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
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
966+ 52.9% |
$42.4K - $50.6K
|
2.79K
$145K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
959+ 8.0% |
$42.1K - $50.2K
|
12.9K
$670K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
959+ 2.73% |
$42.1K - $50.2K
|
36.1K
$1.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
945+ 3.38% |
$41.5K - $49.5K
|
28.9K
$1.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
944+ 13.19% |
$41.5K - $49.4K
|
8.1K
$419K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
941New |
$41.3K - $49.3K
|
941
$48.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
939+ 0.38% |
$41.2K - $49.2K
|
250K
$12.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
933+ 4.27% |
$41K - $48.9K
|
22.8K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
915+ 0.94% |
$40.2K - $47.9K
|
97.8K
$5.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
909+ 2.37% |
$39.9K - $47.6K
|
39.2K
$2.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
909+ 3.28% |
$39.9K - $47.6K
|
28.6K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
885+ 7.15% |
$38.9K - $46.3K
|
13.3K
$686K
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
880+ 1.98% |
$38.6K - $46.1K
|
45.4K
$2.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
874+ 6.85% |
$38.4K - $45.8K
|
13.6K
$706K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
874+ 21.47% |
$38.4K - $45.8K
|
4.95K
$256K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
865+ 20.56% |
$38K - $45.3K
|
5.07K
$263K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
865+ 17.26% |
$38K - $45.3K
|
5.88K
$304K
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
856+ 2.58% |
$37.6K - $44.8K
|
34.1K
$1.76M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
854+ 1.54% |
$37.5K - $44.7K
|
56.2K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
836+ 0.21% |
$36.7K - $43.8K
|
398K
$20.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
813+ 1.1% |
$35.7K - $42.6K
|
74.5K
$3.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
811+ 8.79% |
$35.6K - $42.5K
|
10K
$520K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
808+ 0.52% |
$35.5K - $42.3K
|
156K
$8.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
808+ 10.49% |
$35.5K - $42.3K
|
8.51K
$440K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
803+ 23.04% |
$35.3K - $42.1K
|
4.29K
$222K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
800+ 19.56% |
$35.1K - $41.9K
|
4.89K
$253K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
798+ 2.87% |
$35K - $41.8K
|
28.6K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
777+ 14.89% |
$34.1K - $40.7K
|
6K
$310K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
764+ 8.2% |
$33.6K - $40K
|
10.1K
$522K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
752+ 8.73% |
$33K - $39.4K
|
9.37K
$485K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
750+ 35.23% |
$32.9K - $39.3K
|
2.88K
$149K
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
744+ 7.21% |
$32.7K - $39K
|
11.1K
$573K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
743+ 5.15% |
$32.6K - $38.9K
|
15.2K
$786K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
736+ 6.19% |
$32.3K - $38.5K
|
12.6K
$653K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
728+ 15.02% |
$32K - $38.1K
|
5.58K
$289K
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
703+ 2.24% |
$30.9K - $36.8K
|
32.1K
$1.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
698+ 3.17% |
$30.7K - $36.6K
|
22.7K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
693+ 2.77% |
$30.4K - $36.3K
|
25.7K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
686+ 1.62% |
$30.1K - $35.9K
|
43.1K
$2.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
665+ 6.21% |
$29.2K - $34.8K
|
11.4K
$589K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
660+ 8.0% |
$29K - $34.6K
|
8.91K
$461K
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
657+ 2.61% |
$28.9K - $34.4K
|
25.8K
$1.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
653+ 5.09% |
$28.7K - $34.2K
|
13.5K
$697K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
650+ 4.04% |
$28.5K - $34K
|
16.7K
$866K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
648New |
$28.5K - $33.9K
|
648
$33.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
646+ 29.59% |
$28.4K - $33.8K
|
2.83K
$146K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
637+ 5.71% |
$28K - $33.4K
|
11.8K
$610K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
632+ 3.49% |
$27.8K - $33.1K
|
18.7K
$969K
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
BUY
|
- |
630+ 2.23% |
$27.7K - $33K
|
28.9K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
625+ 0.87% |
$27.5K - $32.7K
|
72.7K
$3.76M
|