Purchases and Sales Made in Q2 2025 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
229M+ 585941.94% |
$10B - $12B
|
229M
$12B
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
2.76MNew |
$121M - $144M
|
2.76M
$145M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1MNew |
$44M - $52.5M
|
1M
$52.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
402K+ 2856.69% |
$17.7M - $21.1M
|
416K
$21.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
400K+ 328.12% |
$17.6M - $20.9M
|
521K
$27.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
344KNew |
$15.1M - $18M
|
344K
$18.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
180K+ 360234.0% |
$7.91M - $9.43M
|
180K
$9.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
164K+ 58.46% |
$7.21M - $8.6M
|
445K
$23.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
116K+ 192.66% |
$5.08M - $6.05M
|
176K
$9.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
86.7K+ 56.9% |
$3.81M - $4.54M
|
239K
$12.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
82.6K+ 13.38% |
$3.63M - $4.33M
|
700K
$36.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
72.8K+ 900.76% |
$3.2M - $3.81M
|
80.8K
$4.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
71.3K+ 205.65% |
$3.13M - $3.74M
|
106K
$5.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
69.7K+ 65.73% |
$3.06M - $3.65M
|
176K
$9.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
65.8KNew |
$2.89M - $3.45M
|
65.8K
$3.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
56.2KNew |
$2.47M - $2.94M
|
56.2K
$2.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
51.5K+ 100.25% |
$2.26M - $2.7M
|
103K
$5.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
48.1K+ 35.17% |
$2.11M - $2.52M
|
185K
$9.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
47.4KNew |
$2.08M - $2.48M
|
47.4K
$2.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
47K+ 17.38% |
$2.07M - $2.46M
|
318K
$16.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
42.6KNew |
$1.87M - $2.23M
|
42.6K
$2.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
38K+ 1.99% |
$1.67M - $1.99M
|
1.95M
$103M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
34.7K+ 46.1% |
$1.52M - $1.82M
|
110K
$5.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
32.7KNew |
$1.44M - $1.71M
|
32.7K
$1.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
30.9KNew |
$1.36M - $1.62M
|
30.9K
$1.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
30.5K+ 154.84% |
$1.34M - $1.6M
|
50.2K
$2.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
29.8K+ 4.72% |
$1.31M - $1.56M
|
661K
$34.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
29.6K+ 3.67% |
$1.3M - $1.55M
|
835K
$44M
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
28.6K+ 5.74% |
$1.25M - $1.5M
|
526K
$27.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
28K+ 13.62% |
$1.23M - $1.46M
|
233K
$12.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
25.7K+ 12.16% |
$1.13M - $1.35M
|
237K
$12.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
25.3K+ 6.01% |
$1.11M - $1.32M
|
446K
$23.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
25.1KNew |
$1.1M - $1.31M
|
25.1K
$1.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
24.5KNew |
$1.08M - $1.28M
|
24.5K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
22.7K+ 68.67% |
$998K - $1.19M
|
55.8K
$2.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.8K+ 6.18% |
$957K - $1.14M
|
374K
$19.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
20.5K+ 109.83% |
$900K - $1.07M
|
39.2K
$2.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
20.1K+ 72.77% |
$881K - $1.05M
|
47.6K
$2.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
20KNew |
$877K - $1.05M
|
20K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
19.5K+ 37.18% |
$858K - $1.02M
|
72.1K
$3.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
19.3K+ 387.45% |
$846K - $1.01M
|
24.2K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
17.6K+ 3.91% |
$773K - $922K
|
467K
$24.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.5K+ 21.38% |
$679K - $810K
|
87.8K
$4.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
14.1K+ 128.57% |
$618K - $737K
|
25K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
13.7KNew |
$601K - $716K
|
13.7K
$721K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
12.9K+ 3.46% |
$566K - $675K
|
385K
$20.3M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.9K+ 16.59% |
$565K - $674K
|
90.4K
$4.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
12.4KNew |
$545K - $650K
|
12.4K
$654K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
12.2K+ 143.48% |
$536K - $639K
|
20.7K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
11.5K+ 39.18% |
$504K - $601K
|
40.8K
$2.15M
|