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 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.22K+ 68.39% |
$294K - $324K
|
15.3K
$780K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.21K+ 1.75% |
$294K - $324K
|
361K
$18.4M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.17K+ 43.76% |
$292K - $322K
|
20.3K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6.14KNew |
$291K - $320K
|
6.14K
$313K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.13K+ 8.58% |
$290K - $320K
|
77.6K
$3.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
6KNew |
$284K - $313K
|
6K
$306K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.99K+ 5.42% |
$283K - $312K
|
116K
$5.93M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.95K+ 2.74% |
$281K - $310K
|
223K
$11.4M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.87K+ 50.8% |
$278K - $306K
|
17.4K
$888K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
5.86K+ 13.52% |
$277K - $306K
|
49.2K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
5.81K+ 3.12% |
$275K - $303K
|
192K
$9.8M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
5.78KNew |
$274K - $302K
|
5.78K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
5.75K+ 12.73% |
$272K - $300K
|
50.9K
$2.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
5.74K+ 3.99% |
$271K - $299K
|
149K
$7.62M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
5.73K+ 18.34% |
$271K - $299K
|
37K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.69K+ 2.94% |
$269K - $297K
|
199K
$10.2M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5.68K+ 7.5% |
$269K - $296K
|
81.4K
$4.15M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.61KNew |
$266K - $293K
|
5.61K
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
5.59K+ 86.22% |
$264K - $292K
|
12.1K
$615K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
5.53K+ 32.56% |
$262K - $289K
|
22.5K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
5.49K+ 32.75% |
$260K - $286K
|
22.2K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
5.48K+ 160.67% |
$259K - $286K
|
8.89K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.46KNew |
$259K - $285K
|
5.46K
$278K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.41K+ 17.08% |
$256K - $282K
|
37.1K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.37K+ 1.74% |
$254K - $280K
|
313K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5.36K+ 135.63% |
$254K - $280K
|
9.32K
$475K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
5.36KNew |
$254K - $280K
|
5.36K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.36K+ 3.76% |
$253K - $279K
|
148K
$7.53M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
5.35K+ 8.68% |
$253K - $279K
|
67K
$3.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.34KNew |
$253K - $279K
|
5.34K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.33KNew |
$252K - $278K
|
5.33K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
5.31K+ 115.16% |
$251K - $277K
|
9.92K
$506K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.28K+ 12.34% |
$250K - $276K
|
48.1K
$2.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5.26KNew |
$249K - $275K
|
5.26K
$268K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
5.25K+ 104.42% |
$248K - $274K
|
10.3K
$523K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.12K+ 5.78% |
$242K - $267K
|
93.7K
$4.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
5.08K+ 7.65% |
$241K - $265K
|
71.5K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5.08K+ 2032.4% |
$240K - $265K
|
5.33K
$272K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.04K+ 9.06% |
$238K - $263K
|
60.6K
$3.09M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
5.02KNew |
$238K - $262K
|
5.02K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
5.01KNew |
$237K - $261K
|
5.01K
$255K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.95KNew |
$234K - $258K
|
4.95K
$252K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
4.93KNew |
$233K - $257K
|
4.93K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.92K+ 31.19% |
$233K - $257K
|
20.7K
$1.05M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4.91K+ 26.97% |
$232K - $256K
|
23.1K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.9KNew |
$232K - $256K
|
4.9K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
4.85KNew |
$229K - $253K
|
4.85K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
4.82K+ 2.93% |
$228K - $252K
|
169K
$8.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
4.81K+ 6.54% |
$228K - $251K
|
78.4K
$4M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
4.8KNew |
$227K - $251K
|
4.8K
$245K
|