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
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-310- 1.35% |
$14.7K - $16.2K
|
22.7K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-334- 1.91% |
$15.8K - $17.4K
|
17.2K
$904K
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-338- 3.68% |
$16K - $17.6K
|
8.86K
$467K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-341- 0.82% |
$16.1K - $17.8K
|
41.1K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-346- 0.97% |
$16.4K - $18.1K
|
35.3K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-350- 5.37% |
$16.6K - $18.3K
|
6.17K
$325K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-352- 2.18% |
$16.7K - $18.4K
|
15.8K
$831K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-352- 1.34% |
$16.7K - $18.4K
|
25.9K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-360- 4.55% |
$17K - $18.8K
|
7.56K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-365- 1.64% |
$17.3K - $19K
|
22K
$1.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-376- 0.65% |
$17.8K - $19.6K
|
57.5K
$3.03M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-389- 7.68% |
$18.4K - $20.3K
|
4.67K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-390- 2.47% |
$18.5K - $20.4K
|
15.4K
$812K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-391- 5.03% |
$18.5K - $20.4K
|
7.39K
$389K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-396- 1.7% |
$18.7K - $20.7K
|
22.9K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-397- 1.7% |
$18.8K - $20.7K
|
23K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-400- 3.13% |
$18.9K - $20.9K
|
12.4K
$653K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-404- 5.35% |
$19.1K - $21.1K
|
7.15K
$377K
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-405- 2.16% |
$19.2K - $21.1K
|
18.4K
$969K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-412- 24.52% |
$19.5K - $21.5K
|
1.27K
$66.8K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-412- 0.36% |
$19.5K - $21.5K
|
114K
$6.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-414- 8.7% |
$19.6K - $21.6K
|
4.34K
$229K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-425- 1.55% |
$20.1K - $22.2K
|
27K
$1.42M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-430- 6.26% |
$20.3K - $22.4K
|
6.43K
$339K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-434- 7.68% |
$20.5K - $22.7K
|
5.22K
$275K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-438- 7.24% |
$20.7K - $22.9K
|
5.61K
$296K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-450- 18.45% |
$21.3K - $23.5K
|
1.99K
$105K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-464- 10.39% |
$22K - $24.2K
|
4K
$211K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-471- 18.26% |
$22.3K - $24.6K
|
2.11K
$111K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-472- 4.69% |
$22.3K - $24.6K
|
9.59K
$505K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-483- 0.61% |
$22.9K - $25.2K
|
78.8K
$4.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-485- 8.4% |
$23K - $25.3K
|
5.29K
$279K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-489- 8.88% |
$23.1K - $25.5K
|
5.02K
$264K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-490- 6.75% |
$23.2K - $25.6K
|
6.77K
$356K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-500- 25.13% |
$23.7K - $26.1K
|
1.49K
$78.5K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-500- 4.5% |
$23.7K - $26.1K
|
10.6K
$559K
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-500- 6.02% |
$23.7K - $26.1K
|
7.81K
$411K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-501- 7.72% |
$23.7K - $26.1K
|
5.99K
$316K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-502- 33.42% |
$23.8K - $26.2K
|
1K
$52.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-504- 10.64% |
$23.8K - $26.3K
|
4.24K
$223K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-505- 2.66% |
$23.9K - $26.4K
|
18.5K
$974K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-513- 8.17% |
$24.3K - $26.8K
|
5.77K
$304K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-532- 3.99% |
$25.2K - $27.8K
|
12.8K
$674K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-534- 5.92% |
$25.3K - $27.9K
|
8.49K
$447K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-539- 2.38% |
$25.5K - $28.1K
|
22.1K
$1.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-540- 0.95% |
$25.6K - $28.2K
|
56.3K
$2.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-544- 1.64% |
$25.7K - $28.4K
|
32.6K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-554- 5.98% |
$26.2K - $28.9K
|
8.71K
$459K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-572- 1.03% |
$27.1K - $29.9K
|
55.2K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-577- 0.73% |
$27.3K - $30.1K
|
78.4K
$4.13M
|