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
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
11.4KNew |
$541K - $597K
|
11.4K
$583K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
11.4K+ 151.31% |
$540K - $596K
|
19K
$966K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
11.4KNew |
$539K - $595K
|
11.4K
$581K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
11.3K+ 27.12% |
$535K - $590K
|
53K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
11.3K+ 101.56% |
$535K - $590K
|
22.4K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
11.1K+ 16.68% |
$527K - $581K
|
77.8K
$3.97M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11K+ 27.52% |
$521K - $575K
|
51K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
11K+ 19.32% |
$519K - $572K
|
67.7K
$3.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
10.9KNew |
$517K - $570K
|
10.9K
$557K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
10.9KNew |
$517K - $570K
|
10.9K
$556K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.8K+ 22.48% |
$509K - $561K
|
58.6K
$2.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 20.62% |
$499K - $550K
|
61.6K
$3.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 12.92% |
$497K - $548K
|
91.8K
$4.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
10.5K+ 4.39% |
$497K - $548K
|
250K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
10.5KNew |
$495K - $546K
|
10.5K
$534K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
10.4K+ 13.05% |
$494K - $544K
|
90.4K
$4.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
10.4K+ 32.22% |
$492K - $542K
|
42.6K
$2.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
10.1K+ 7.89% |
$480K - $529K
|
139K
$7.06M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
10.1K+ 35.11% |
$479K - $528K
|
38.9K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.1K+ 97.03% |
$477K - $527K
|
20.5K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
10.1K+ 21.8% |
$477K - $526K
|
56.3K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.93K+ 10.98% |
$470K - $518K
|
100K
$5.12M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.86K+ 5.61% |
$467K - $515K
|
186K
$9.47M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
9.82K+ 10.2% |
$464K - $512K
|
106K
$5.4M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
9.79KNew |
$463K - $511K
|
9.79K
$499K
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
9.77K+ 3.18% |
$462K - $510K
|
317K
$16.1M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
9.62K+ 2.38% |
$455K - $502K
|
414K
$21.1M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
9.51K+ 2.15% |
$450K - $496K
|
451K
$23M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
9.51K+ 17.62% |
$450K - $496K
|
63.4K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
9.48K+ 2.45% |
$449K - $495K
|
397K
$20.2M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.48K+ 24.99% |
$449K - $495K
|
47.4K
$2.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
9.46KNew |
$448K - $494K
|
9.46K
$482K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.4K+ 101.92% |
$445K - $491K
|
18.6K
$949K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9.34KNew |
$442K - $488K
|
9.34K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
8.97K+ 15.67% |
$424K - $468K
|
66.2K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
8.96KNew |
$424K - $468K
|
8.96K
$457K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.85K+ 38.79% |
$419K - $462K
|
31.7K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
8.84K+ 12.2% |
$418K - $461K
|
81.3K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
8.77K+ 54.55% |
$415K - $458K
|
24.8K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
8.76K+ 7.25% |
$415K - $457K
|
130K
$6.61M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.75K+ 9.6% |
$414K - $457K
|
100K
$5.09M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
8.7K+ 7.89% |
$412K - $454K
|
119K
$6.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.61K+ 107612.5% |
$407K - $449K
|
8.62K
$439K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
8.59K+ 284.06% |
$406K - $448K
|
11.6K
$592K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.58KNew |
$406K - $448K
|
8.58K
$437K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
8.48K+ 28.06% |
$401K - $443K
|
38.7K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
8.37K+ 12.44% |
$396K - $437K
|
75.6K
$3.85M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.37K+ 19.37% |
$396K - $437K
|
51.6K
$2.63M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
8.36K+ 24.23% |
$396K - $436K
|
42.9K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.34K+ 8.73% |
$395K - $435K
|
104K
$5.29M
|