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
|
Ascent Group, LLC
|
SELL
|
- |
-3.37K- 14.57% |
$160K - $176K
|
19.8K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.4K- 5.33% |
$161K - $177K
|
60.4K
$3.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-3.4K- 12.13% |
$161K - $178K
|
24.7K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3.43K- 20.37% |
$162K - $179K
|
13.4K
$694K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-3.45K- 2.77% |
$163K - $180K
|
121K
$6.26M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.53K- 5.69% |
$167K - $184K
|
58.5K
$3.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.65K- 6.49% |
$173K - $191K
|
52.6K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.7K- 34.68% |
$175K - $193K
|
6.96K
$360K
|
|
|
Sep 23, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
SELL
|
- |
-3.83K- 9.75% |
$181K - $200K
|
35.5K
$1.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.86K- 0.91% |
$183K - $202K
|
421K
$21.8M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.88K- 12.23% |
$184K - $203K
|
27.9K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.92K- 16.94% |
$185K - $204K
|
19.2K
$994K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.97K- 29.08% |
$188K - $207K
|
9.68K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-4.01K- 1.51% |
$190K - $209K
|
262K
$13.6M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4.01K- 13.87% |
$190K - $209K
|
24.9K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.03K- 9.77% |
$191K - $210K
|
37.2K
$1.93M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-4.08K- 19.28% |
$193K - $213K
|
17.1K
$884K
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-4.1K- 20.14% |
$194K - $214K
|
16.3K
$842K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-4.11K- 1.51% |
$195K - $215K
|
269K
$13.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.28K- 1.68% |
$203K - $223K
|
250K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-4.29K- 3.85% |
$203K - $224K
|
107K
$5.54M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.36K- 46.67% |
$206K - $228K
|
4.98K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-4.44K- 1.93% |
$210K - $232K
|
225K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-4.45K- 4.2% |
$211K - $232K
|
102K
$5.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.47K- 9.44% |
$211K - $233K
|
42.9K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-4.48K- 20.42% |
$212K - $234K
|
17.4K
$902K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.55K- 25.69% |
$215K - $237K
|
13.1K
$681K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.62K- 3.96% |
$218K - $241K
|
112K
$5.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.63K- 1.87% |
$219K - $241K
|
243K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.8K- 26.94% |
$227K - $251K
|
13K
$674K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-4.81K- 72.03% |
$228K - $251K
|
1.87K
$96.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.85K- 7.42% |
$230K - $253K
|
60.5K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-5.05K- 12.94% |
$239K - $263K
|
34K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-5.08K- 52.42% |
$240K - $265K
|
4.61K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.14K- 5.38% |
$243K - $268K
|
90.3K
$4.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-5.18K- 37.31% |
$245K - $270K
|
8.7K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.28K- 13.28% |
$250K - $276K
|
34.5K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.35K- 0.91% |
$253K - $279K
|
584K
$30.2M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.46K- 2.77% |
$258K - $285K
|
192K
$9.92M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-5.53K- 2.17% |
$262K - $289K
|
249K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-5.54K- 56.39% |
$262K - $289K
|
4.28K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-5.57K- 47.98% |
$264K - $291K
|
6.04K
$313K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.61K- 21.42% |
$265K - $293K
|
20.6K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.72K- 50.0% |
$271K - $299K
|
5.72K
$296K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-5.87K- 6.06% |
$278K - $307K
|
91K
$4.71M
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-6.02KClosed |
$285K - $314K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-6.44K- 5.49% |
$305K - $336K
|
111K
$5.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-6.5K- 7.92% |
$307K - $339K
|
75.5K
$3.91M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-6.55K- 4.55% |
$310K - $342K
|
137K
$7.11M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6.6K- 8.88% |
$312K - $345K
|
67.8K
$3.51M
|