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 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35K- 94.92% |
$1.66M - $1.83M
|
1.87K
$96.9K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-36.9K- 7.36% |
$1.75M - $1.93M
|
465K
$24M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-37.5K- 14.29% |
$1.78M - $1.96M
|
225K
$11.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-37.8K- 50.0% |
$1.79M - $1.97M
|
37.8K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-43.9K- 25.97% |
$2.08M - $2.29M
|
125K
$6.48M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-44.1K- 93.68% |
$2.09M - $2.3M
|
2.97K
$154K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-44.5K- 3.1% |
$2.11M - $2.33M
|
1.39M
$72M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-45.1K- 70.71% |
$2.13M - $2.35M
|
18.7K
$966K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-45.7K- 28.74% |
$2.16M - $2.38M
|
113K
$5.86M
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-47.5K- 13.34% |
$2.25M - $2.48M
|
309K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-50.9K- 20.91% |
$2.41M - $2.66M
|
192K
$9.96M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-52.5K- 20.5% |
$2.48M - $2.74M
|
204K
$10.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-54.1K- 75.1% |
$2.56M - $2.82M
|
17.9K
$928K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-54.9K- 14.29% |
$2.6M - $2.87M
|
330K
$17.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-56.9K- 38.71% |
$2.69M - $2.97M
|
90K
$4.66M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-56.9K- 91.97% |
$2.69M - $2.97M
|
4.97K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-57.5K- 35.61% |
$2.72M - $3M
|
104K
$5.38M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-59K- 22.99% |
$2.79M - $3.08M
|
198K
$10.2M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-59.1K- 28.11% |
$2.8M - $3.08M
|
151K
$7.82M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-60.2K- 14.46% |
$2.85M - $3.14M
|
356K
$18.4M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-61.2K- 11.45% |
$2.9M - $3.19M
|
473K
$24.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-61.4K- 29.24% |
$2.91M - $3.21M
|
149K
$7.69M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-62.4K- 83.97% |
$2.95M - $3.25M
|
11.9K
$616K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-63.5K- 74.18% |
$3.01M - $3.31M
|
22.1K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-64K- 17.68% |
$3.03M - $3.34M
|
298K
$15.4M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-72.5K- 89.82% |
$3.43M - $3.79M
|
8.22K
$426K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-72.9K- 22.63% |
$3.45M - $3.81M
|
249K
$12.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-84.3K- 23.09% |
$3.99M - $4.4M
|
281K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-85.4K- 90.74% |
$4.04M - $4.46M
|
8.72K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-88.5K- 90.08% |
$4.19M - $4.62M
|
9.75K
$505K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-93.6K- 52.23% |
$4.43M - $4.88M
|
85.6K
$4.43M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-93.9K- 7.35% |
$4.44M - $4.9M
|
1.18M
$61.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-94.3K- 38.38% |
$4.46M - $4.92M
|
151K
$7.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-103K- 55.89% |
$4.88M - $5.39M
|
81.4K
$4.21M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-108K- 65.53% |
$5.09M - $5.61M
|
56.6K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-108K- 15.83% |
$5.12M - $5.65M
|
575K
$29.8M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-112K- 74.1% |
$5.31M - $5.85M
|
39.2K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-112K- 47.96% |
$5.31M - $5.86M
|
122K
$6.3M
|
|
|
May 13, 2025
Q1 2025
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-115K- 80.18% |
$5.43M - $5.99M
|
28.4K
$1.47M
|
|
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-121K- 59.0% |
$5.74M - $6.34M
|
84.4K
$4.37M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-126K- 8.36% |
$5.96M - $6.58M
|
1.38M
$71.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-126K- 93.03% |
$5.97M - $6.59M
|
9.45K
$489K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-127K- 45.38% |
$5.99M - $6.61M
|
152K
$7.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-146K- 32.63% |
$6.89M - $7.59M
|
300K
$15.5M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-162K- 31.52% |
$7.69M - $8.48M
|
353K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-174K- 97.21% |
$8.25M - $9.1M
|
5K
$259K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-175K- 79.43% |
$8.27M - $9.12M
|
45.3K
$2.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-187K- 94.16% |
$8.83M - $9.74M
|
11.6K
$599K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-197K- 98.77% |
$9.3M - $10.3M
|
2.45K
$127K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
SELL
|
- |
-204K- 1.98% |
$9.65M - $10.6M
|
10.1M
$523M
|