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 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-610- 7.28% |
$28.9K - $31.8K
|
7.77K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-614- 6.95% |
$29.1K - $32K
|
8.22K
$419K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-616- 1.84% |
$29.1K - $32.1K
|
32.9K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-619- 3.39% |
$29.3K - $32.3K
|
17.6K
$899K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-632- 2.65% |
$29.9K - $33K
|
23.2K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-641- 1.09% |
$30.3K - $33.5K
|
58.4K
$2.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-646- 3.97% |
$30.6K - $33.7K
|
15.6K
$796K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-648- 7.75% |
$30.7K - $33.8K
|
7.71K
$393K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-652- 20.44% |
$30.9K - $34K
|
2.54K
$129K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-661- 9.7% |
$31.3K - $34.5K
|
6.16K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-676- 13.4% |
$32K - $35.3K
|
4.37K
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-681- 3.84% |
$32.2K - $35.5K
|
17K
$868K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-692- 1.74% |
$32.7K - $36.1K
|
39K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-707- 3.02% |
$33.5K - $36.9K
|
22.7K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-719- 7.46% |
$34K - $37.5K
|
8.93K
$455K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-719- 5.4% |
$34K - $37.5K
|
12.6K
$642K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-720- 3.16% |
$34.1K - $37.6K
|
22.1K
$1.12M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-731- 49.36% |
$34.6K - $38.2K
|
750
$38.2K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-737- 1.98% |
$34.9K - $38.5K
|
36.6K
$1.86M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-754- 15.16% |
$35.7K - $39.4K
|
4.22K
$215K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-784- 0.72% |
$37.1K - $40.9K
|
108K
$5.51M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-816- 8.75% |
$38.6K - $42.6K
|
8.51K
$434K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-828- 2.48% |
$39.2K - $43.2K
|
32.6K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-841- 3.93% |
$39.8K - $43.9K
|
20.6K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-846- 6.41% |
$40K - $44.2K
|
12.3K
$629K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-858- 7.06% |
$40.6K - $44.8K
|
11.3K
$575K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-869- 0.1% |
$41.1K - $45.4K
|
879K
$44.8M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-911- 7.84% |
$43.1K - $47.5K
|
10.7K
$546K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-915- 10.73% |
$43.3K - $47.8K
|
7.61K
$388K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-922- 0.8% |
$43.6K - $48.1K
|
114K
$5.83M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-924- 2.99% |
$43.7K - $48.2K
|
30K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-937- 2.91% |
$44.3K - $48.9K
|
31.3K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-941- 4.45% |
$44.5K - $49.1K
|
20.2K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-943- 17.09% |
$44.6K - $49.2K
|
4.57K
$233K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-945- 9.41% |
$44.7K - $49.3K
|
9.1K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-945- 1.92% |
$44.7K - $49.3K
|
48.4K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-947- 1.05% |
$44.8K - $49.4K
|
89.6K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-962- 1.7% |
$45.5K - $50.2K
|
55.6K
$2.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-963- 11.27% |
$45.6K - $50.3K
|
7.58K
$386K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-967- 1.46% |
$45.8K - $50.5K
|
65.2K
$3.32M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-967- 6.06% |
$45.8K - $50.5K
|
15K
$764K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-976- 13.05% |
$46.2K - $50.9K
|
6.5K
$331K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-978- 3.83% |
$46.3K - $51K
|
24.6K
$1.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1K- 15.22% |
$47.3K - $52.2K
|
5.57K
$284K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1K- 11.94% |
$47.3K - $52.2K
|
7.38K
$376K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1K- 8.55% |
$47.3K - $52.2K
|
10.7K
$545K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1K- 1.77% |
$47.3K - $52.2K
|
55.6K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1K- 1.37% |
$47.3K - $52.2K
|
72K
$3.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.01K- 6.53% |
$47.6K - $52.5K
|
14.4K
$734K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-1.01K- 8.21% |
$47.7K - $52.6K
|
11.3K
$574K
|