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 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-222- 1.43% |
$9.75K - $11.6K
|
15.3K
$790K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-227- 3.13% |
$9.97K - $11.9K
|
7.01K
$363K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-227- 21.81% |
$9.97K - $11.9K
|
814
$42.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-227- 7.52% |
$9.97K - $11.9K
|
2.79K
$144K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-229- 0.21% |
$10.1K - $12K
|
107K
$5.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-230- 4.6% |
$10.1K - $12K
|
4.77K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-233- 2.06% |
$10.2K - $12.2K
|
11.1K
$572K
|
|
|
Jul 22, 2025
Q2 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-234- 1.32% |
$10.3K - $12.3K
|
17.5K
$906K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-236- 9.64% |
$10.4K - $12.4K
|
2.21K
$115K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-236- 3.13% |
$10.4K - $12.4K
|
7.31K
$378K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-243- 19.16% |
$10.7K - $12.7K
|
1.03K
$53.1K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-245- 1.2% |
$10.8K - $12.8K
|
20.1K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-250- 15.11% |
$11K - $13.1K
|
1.4K
$72.7K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-259- 3.33% |
$11.4K - $13.6K
|
7.51K
$389K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-263- 2.05% |
$11.6K - $13.8K
|
12.5K
$649K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-263- 2.27% |
$11.6K - $13.8K
|
11.3K
$585K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-265- 3.99% |
$11.6K - $13.9K
|
6.38K
$330K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-265- 5.64% |
$11.6K - $13.9K
|
4.43K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-268- 2.52% |
$11.8K - $14K
|
10.4K
$537K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-268- 4.01% |
$11.8K - $14K
|
6.42K
$332K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-269- 3.17% |
$11.8K - $14.1K
|
8.22K
$425K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-270- 3.86% |
$11.9K - $14.1K
|
6.73K
$349K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-274- 0.78% |
$12K - $14.3K
|
35K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-280- 6.63% |
$12.3K - $14.7K
|
3.94K
$204K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-282- 0.77% |
$12.4K - $14.8K
|
36.3K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-289- 0.14% |
$12.7K - $15.1K
|
202K
$10.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-298- 3.86% |
$13.1K - $15.6K
|
7.42K
$384K
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-300- 19.74% |
$13.2K - $15.7K
|
1.22K
$63.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-313- 0.8% |
$13.7K - $16.4K
|
39K
$2.02M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-313- 0.47% |
$13.7K - $16.4K
|
66.7K
$3.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-314- 7.47% |
$13.8K - $16.4K
|
3.89K
$201K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-316- 0.39% |
$13.9K - $16.5K
|
81.5K
$4.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-316- 4.25% |
$13.9K - $16.5K
|
7.12K
$368K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-323- 0.28% |
$14.2K - $16.9K
|
114K
$5.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-324- 1.75% |
$14.2K - $17K
|
18.2K
$941K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-337- 0.52% |
$14.8K - $17.6K
|
64.3K
$3.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-340- 1.87% |
$14.9K - $17.8K
|
17.9K
$925K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-345- 0.83% |
$15.2K - $18.1K
|
41.3K
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-353- 1.44% |
$15.5K - $18.5K
|
24.1K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-357- 32.48% |
$15.7K - $18.7K
|
742
$38.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-360- 34.82% |
$15.8K - $18.9K
|
674
$34.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-361- 0.46% |
$15.9K - $18.9K
|
78.7K
$4.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-365- 3.09% |
$16K - $19.1K
|
11.4K
$592K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
SELL
|
- |
-367- 3.26% |
$16.1K - $19.2K
|
10.9K
$564K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-370- 5.05% |
$16.3K - $19.4K
|
6.96K
$360K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-377- 0.63% |
$16.6K - $19.7K
|
59.3K
$3.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-379- 1.42% |
$16.6K - $19.8K
|
26.4K
$1.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-381- 55.62% |
$16.7K - $20K
|
304
$15.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-389- 1.37% |
$17.1K - $20.4K
|
28K
$1.45M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-396- 0.58% |
$17.4K - $20.7K
|
67.4K
$3.49M
|