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 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1K- 15.22% |
$47.3K - $52.2K
|
5.57K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1K- 11.94% |
$47.3K - $52.2K
|
7.38K
$389K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1K- 8.55% |
$47.3K - $52.2K
|
10.7K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1K- 1.77% |
$47.3K - $52.2K
|
55.6K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1K- 1.37% |
$47.3K - $52.2K
|
72K
$3.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.01K- 6.53% |
$47.6K - $52.5K
|
14.4K
$759K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-1.01K- 8.21% |
$47.7K - $52.6K
|
11.3K
$593K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 0.17% |
$49.1K - $54.2K
|
607K
$32M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.05K- 1.46% |
$49.5K - $54.6K
|
70.9K
$3.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.05K- 9.8% |
$49.6K - $54.7K
|
9.65K
$508K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.06K- 14.33% |
$49.9K - $55.1K
|
6.31K
$332K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-1.06K- 2.32% |
$50.2K - $55.3K
|
44.5K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.06K- 5.4% |
$50.3K - $55.5K
|
18.7K
$983K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.07K- 18.92% |
$50.7K - $55.9K
|
4.59K
$242K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.07K- 8.19% |
$50.8K - $56K
|
12K
$634K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.08K- 0.72% |
$51K - $56.2K
|
149K
$7.83M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.09K- 5.63% |
$51.5K - $56.8K
|
18.2K
$961K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.1K- 18.34% |
$52.1K - $57.4K
|
4.9K
$258K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.12K- 7.2% |
$52.9K - $58.3K
|
14.4K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.13K- 9.02% |
$53.4K - $58.9K
|
11.4K
$599K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.14K- 7.3% |
$53.8K - $59.3K
|
14.4K
$760K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.15K- 1.95% |
$54.6K - $60.2K
|
57.9K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.16K- 7.26% |
$54.7K - $60.3K
|
14.7K
$777K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.16K- 18.35% |
$54.8K - $60.4K
|
5.15K
$271K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1.16K- 2.29% |
$55.1K - $60.7K
|
49.7K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.17K- 15.98% |
$55.4K - $61.1K
|
6.16K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.18K- 1.57% |
$55.6K - $61.3K
|
73.8K
$3.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-1.18K- 0.98% |
$55.9K - $61.7K
|
120K
$6.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.2K- 10.67% |
$56.8K - $62.6K
|
10K
$529K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-1.21K- 2.56% |
$57.2K - $63K
|
46K
$2.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.21K- 3.32% |
$57.4K - $63.4K
|
35.3K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-1.22K- 27.01% |
$57.8K - $63.7K
|
3.3K
$174K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.25K- 8.91% |
$59.1K - $65.1K
|
12.8K
$672K
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.25K- 0.7% |
$59.2K - $65.3K
|
177K
$9.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.25K- 16.34% |
$59.3K - $65.4K
|
6.41K
$338K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-1.27K- 2.27% |
$60K - $66.2K
|
54.6K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.27K- 13.59% |
$60K - $66.2K
|
8.07K
$425K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.28K- 3.78% |
$60.3K - $66.5K
|
32.4K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.28K- 1.73% |
$60.6K - $66.9K
|
72.6K
$3.82M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.29K- 5.48% |
$61.2K - $67.5K
|
22.3K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.3K- 9.28% |
$61.5K - $67.8K
|
12.7K
$670K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.31K- 0.77% |
$62K - $68.4K
|
170K
$8.93M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.31K- 2.69% |
$62K - $68.4K
|
47.4K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.32K- 31.02% |
$62.5K - $68.9K
|
2.94K
$155K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.34K- 15.03% |
$63.6K - $70.1K
|
7.6K
$400K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-1.35K- 2.54% |
$64K - $70.6K
|
51.9K
$2.74M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.36K- 2.07% |
$64.5K - $71.1K
|
64.6K
$3.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.39K- 2.09% |
$66K - $72.8K
|
65.3K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.42K- 7.34% |
$67.2K - $74.1K
|
17.9K
$944K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.47K- 17.07% |
$69.7K - $76.9K
|
7.16K
$377K
|