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 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-13.6K- 18.4% |
$644K - $710K
|
60.3K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.7K- 16.53% |
$650K - $717K
|
69.3K
$3.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-14.8K- 91.44% |
$698K - $770K
|
1.38K
$71.5K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-14.8KClosed |
$700K - $772K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-14.9K- 22.15% |
$706K - $779K
|
52.5K
$2.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-15K- 1.91% |
$707K - $780K
|
766K
$39.6M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-15.1K- 2.11% |
$715K - $789K
|
703K
$36.4M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15.2K- 9.46% |
$719K - $793K
|
145K
$7.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-16K- 69.54% |
$757K - $835K
|
7.01K
$363K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-16.1K- 13.18% |
$762K - $840K
|
106K
$5.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-16.3K- 77.99% |
$771K - $850K
|
4.6K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-16.6K- 1.57% |
$784K - $865K
|
1.04M
$53.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-16.7K- 7.02% |
$788K - $869K
|
221K
$11.4M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-16.7K- 5.39% |
$790K - $872K
|
293K
$15.2M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-16.9K- 34.92% |
$800K - $883K
|
31.5K
$1.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-16.9K- 58.9% |
$801K - $883K
|
11.8K
$611K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-17.1K- 14.63% |
$809K - $892K
|
99.7K
$5.16M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-17.2K- 12.11% |
$812K - $896K
|
125K
$6.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.2K- 23.68% |
$815K - $899K
|
55.5K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-17.7K- 33.84% |
$839K - $926K
|
34.7K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-18K- 9.89% |
$850K - $938K
|
164K
$8.47M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-18.3K- 32.51% |
$864K - $953K
|
37.9K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-18.8K- 53.11% |
$890K - $981K
|
16.6K
$859K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-19.1K- 27.53% |
$903K - $996K
|
50.2K
$2.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-19.5K- 18.43% |
$923K - $1.02M
|
86.3K
$4.47M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-20.8K- 3.49% |
$985K - $1.09M
|
576K
$29.8M
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-21.2K- 14.28% |
$1M - $1.11M
|
127K
$6.59M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-21.5K- 17.54% |
$1.02M - $1.12M
|
101K
$5.22M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-21.6K- 7.69% |
$1.02M - $1.13M
|
260K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-22.1K- 15.45% |
$1.05M - $1.16M
|
121K
$6.27M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.7K- 5.32% |
$1.07M - $1.19M
|
405K
$20.9M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-22.8K- 50.02% |
$1.08M - $1.19M
|
22.8K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-22.9K- 16.94% |
$1.08M - $1.19M
|
112K
$5.8M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-23K- 10.94% |
$1.09M - $1.2M
|
187K
$9.69M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-23.1K- 7.92% |
$1.09M - $1.21M
|
269K
$13.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.2K- 26.94% |
$1.1M - $1.21M
|
62.8K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-23.3K- 12.77% |
$1.1M - $1.21M
|
159K
$8.22M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-23.5K- 14.26% |
$1.11M - $1.23M
|
141K
$7.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-24K- 21.14% |
$1.14M - $1.25M
|
89.5K
$4.63M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-24.6K- 80.82% |
$1.16M - $1.28M
|
5.83K
$302K
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-25.4K- 25.2% |
$1.2M - $1.33M
|
75.5K
$3.91M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-25.4K- 9.05% |
$1.2M - $1.33M
|
256K
$13.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-27.6K- 70.23% |
$1.31M - $1.44M
|
11.7K
$606K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-27.6K- 23.71% |
$1.31M - $1.44M
|
88.9K
$4.6M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-29K- 94.82% |
$1.37M - $1.51M
|
1.58K
$81.9K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-29.5K- 1.08% |
$1.39M - $1.54M
|
2.71M
$140M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-30.1K- 75.28% |
$1.42M - $1.57M
|
9.87K
$511K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-31.7K- 20.94% |
$1.5M - $1.65M
|
120K
$6.19M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-32K- 57.1% |
$1.51M - $1.67M
|
24K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-32.7K- 26.47% |
$1.55M - $1.71M
|
90.9K
$4.71M
|