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 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
42+ 0.29% |
$1.84K - $2.2K
|
14.5K
$749K
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
41+ 0.24% |
$1.8K - $2.15K
|
17.1K
$887K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
41+ 0.54% |
$1.8K - $2.15K
|
7.6K
$394K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
38+ 2.06% |
$1.67K - $1.99K
|
1.88K
$97.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
37+ 0.33% |
$1.63K - $1.94K
|
11.4K
$591K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
36+ 0.16% |
$1.58K - $1.89K
|
22.1K
$1.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
32+ 3.28% |
$1.41K - $1.68K
|
1.01K
$52.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
32+ 0.1% |
$1.41K - $1.68K
|
31.8K
$1.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
30+ 0.28% |
$1.32K - $1.57K
|
10.7K
$553K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
29+ 0.36% |
$1.27K - $1.52K
|
8.03K
$416K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
25+ 0.14% |
$1.1K - $1.31K
|
18.1K
$938K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
24+ 28.24% |
$1.05K - $1.26K
|
109
$5.64K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
23+ 0.06% |
$1.01K - $1.2K
|
38.4K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
23+ 0.26% |
$1.01K - $1.2K
|
9.04K
$468K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
22+ 0.32% |
$966 - $1.15K
|
6.82K
$353K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
20+ 0.05% |
$878 - $1.05K
|
39.4K
$2.04M
|
|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
20+ 0.4% |
$878 - $1.05K
|
5.04K
$261K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
19+ 0.04% |
$834 - $995
|
47K
$2.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
19+ 0.34% |
$834 - $995
|
5.66K
$293K
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
17+ 0.2% |
$747 - $890
|
8.41K
$435K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
16+ 0.02% |
$703 - $838
|
66.6K
$3.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
15+ 0.1% |
$659 - $786
|
15.3K
$793K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
14+ 0.32% |
$615 - $733
|
4.34K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
14+ 0.33% |
$615 - $733
|
4.2K
$217K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
13+ 0.04% |
$571 - $681
|
32.9K
$1.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
13+ 0.32% |
$571 - $681
|
4.06K
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
13+ 0.31% |
$571 - $681
|
4.23K
$219K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
12+ 0.16% |
$527 - $628
|
7.57K
$392K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
12+ 0.05% |
$527 - $628
|
25.8K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
12+ 0.28% |
$527 - $628
|
4.35K
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12+ 15.58% |
$527 - $628
|
89
$4.61K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
12+ 0.24% |
$527 - $628
|
4.93K
$255K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11+ 0.18% |
$483 - $576
|
6.28K
$325K
|
|
|
Aug 08, 2025
Q2 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
11+ 0.19% |
$483 - $576
|
5.88K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
11+ 0.28% |
$483 - $576
|
3.97K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11+ 0.05% |
$483 - $576
|
20.6K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
9+ 0.18% |
$395 - $471
|
4.97K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
9+ 0.2% |
$395 - $471
|
4.41K
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8+ 0.04% |
$351 - $419
|
18.9K
$978K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
8+ 0.01% |
$351 - $419
|
157K
$8.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
8+ 0.06% |
$351 - $419
|
14.5K
$751K
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
8+ 0.16% |
$351 - $419
|
5.16K
$267K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
7+ 0.16% |
$307 - $367
|
4.4K
$228K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.35% |
$307 - $367
|
1.98K
$103K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
7+ 0.78% |
$307 - $367
|
904
$46.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
7+ 0.08% |
$307 - $367
|
9.14K
$473K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
7+ 0.17% |
$307 - $367
|
4.19K
$217K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.05% |
$307 - $367
|
13.9K
$721K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
6+ 0.64% |
$264 - $314
|
943
$48.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6+ 0.12% |
$264 - $314
|
4.99K
$258K
|