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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
105+ 1.41% |
$4.97K - $5.48K
|
7.54K
$352K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
103+ 0.13% |
$4.87K - $5.38K
|
82.2K
$3.83M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
85+ 1.06% |
$4.02K - $4.44K
|
8.11K
$378K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
80+ 0.47% |
$3.79K - $4.18K
|
16.9K
$790K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
77New |
$3.64K - $4.02K
|
77
$3.59K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
75New |
$3.55K - $3.91K
|
75
$3.5K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
72+ 1.29% |
$3.41K - $3.76K
|
5.67K
$265K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
58+ 0.35% |
$2.74K - $3.03K
|
16.5K
$771K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
53+ 1.14% |
$2.51K - $2.77K
|
4.7K
$219K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
BUY
|
- |
53+ 1.07% |
$2.51K - $2.77K
|
5.02K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
39+ 0.31% |
$1.85K - $2.04K
|
12.7K
$594K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
37+ 0.33% |
$1.75K - $1.93K
|
11.4K
$531K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
37+ 0.21% |
$1.75K - $1.93K
|
17.7K
$827K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
34+ 0.18% |
$1.61K - $1.77K
|
19.1K
$891K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
31+ 0.4% |
$1.47K - $1.62K
|
7.72K
$360K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
26+ 27.96% |
$1.23K - $1.36K
|
119
$5.55K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
23+ 0.08% |
$1.09K - $1.2K
|
29.4K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
16+ 0.34% |
$757 - $835
|
4.72K
$220K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
10+ 0.08% |
$473 - $522
|
13.1K
$609K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
10+ 0.09% |
$473 - $522
|
11.4K
$532K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.36% |
$331 - $365
|
1.98K
$92.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
5+ 0.54% |
$237 - $261
|
937
$43.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.39% |
$189 - $209
|
1.03K
$48K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3+ 0.03% |
$142 - $157
|
11.4K
$532K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
$94.6 - $104
|
2.6K
$121K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2+ 0.03% |
$94.6 - $104
|
5.74K
$268K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
2+ 0.15% |
$94.6 - $104
|
1.33K
$62K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1- 0.02% |
$47.3 - $52.2
|
4.16K
$194K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-2- 0.02% |
$94.6 - $104
|
8.8K
$411K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-3- 0.07% |
$142 - $157
|
4.39K
$205K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-6- 0.02% |
$284 - $313
|
27.7K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-11- 1.09% |
$521 - $574
|
1K
$46.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-14- 0.33% |
$662 - $731
|
4.28K
$200K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-26- 0.18% |
$1.23K - $1.36K
|
14.5K
$678K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-32- 0.14% |
$1.51K - $1.67K
|
22.9K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-38- 0.08% |
$1.8K - $1.98K
|
45.5K
$2.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-50- 0.31% |
$2.37K - $2.61K
|
15.8K
$739K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-52- 0.56% |
$2.46K - $2.71K
|
9.23K
$430K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-93- 1.21% |
$4.4K - $4.85K
|
7.62K
$356K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-99- 1.36% |
$4.68K - $5.17K
|
7.18K
$335K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-99- 8.04% |
$4.68K - $5.17K
|
1.13K
$52.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 3.35% |
$4.73K - $5.22K
|
2.89K
$135K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-100- 1.27% |
$4.73K - $5.22K
|
7.77K
$363K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-104- 21.27% |
$4.92K - $5.43K
|
385
$18K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-110- 0.85% |
$5.21K - $5.74K
|
12.8K
$597K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-127- 8.1% |
$6.01K - $6.63K
|
1.44K
$67.2K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-132- 2.45% |
$6.25K - $6.89K
|
5.25K
$245K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-163Closed |
$7.71K - $8.51K
|
0
$0
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-175- 1.21% |
$8.28K - $9.13K
|
14.3K
$666K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-192- 2.91% |
$9.09K - $10K
|
6.41K
$299K
|