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 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-56.9K- 91.97% |
$2.69M - $2.97M
|
4.97K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-57.5K- 35.61% |
$2.72M - $3M
|
104K
$5.48M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-59K- 22.99% |
$2.79M - $3.08M
|
198K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-59.1K- 28.11% |
$2.8M - $3.08M
|
151K
$7.96M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-60.2K- 14.46% |
$2.85M - $3.14M
|
356K
$18.8M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-61.2K- 11.45% |
$2.9M - $3.19M
|
473K
$24.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-61.4K- 29.24% |
$2.91M - $3.21M
|
149K
$7.83M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-62.4K- 83.97% |
$2.95M - $3.25M
|
11.9K
$627K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-63.5K- 74.18% |
$3.01M - $3.31M
|
22.1K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-64K- 17.68% |
$3.03M - $3.34M
|
298K
$15.7M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-72.5K- 89.82% |
$3.43M - $3.79M
|
8.22K
$433K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-72.9K- 22.63% |
$3.45M - $3.81M
|
249K
$13.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-84.3K- 23.09% |
$3.99M - $4.4M
|
281K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-85.4K- 90.74% |
$4.04M - $4.46M
|
8.72K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-88.5K- 90.08% |
$4.19M - $4.62M
|
9.75K
$514K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-93.6K- 52.23% |
$4.43M - $4.88M
|
85.6K
$4.51M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-93.9K- 7.35% |
$4.44M - $4.9M
|
1.18M
$62.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-94.3K- 38.38% |
$4.46M - $4.92M
|
151K
$7.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-103K- 55.89% |
$4.88M - $5.39M
|
81.4K
$4.29M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-108K- 65.53% |
$5.09M - $5.61M
|
56.6K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-108K- 15.83% |
$5.12M - $5.65M
|
575K
$30.3M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-112K- 74.1% |
$5.31M - $5.85M
|
39.2K
$2.07M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-112K- 47.96% |
$5.31M - $5.86M
|
122K
$6.42M
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-115K- 80.18% |
$5.43M - $5.99M
|
28.4K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-126K- 8.36% |
$5.96M - $6.58M
|
1.38M
$72.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-126K- 93.03% |
$5.97M - $6.59M
|
9.45K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-127K- 45.38% |
$5.99M - $6.61M
|
152K
$8.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-146K- 32.63% |
$6.89M - $7.59M
|
300K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-162K- 31.52% |
$7.69M - $8.48M
|
353K
$18.6M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-174K- 97.21% |
$8.25M - $9.1M
|
5K
$263K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-175K- 79.43% |
$8.27M - $9.12M
|
45.3K
$2.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-187K- 94.16% |
$8.83M - $9.74M
|
11.6K
$610K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-197K- 98.77% |
$9.3M - $10.3M
|
2.45K
$129K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-204K- 1.98% |
$9.65M - $10.6M
|
10.1M
$533M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-208K- 77.15% |
$9.83M - $10.8M
|
61.5K
$3.24M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-225K- 18.72% |
$10.6M - $11.7M
|
976K
$51.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-228KClosed |
$10.8M - $11.9M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-239K- 93.12% |
$11.3M - $12.5M
|
17.7K
$930K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-257K- 19.93% |
$12.2M - $13.4M
|
1.03M
$54.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-263K- 2.73% |
$12.5M - $13.7M
|
9.38M
$494M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-268K- 78.85% |
$12.7M - $14M
|
72K
$3.79M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-269K- 22.17% |
$12.7M - $14M
|
944K
$49.7M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-288K- 95.85% |
$13.6M - $15M
|
12.5K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-314K- 13.14% |
$14.9M - $16.4M
|
2.08M
$109M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-338K- 51.76% |
$16M - $17.6M
|
315K
$16.6M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-346K- 4.18% |
$16.4M - $18.1M
|
7.93M
$418M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-363K- 11.5% |
$17.2M - $18.9M
|
2.79M
$147M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-364K- 83.01% |
$17.2M - $19M
|
74.5K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-370K- 60.78% |
$17.5M - $19.3M
|
239K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-371K- 23.36% |
$17.5M - $19.3M
|
1.22M
$64M
|