-243- 0.83% |
$11.5K - $12.7K
|
29.1K
$1.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-244- 0.18% |
$11.5K - $12.7K
|
133K
$6.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-251- 0.43% |
$11.9K - $13.1K
|
57.9K
$3M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-252- 1.6% |
$11.9K - $13.2K
|
15.5K
$802K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-260- 0.31% |
$12.3K - $13.6K
|
83.7K
$4.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-269- 2.47% |
$12.7K - $14K
|
10.6K
$551K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-272- 6.08% |
$12.9K - $14.2K
|
4.2K
$218K
|