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 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
624+ 1.23% |
$27.4K - $32.7K
|
51.5K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
609+ 50.5% |
$26.7K - $31.9K
|
1.82K
$93.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
608+ 9.64% |
$26.7K - $31.8K
|
6.91K
$358K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
606+ 9.27% |
$26.6K - $31.7K
|
7.14K
$370K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
605+ 20.07% |
$26.6K - $31.7K
|
3.62K
$187K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
601+ 4.3% |
$26.4K - $31.5K
|
14.6K
$755K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
600+ 722.89% |
$26.4K - $31.4K
|
683
$35.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
596+ 3.37% |
$26.2K - $31.2K
|
18.3K
$945K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
590+ 6.58% |
$25.9K - $30.9K
|
9.56K
$495K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
590+ 7.98% |
$25.9K - $30.9K
|
7.98K
$413K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
585+ 0.76% |
$25.7K - $30.6K
|
77.6K
$4.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
583+ 1.79% |
$25.6K - $30.5K
|
33.1K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
581+ 0.98% |
$25.5K - $30.4K
|
59.8K
$3.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
576+ 8.72% |
$25.3K - $30.2K
|
7.18K
$372K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
573+ 1.21% |
$25.2K - $30K
|
47.9K
$2.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
563+ 2.11% |
$24.7K - $29.5K
|
27.3K
$1.41M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
556+ 35.12% |
$24.4K - $29.1K
|
2.14K
$111K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
548+ 0.52% |
$24.1K - $28.7K
|
107K
$5.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
547+ 2.32% |
$24K - $28.6K
|
24.2K
$1.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
544+ 7.46% |
$23.9K - $28.5K
|
7.83K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
523+ 6.18% |
$23K - $27.4K
|
8.99K
$465K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
504+ 2.79% |
$22.1K - $26.4K
|
18.6K
$963K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
480+ 0.46% |
$21.1K - $25.1K
|
104K
$5.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
477+ 2.8% |
$20.9K - $25K
|
17.5K
$907K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
473+ 1.4% |
$20.8K - $24.8K
|
34.3K
$1.77M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
467+ 0.88% |
$20.5K - $24.5K
|
53.5K
$2.77M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
467+ 69.08% |
$20.5K - $24.5K
|
1.14K
$59.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
466+ 1.09% |
$20.5K - $24.4K
|
43.1K
$2.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
460+ 0.79% |
$20.2K - $24.1K
|
58.9K
$3.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
460+ 10.04% |
$20.2K - $24.1K
|
5.04K
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
458+ 3.78% |
$20.1K - $24K
|
12.6K
$651K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
455+ 0.58% |
$20K - $23.8K
|
78.8K
$4.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
451+ 10.94% |
$19.8K - $23.6K
|
4.57K
$237K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
450+ 1.94% |
$19.8K - $23.6K
|
23.7K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
448+ 7.9% |
$19.7K - $23.5K
|
6.12K
$317K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
446+ 4.56% |
$19.6K - $23.4K
|
10.2K
$529K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
441+ 16.33% |
$19.4K - $23.1K
|
3.14K
$163K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
431+ 57.47% |
$18.9K - $22.6K
|
1.18K
$61.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
431New |
$18.9K - $22.6K
|
431
$22.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
421+ 1.34% |
$18.5K - $22K
|
31.9K
$1.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
420+ 8.67% |
$18.4K - $22K
|
5.26K
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
419+ 1.91% |
$18.4K - $21.9K
|
22.4K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
410+ 1.71% |
$18K - $21.5K
|
24.4K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
407+ 0.9% |
$17.9K - $21.3K
|
45.6K
$2.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
401New |
$17.6K - $21K
|
401
$20.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
400New |
$17.6K - $20.9K
|
400
$20.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
393+ 4.42% |
$17.3K - $20.6K
|
9.29K
$481K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
392+ 4.86% |
$17.2K - $20.5K
|
8.46K
$438K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
381+ 1.32% |
$16.7K - $20K
|
29.3K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
366+ 2.88% |
$16.1K - $19.2K
|
13.1K
$677K
|