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 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-10.3K- 18.25% |
$451K - $537K
|
46K
$2.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-10.7K- 50.14% |
$468K - $559K
|
10.6K
$559K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11.3K- 2.32% |
$494K - $589K
|
474K
$25M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.5K- 12.52% |
$505K - $602K
|
80.3K
$4.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11.8K- 19.53% |
$519K - $619K
|
48.7K
$2.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-11.9K- 13.48% |
$524K - $625K
|
76.5K
$4.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-12.4K- 1.59% |
$545K - $650K
|
768K
$40.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-13.9K- 4.73% |
$611K - $729K
|
280K
$14.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-14.3K- 69.74% |
$628K - $749K
|
6.2K
$327K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-14.5K- 7.56% |
$639K - $761K
|
178K
$9.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-15K- 25.69% |
$659K - $786K
|
43.4K
$2.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15.1K- 99.99% |
$662K - $789K
|
2
$105
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15.7K- 20.03% |
$689K - $822K
|
62.6K
$3.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-16K- 63.26% |
$703K - $838K
|
9.29K
$490K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-16.2K- 5.89% |
$710K - $846K
|
258K
$13.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-16.8K- 17.24% |
$736K - $878K
|
80.5K
$4.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-17K- 22.23% |
$746K - $889K
|
59.4K
$3.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.3K- 27.56% |
$760K - $906K
|
45.5K
$2.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-18.2K- 20.2% |
$799K - $952K
|
71.8K
$3.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-18.3K- 88.49% |
$804K - $958K
|
2.38K
$125K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-18.9K- 79.35% |
$829K - $989K
|
4.91K
$259K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-21.1K- 54.38% |
$925K - $1.1M
|
17.7K
$931K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-22.8K- 30.6% |
$1M - $1.19M
|
51.7K
$2.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23.2K- 37.61% |
$1.02M - $1.21M
|
38.4K
$2.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-23.7K- 9.63% |
$1.04M - $1.24M
|
223K
$11.7M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-24.8K- 19.68% |
$1.09M - $1.3M
|
101K
$5.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-27.3K- 46.46% |
$1.2M - $1.43M
|
31.4K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-27.6K- 4.84% |
$1.21M - $1.44M
|
543K
$28.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-28.8K- 52.67% |
$1.26M - $1.51M
|
25.9K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-29.2K- 40.87% |
$1.28M - $1.53M
|
42.3K
$2.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-30.4K- 57.45% |
$1.34M - $1.59M
|
22.5K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-31.3K- 80.79% |
$1.37M - $1.64M
|
7.43K
$391K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-33.4K- 29.74% |
$1.47M - $1.75M
|
79K
$4.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-33.7K- 5.78% |
$1.48M - $1.77M
|
549K
$28.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-34.9K- 0.35% |
$1.53M - $1.83M
|
10.1M
$531M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-38.6K- 32.46% |
$1.7M - $2.02M
|
80.3K
$4.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-38.7K- 15.15% |
$1.7M - $2.03M
|
217K
$11.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-40.9K- 72.27% |
$1.8M - $2.14M
|
15.7K
$826K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-41K- 35.23% |
$1.8M - $2.15M
|
75.4K
$3.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-42.4K- 13.16% |
$1.86M - $2.22M
|
280K
$14.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-42.9K- 64.8% |
$1.89M - $2.25M
|
23.3K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-44.8K- 11.81% |
$1.97M - $2.35M
|
334K
$17.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-45.3K- 32.13% |
$1.99M - $2.37M
|
95.6K
$5.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-47.3K- 80.1% |
$2.08M - $2.48M
|
11.7K
$619K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-50.5K- 30.73% |
$2.22M - $2.65M
|
114K
$6M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-52.2K- 84.61% |
$2.29M - $2.73M
|
9.49K
$500K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-58K- 35.46% |
$2.55M - $3.04M
|
106K
$5.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-68.8K- 19.07% |
$3.02M - $3.6M
|
292K
$15.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-82.3K- 14.96% |
$3.62M - $4.31M
|
468K
$24.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-83.6K- 9.35% |
$3.67M - $4.38M
|
810K
$42.7M
|