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 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
8.34K+ 7.34% |
$395K - $435K
|
122K
$6.22M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
8.22K+ 22.35% |
$389K - $429K
|
45K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
8.16K+ 4.28% |
$386K - $426K
|
199K
$10.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
8.13K+ 56.78% |
$384K - $424K
|
22.4K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
8.06K+ 256.28% |
$381K - $421K
|
11.2K
$571K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
8.03KNew |
$380K - $419K
|
8.03K
$409K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8K+ 10.8% |
$379K - $418K
|
82.1K
$4.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.89K+ 9.99% |
$373K - $412K
|
86.8K
$4.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.77K+ 7.18% |
$368K - $406K
|
116K
$5.91M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
7.66K+ 11.88% |
$362K - $400K
|
72.1K
$3.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
7.64K+ 6.46% |
$361K - $399K
|
126K
$6.42M
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
7.58KNew |
$359K - $396K
|
7.58K
$386K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.46K+ 14.73% |
$353K - $389K
|
58.1K
$2.96M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.39K+ 36.31% |
$350K - $386K
|
27.7K
$1.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.39K+ 6.05% |
$350K - $386K
|
130K
$6.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7.35K+ 153.85% |
$348K - $383K
|
12.1K
$618K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.33K+ 4.45% |
$347K - $383K
|
172K
$8.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.32K+ 2.99% |
$346K - $382K
|
252K
$12.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
7.26K+ 104.94% |
$344K - $379K
|
14.2K
$723K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.25KNew |
$343K - $378K
|
7.25K
$369K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.24K+ 15.86% |
$343K - $378K
|
52.9K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.23K+ 6.02% |
$342K - $377K
|
127K
$6.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
7.2KNew |
$341K - $376K
|
7.2K
$367K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
7.2K+ 128.11% |
$341K - $376K
|
12.8K
$653K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
7.13KNew |
$337K - $372K
|
7.13K
$363K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.01K+ 46.17% |
$332K - $366K
|
22.2K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
7KNew |
$331K - $365K
|
7K
$357K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7K+ 75.62% |
$331K - $365K
|
16.3K
$828K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.96K+ 6.12% |
$329K - $363K
|
121K
$6.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
6.94K+ 9.56% |
$328K - $362K
|
79.5K
$4.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
6.9K+ 6.64% |
$326K - $360K
|
111K
$5.65M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.85K+ 32.33% |
$324K - $357K
|
28K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
6.83K+ 19.24% |
$323K - $356K
|
42.3K
$2.16M
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
6.78KNew |
$321K - $354K
|
6.78K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.76K+ 4.6% |
$320K - $353K
|
154K
$7.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
6.74K+ 12.98% |
$319K - $352K
|
58.7K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.71K+ 58.85% |
$318K - $350K
|
18.1K
$923K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.7KNew |
$317K - $350K
|
6.7K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.68KNew |
$316K - $349K
|
6.68K
$340K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
6.62K+ 19.36% |
$313K - $346K
|
40.8K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
6.6KNew |
$312K - $345K
|
6.6K
$336K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6.5K+ 39.6% |
$308K - $339K
|
22.9K
$1.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
6.43K+ 22.62% |
$304K - $335K
|
34.8K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.41K+ 18.2% |
$303K - $334K
|
41.6K
$2.12M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.41K+ 69.54% |
$303K - $334K
|
15.6K
$796K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
6.34K+ 69.05% |
$300K - $331K
|
15.5K
$791K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.31K+ 14.72% |
$299K - $329K
|
49.2K
$2.51M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
6.3K+ 41.01% |
$298K - $329K
|
21.7K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
6.27KNew |
$297K - $327K
|
6.27K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
6.27K+ 1106.89% |
$296K - $327K
|
6.83K
$348K
|