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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.5KNew |
$65.9K - $78.6K
|
1.5K
$77.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.49K+ 13581.82% |
$65.6K - $78.2K
|
1.51K
$77.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.47K+ 1.34% |
$64.6K - $77K
|
111K
$5.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.47K+ 0.43% |
$64.5K - $76.9K
|
341K
$17.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.47K+ 35.59% |
$64.5K - $76.9K
|
5.59K
$289K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.45K+ 26.37% |
$63.7K - $75.9K
|
6.95K
$360K
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.41K+ 6.37% |
$61.8K - $73.7K
|
23.5K
$1.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
1.39K+ 5.88% |
$60.9K - $72.6K
|
25K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.39K+ 2.85% |
$60.8K - $72.5K
|
50K
$2.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.38K+ 3.59% |
$60.7K - $72.4K
|
39.9K
$2.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.38K+ 8.52% |
$60.7K - $72.3K
|
17.6K
$911K
|
|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.35K+ 0.68% |
$59.2K - $70.6K
|
200K
$10.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.33K+ 6.81% |
$58.2K - $69.4K
|
20.8K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.32K+ 6.51% |
$57.8K - $68.9K
|
21.5K
$1.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.3K+ 28.88% |
$57.1K - $68.1K
|
5.81K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.29K+ 2.8% |
$56.8K - $67.7K
|
47.4K
$2.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.29K+ 10.96% |
$56.5K - $67.4K
|
13K
$675K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.29K+ 3.0% |
$56.5K - $67.3K
|
44.2K
$2.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.28K+ 4.11% |
$56.3K - $67.1K
|
32.4K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.27K+ 6.76% |
$55.8K - $66.5K
|
20.1K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
1.27K+ 2.19% |
$55.6K - $66.4K
|
59.2K
$3.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.26K+ 7.39% |
$55.4K - $66.1K
|
18.3K
$949K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
1.26K+ 0.92% |
$55.3K - $66K
|
139K
$7.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.26K+ 2.36% |
$55.2K - $65.8K
|
54.5K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.26K+ 27.52% |
$55.1K - $65.7K
|
5.82K
$301K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.25K+ 6.14% |
$54.9K - $65.5K
|
21.6K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.25K+ 27.02% |
$54.7K - $65.2K
|
5.85K
$303K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.24K+ 8.45% |
$54.4K - $64.9K
|
15.9K
$823K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.21KNew |
$53.3K - $63.6K
|
1.21K
$62.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.21K+ 0.39% |
$53.3K - $63.5K
|
314K
$16.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.2K+ 24.55% |
$52.8K - $63K
|
6.1K
$316K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.2K+ 15.3% |
$52.7K - $62.8K
|
9.04K
$468K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.18K+ 16.84% |
$51.8K - $61.7K
|
8.18K
$423K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.17K+ 0.28% |
$51.3K - $61.2K
|
415K
$21.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.17K+ 5.65% |
$51.3K - $61.2K
|
21.8K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
1.15K+ 5.62% |
$50.4K - $60.1K
|
21.6K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
1.15K+ 0.72% |
$50.4K - $60.1K
|
160K
$8.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.13K+ 6.07% |
$49.6K - $59.2K
|
19.8K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.13K+ 0.98% |
$49.5K - $59.1K
|
116K
$6.01M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.11K+ 3.87% |
$48.9K - $58.3K
|
29.9K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.1K+ 6.45% |
$48.2K - $57.5K
|
18.1K
$939K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1.08K+ 7.45% |
$47.6K - $56.8K
|
15.6K
$809K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.08K+ 3.7% |
$47.4K - $56.6K
|
30.3K
$1.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.07K+ 24.45% |
$46.8K - $55.8K
|
5.42K
$281K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1K+ 6.2% |
$43.9K - $52.4K
|
17.1K
$886K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1K+ 4.68% |
$43.9K - $52.4K
|
22.4K
$1.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1K+ 6.31% |
$43.9K - $52.4K
|
16.9K
$873K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
993+ 8.23% |
$43.6K - $52K
|
13.1K
$676K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
985+ 2.09% |
$43.3K - $51.6K
|
48.2K
$2.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
968+ 45.92% |
$42.5K - $50.7K
|
3.08K
$159K
|