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
|
Busey Wealth Management
|
SELL
|
- |
-4.44K- 1.93% |
$210K - $232K
|
225K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-4.45K- 4.2% |
$211K - $232K
|
102K
$5.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.47K- 9.44% |
$211K - $233K
|
42.9K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-4.48K- 20.42% |
$212K - $234K
|
17.4K
$888K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.55K- 25.69% |
$215K - $237K
|
13.1K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.62K- 3.96% |
$218K - $241K
|
112K
$5.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.63K- 1.87% |
$219K - $241K
|
243K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.8K- 26.94% |
$227K - $251K
|
13K
$663K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-4.81K- 72.03% |
$228K - $251K
|
1.87K
$95.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.85K- 7.42% |
$230K - $253K
|
60.5K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-5.05K- 12.94% |
$239K - $263K
|
34K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-5.08K- 52.42% |
$240K - $265K
|
4.61K
$235K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.14K- 5.38% |
$243K - $268K
|
90.3K
$4.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-5.18K- 37.31% |
$245K - $270K
|
8.7K
$443K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.28K- 13.28% |
$250K - $276K
|
34.5K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.35K- 0.91% |
$253K - $279K
|
584K
$29.8M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.46K- 2.77% |
$258K - $285K
|
192K
$9.77M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-5.53K- 2.17% |
$262K - $289K
|
249K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-5.54K- 56.39% |
$262K - $289K
|
4.28K
$218K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-5.57K- 47.98% |
$264K - $291K
|
6.04K
$308K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.61K- 21.42% |
$265K - $293K
|
20.6K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.72K- 50.0% |
$271K - $299K
|
5.72K
$292K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-5.87K- 6.06% |
$278K - $307K
|
91K
$4.64M
|
|
|
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
$5.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-6.5K- 7.92% |
$307K - $339K
|
75.5K
$3.85M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-6.55K- 4.55% |
$310K - $342K
|
137K
$7M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6.6K- 8.88% |
$312K - $345K
|
67.8K
$3.45M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-6.69K- 5.78% |
$316K - $349K
|
109K
$5.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-6.76K- 23.47% |
$320K - $353K
|
22K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.79K- 4.71% |
$321K - $354K
|
137K
$6.99M
|
|
|
May 15, 2025
Q1 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-6.86K- 10.67% |
$324K - $358K
|
57.4K
$2.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-6.98K- 7.31% |
$330K - $364K
|
88.5K
$4.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-7.2K- 49.94% |
$341K - $376K
|
7.22K
$368K
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-7.2K- 99.31% |
$341K - $376K
|
50
$2.55K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-7.25K- 4.05% |
$343K - $378K
|
172K
$8.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-7.32K- 4.69% |
$346K - $382K
|
149K
$7.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-7.51K- 33.27% |
$356K - $392K
|
15.1K
$768K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-7.53K- 22.37% |
$356K - $393K
|
26.1K
$1.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-7.58K- 1.54% |
$358K - $395K
|
485K
$24.7M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-7.62K- 11.25% |
$360K - $397K
|
60.1K
$3.06M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-7.63K- 2.02% |
$361K - $398K
|
370K
$18.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-7.64K- 3.61% |
$362K - $399K
|
204K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-7.66K- 4.0% |
$362K - $400K
|
184K
$9.37M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-8K- 21.21% |
$378K - $417K
|
29.7K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-8.14K- 25.12% |
$385K - $425K
|
24.3K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-8.41K- 27.35% |
$398K - $439K
|
22.3K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.49K- 22.32% |
$402K - $443K
|
29.5K
$1.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-8.51K- 8.08% |
$403K - $444K
|
96.8K
$4.93M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-8.89K- 6.07% |
$420K - $464K
|
137K
$7M
|