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 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-1.56K- 14.91% |
$73.8K - $81.4K
|
8.9K
$454K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.56K- 4.07% |
$74K - $81.6K
|
36.9K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.57K- 18.56% |
$74.1K - $81.7K
|
6.87K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.57K- 3.45% |
$74.1K - $81.7K
|
43.8K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.6K- 14.63% |
$75.5K - $83.2K
|
9.31K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
SELL
|
- |
-1.64K- 0.77% |
$77.6K - $85.6K
|
211K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.65K- 3.64% |
$78.1K - $86.1K
|
43.7K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-1.66K- 22.58% |
$78.5K - $86.6K
|
5.69K
$290K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.68K- 4.3% |
$79.5K - $87.6K
|
37.4K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.69K- 11.34% |
$79.9K - $88.1K
|
13.2K
$673K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-1.71K- 9.51% |
$81.1K - $89.4K
|
16.3K
$830K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-1.74K- 3.8% |
$82.3K - $90.8K
|
44.1K
$2.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.74K- 11.1% |
$82.5K - $91K
|
14K
$712K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.8K- 5.12% |
$85.2K - $94K
|
33.3K
$1.7M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.83K- 4.27% |
$86.5K - $95.4K
|
41K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.83K- 0.88% |
$86.6K - $95.5K
|
205K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.86K- 20.31% |
$88.2K - $97.2K
|
7.31K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.87K- 15.39% |
$88.5K - $97.6K
|
10.3K
$524K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.88K- 21.02% |
$88.7K - $97.9K
|
7.05K
$359K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-1.91K- 3.89% |
$90.2K - $99.5K
|
47.1K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.94K- 12.25% |
$91.9K - $101K
|
13.9K
$709K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2K- 97.56% |
$94.4K - $104K
|
50
$2.55K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2K- 8.0% |
$94.6K - $104K
|
23K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-2K- 1.77% |
$94.8K - $105K
|
111K
$5.66M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.02K- 21.5% |
$95.3K - $105K
|
7.36K
$375K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.03K- 10.75% |
$96K - $106K
|
16.8K
$858K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-2.07K- 1.9% |
$97.9K - $108K
|
107K
$5.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.09K- 6.9% |
$98.9K - $109K
|
28.2K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.09K- 0.5% |
$98.9K - $109K
|
419K
$21.3M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.1K- 16.48% |
$99.4K - $110K
|
10.7K
$543K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.2K- 15.4% |
$104K - $115K
|
12.1K
$616K
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-2.23K- 3.38% |
$105K - $116K
|
63.7K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.27K- 17.26% |
$107K - $118K
|
10.9K
$554K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.27K- 7.54% |
$107K - $118K
|
27.8K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.27K- 1.18% |
$107K - $118K
|
191K
$9.72M
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2.27K- 4.11% |
$107K - $118K
|
53K
$2.7M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2.28K- 3.85% |
$108K - $119K
|
57K
$2.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-2.3K- 19.57% |
$109K - $120K
|
9.44K
$481K
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-2.3K- 3.2% |
$109K - $120K
|
69.7K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.31K- 26.13% |
$109K - $121K
|
6.54K
$333K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-2.33K- 4.9% |
$110K - $121K
|
45.2K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.34K- 6.92% |
$110K - $122K
|
31.4K
$1.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-2.34K- 22.02% |
$111K - $122K
|
8.29K
$423K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.35K- 21.64% |
$111K - $122K
|
8.49K
$433K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-2.35K- 31.93% |
$111K - $123K
|
5.01K
$255K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-2.4K- 6.89% |
$113K - $125K
|
32.4K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-2.4K- 9.02% |
$114K - $125K
|
24.2K
$1.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.42K- 9.22% |
$114K - $126K
|
23.8K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.43K- 2.2% |
$115K - $127K
|
108K
$5.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-2.46K- 4.63% |
$116K - $128K
|
50.5K
$2.58M
|