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 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
150+ 7.18% |
$6.59K - $7.86K
|
2.24K
$116K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
145+ 2.44% |
$6.37K - $7.59K
|
6.09K
$315K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
142+ 3.01% |
$6.24K - $7.44K
|
4.86K
$251K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
141+ 30.32% |
$6.19K - $7.38K
|
606
$31.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
141New |
$6.19K - $7.38K
|
141
$7.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
140+ 0.4% |
$6.15K - $7.33K
|
35.5K
$1.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
137+ 1.46% |
$6.02K - $7.17K
|
9.51K
$492K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
133+ 1.35% |
$5.84K - $6.97K
|
9.96K
$516K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
132+ 0.85% |
$5.8K - $6.91K
|
15.7K
$815K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
131+ 2.66% |
$5.75K - $6.86K
|
5.06K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
131+ 0.73% |
$5.75K - $6.86K
|
18.1K
$935K
|
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
117+ 0.47% |
$5.14K - $6.13K
|
24.8K
$1.28M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
115New |
$5.05K - $6.02K
|
115
$5.95K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
110+ 1.88% |
$4.83K - $5.76K
|
5.98K
$309K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
109New |
$4.79K - $5.71K
|
109
$5.64K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
108+ 0.58% |
$4.74K - $5.66K
|
18.6K
$962K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
107+ 0.24% |
$4.7K - $5.6K
|
44.7K
$2.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
101+ 2.4% |
$4.44K - $5.29K
|
4.3K
$223K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
101New |
$4.44K - $5.29K
|
101
$5.23K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
100+ 1.67% |
$4.39K - $5.24K
|
6.09K
$315K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
100+ 0.3% |
$4.39K - $5.24K
|
33.5K
$1.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
99+ 1.29% |
$4.35K - $5.18K
|
7.8K
$404K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
98+ 1.7% |
$4.3K - $5.13K
|
5.88K
$304K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
98+ 0.47% |
$4.3K - $5.13K
|
20.9K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
97+ 0.63% |
$4.26K - $5.08K
|
15.5K
$802K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
95+ 0.05% |
$4.17K - $4.98K
|
174K
$9.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
94+ 0.65% |
$4.13K - $4.92K
|
14.6K
$758K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
89+ 0.13% |
$3.91K - $4.66K
|
67.8K
$3.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
89+ 0.7% |
$3.91K - $4.66K
|
12.9K
$667K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
89+ 1.39% |
$3.91K - $4.66K
|
6.5K
$337K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
89+ 1.29% |
$3.91K - $4.66K
|
6.99K
$362K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
85+ 0.1% |
$3.73K - $4.45K
|
81.5K
$4.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
80+ 0.28% |
$3.51K - $4.19K
|
28.5K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
79+ 0.2% |
$3.47K - $4.14K
|
40K
$2.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
72+ 1.11% |
$3.16K - $3.77K
|
6.58K
$340K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
70+ 0.9% |
$3.07K - $3.67K
|
7.84K
$406K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
69+ 1.2% |
$3.03K - $3.61K
|
5.84K
$302K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
67+ 53.6% |
$2.94K - $3.51K
|
192
$9.94K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
67+ 0.7% |
$2.94K - $3.51K
|
9.66K
$500K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
66+ 0.41% |
$2.9K - $3.46K
|
16.2K
$838K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
66+ 1.42% |
$2.9K - $3.46K
|
4.73K
$245K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
64+ 0.66% |
$2.81K - $3.35K
|
9.71K
$503K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
62+ 1.36% |
$2.72K - $3.25K
|
4.62K
$239K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
56+ 0.05% |
$2.46K - $2.93K
|
105K
$5.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
56+ 8.31% |
$2.46K - $2.93K
|
730
$37.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
55+ 0.33% |
$2.42K - $2.88K
|
16.6K
$859K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
54+ 0.65% |
$2.37K - $2.83K
|
8.32K
$431K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
54+ 0.2% |
$2.37K - $2.83K
|
27.4K
$1.42M
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
50+ 0.6% |
$2.2K - $2.62K
|
8.34K
$431K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
44+ 0.18% |
$1.93K - $2.3K
|
24.3K
$1.26M
|