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
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-18.8K- 53.11% |
$890K - $981K
|
16.6K
$846K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-19.1K- 27.53% |
$903K - $996K
|
50.2K
$2.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-19.5K- 18.43% |
$923K - $1.02M
|
86.3K
$4.4M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-20.8K- 3.49% |
$985K - $1.09M
|
576K
$29.3M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-21.5K- 17.54% |
$1.02M - $1.12M
|
101K
$5.14M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-21.6K- 7.69% |
$1.02M - $1.13M
|
260K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-22.1K- 15.45% |
$1.05M - $1.16M
|
121K
$6.17M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.7K- 5.32% |
$1.07M - $1.19M
|
405K
$20.6M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-22.8K- 50.02% |
$1.08M - $1.19M
|
22.8K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-22.9K- 16.94% |
$1.08M - $1.19M
|
112K
$5.71M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-23K- 10.94% |
$1.09M - $1.2M
|
187K
$9.54M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-23.1K- 7.92% |
$1.09M - $1.21M
|
269K
$13.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.2K- 26.94% |
$1.1M - $1.21M
|
62.8K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-23.3K- 12.77% |
$1.1M - $1.21M
|
159K
$8.1M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-23.5K- 14.26% |
$1.11M - $1.23M
|
141K
$7.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-24K- 21.14% |
$1.14M - $1.25M
|
89.5K
$4.56M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-24.6K- 80.82% |
$1.16M - $1.28M
|
5.83K
$297K
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-25.4K- 25.2% |
$1.2M - $1.33M
|
75.5K
$3.85M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-25.4K- 9.05% |
$1.2M - $1.33M
|
256K
$13M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-27.6K- 70.23% |
$1.31M - $1.44M
|
11.7K
$597K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-27.6K- 23.71% |
$1.31M - $1.44M
|
88.9K
$4.53M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-29K- 94.82% |
$1.37M - $1.51M
|
1.58K
$80.7K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-29.5K- 1.08% |
$1.39M - $1.54M
|
2.71M
$138M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-30.1K- 75.28% |
$1.42M - $1.57M
|
9.87K
$503K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-31.7K- 20.94% |
$1.5M - $1.65M
|
120K
$6.09M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-32K- 57.1% |
$1.51M - $1.67M
|
24K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-32.7K- 26.47% |
$1.55M - $1.71M
|
90.9K
$4.63M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35K- 94.92% |
$1.66M - $1.83M
|
1.87K
$95.4K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-36.9K- 7.36% |
$1.75M - $1.93M
|
465K
$23.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-37.5K- 14.29% |
$1.78M - $1.96M
|
225K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-37.8K- 50.0% |
$1.79M - $1.97M
|
37.8K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-43.9K- 25.97% |
$2.08M - $2.29M
|
125K
$6.38M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-44.1K- 93.68% |
$2.09M - $2.3M
|
2.97K
$151K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-44.5K- 3.1% |
$2.11M - $2.33M
|
1.39M
$70.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-45.1K- 70.71% |
$2.13M - $2.35M
|
18.7K
$951K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-45.7K- 28.74% |
$2.16M - $2.38M
|
113K
$5.77M
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-47.5K- 13.34% |
$2.25M - $2.48M
|
309K
$15.7M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-50.9K- 20.91% |
$2.41M - $2.66M
|
192K
$9.81M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-52.5K- 20.5% |
$2.48M - $2.74M
|
204K
$10.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-54.1K- 75.1% |
$2.56M - $2.82M
|
17.9K
$914K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-54.9K- 14.29% |
$2.6M - $2.87M
|
330K
$16.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-56.9K- 38.71% |
$2.69M - $2.97M
|
90K
$4.59M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-56.9K- 91.97% |
$2.69M - $2.97M
|
4.97K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-57.5K- 35.61% |
$2.72M - $3M
|
104K
$5.3M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-59K- 22.99% |
$2.79M - $3.08M
|
198K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-59.1K- 28.11% |
$2.8M - $3.08M
|
151K
$7.7M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-60.2K- 14.46% |
$2.85M - $3.14M
|
356K
$18.2M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-61.2K- 11.45% |
$2.9M - $3.19M
|
473K
$24.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-61.4K- 29.24% |
$2.91M - $3.21M
|
149K
$7.57M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-62.4K- 83.97% |
$2.95M - $3.25M
|
11.9K
$607K
|