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 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-2.34K- 22.02% |
$111K - $122K
|
8.29K
$437K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.35K- 21.64% |
$111K - $122K
|
8.49K
$447K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-2.35K- 31.93% |
$111K - $123K
|
5.01K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-2.4K- 6.89% |
$113K - $125K
|
32.4K
$1.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-2.4K- 9.02% |
$114K - $125K
|
24.2K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.42K- 9.22% |
$114K - $126K
|
23.8K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.43K- 2.2% |
$115K - $127K
|
108K
$5.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-2.46K- 4.63% |
$116K - $128K
|
50.5K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-2.48K- 3.68% |
$117K - $129K
|
64.7K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.53K- 9.98% |
$120K - $132K
|
22.8K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-2.56K- 1.63% |
$121K - $134K
|
154K
$8.11M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.57K- 10.37% |
$122K - $134K
|
22.3K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-2.58K- 20.21% |
$122K - $134K
|
10.2K
$536K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.64K- 7.32% |
$125K - $138K
|
33.4K
$1.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2.7K- 50.0% |
$128K - $141K
|
2.7K
$142K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-2.72K- 8.58% |
$129K - $142K
|
29K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.75K- 4.7% |
$130K - $143K
|
55.7K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-2.78K- 94.55% |
$131K - $145K
|
160
$8.43K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.78K- 2.09% |
$132K - $145K
|
130K
$6.86M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.82K- 7.39% |
$134K - $147K
|
35.4K
$1.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-2.83K- 21.67% |
$134K - $148K
|
10.2K
$538K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.83K- 0.1% |
$134K - $148K
|
2.86M
$151M
|
|
|
May 14, 2025
Q1 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.85K- 19.93% |
$135K - $149K
|
11.5K
$603K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-2.97K- 6.93% |
$141K - $155K
|
40K
$2.1M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-2.99K- 5.96% |
$141K - $156K
|
47.2K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.99K- 24.77% |
$142K - $156K
|
9.09K
$479K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3K- 2.31% |
$142K - $156K
|
127K
$6.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.07K- 1.11% |
$145K - $160K
|
274K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-3.07K- 0.74% |
$145K - $160K
|
410K
$21.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.11K- 14.77% |
$147K - $162K
|
17.9K
$944K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.13K- 12.77% |
$148K - $163K
|
21.4K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-3.14K- 3.88% |
$148K - $164K
|
77.7K
$4.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-3.14K- 21.95% |
$149K - $164K
|
11.2K
$588K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-3.17K- 19.85% |
$150K - $166K
|
12.8K
$675K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.25K- 16.12% |
$154K - $170K
|
16.9K
$891K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.27K- 4.48% |
$155K - $171K
|
69.8K
$3.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-3.28K- 10.26% |
$155K - $171K
|
28.7K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-3.37K- 14.57% |
$160K - $176K
|
19.8K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.4K- 5.33% |
$161K - $177K
|
60.4K
$3.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-3.4K- 12.13% |
$161K - $178K
|
24.7K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3.43K- 20.37% |
$162K - $179K
|
13.4K
$706K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-3.45K- 2.77% |
$163K - $180K
|
121K
$6.37M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.53K- 5.69% |
$167K - $184K
|
58.5K
$3.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.65K- 6.49% |
$173K - $191K
|
52.6K
$2.77M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.7K- 34.68% |
$175K - $193K
|
6.96K
$367K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.86K- 0.91% |
$183K - $202K
|
421K
$22.2M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.88K- 12.23% |
$184K - $203K
|
27.9K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.92K- 16.94% |
$185K - $204K
|
19.2K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.97K- 29.08% |
$188K - $207K
|
9.68K
$510K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-4.01K- 1.51% |
$190K - $209K
|
262K
$13.8M
|