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 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9.38K+ 2.97% |
$412K - $491K
|
325K
$17.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
9.17KNew |
$403K - $480K
|
9.17K
$483K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.74K+ 51.68% |
$384K - $458K
|
25.6K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
8.61K+ 3.42% |
$378K - $451K
|
260K
$13.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
8.6K+ 17.2% |
$378K - $450K
|
58.6K
$3.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
8.53K+ 2.08% |
$375K - $447K
|
419K
$22.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.45K+ 97.17% |
$371K - $443K
|
17.2K
$904K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7.61K+ 34.41% |
$334K - $399K
|
29.7K
$1.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.59KNew |
$333K - $397K
|
7.59K
$400K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.51KNew |
$330K - $393K
|
7.51K
$395K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
7.37K+ 15.48% |
$324K - $386K
|
55K
$2.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7.02K+ 48.73% |
$308K - $367K
|
21.4K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.35KNew |
$279K - $332K
|
6.35K
$334K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
6.09K+ 10.95% |
$268K - $319K
|
61.7K
$3.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
5.91K+ 13.79% |
$260K - $310K
|
48.8K
$2.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
5.88K+ 3.88% |
$258K - $308K
|
157K
$8.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.54K+ 80.57% |
$243K - $290K
|
12.4K
$654K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
5.27K+ 32.23% |
$231K - $276K
|
21.6K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.61K+ 1.02% |
$202K - $241K
|
456K
$24M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.61K+ 22.05% |
$202K - $241K
|
25.5K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
4.52KNew |
$199K - $237K
|
4.52K
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
4.5KNew |
$198K - $236K
|
4.5K
$237K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.29KNew |
$188K - $225K
|
4.29K
$226K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.28KNew |
$188K - $224K
|
4.28K
$225K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.19KNew |
$184K - $220K
|
4.19K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
4.1KNew |
$180K - $215K
|
4.1K
$216K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
4.03K+ 31.66% |
$177K - $211K
|
16.8K
$884K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
3.99K+ 3.4% |
$175K - $209K
|
121K
$6.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3.96KNew |
$174K - $208K
|
3.96K
$209K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
3.89KNew |
$171K - $204K
|
3.89K
$205K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
3.84KNew |
$169K - $201K
|
3.84K
$202K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.64K+ 11.16% |
$160K - $191K
|
36.3K
$1.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.33K+ 72.8% |
$146K - $174K
|
7.9K
$416K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.28K+ 4.52% |
$144K - $172K
|
75.9K
$4M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.96K+ 2.14% |
$130K - $155K
|
142K
$7.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.9K+ 1.9% |
$127K - $152K
|
155K
$8.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.52K+ 99.21% |
$110K - $132K
|
5.05K
$266K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.41K+ 0.29% |
$106K - $126K
|
825K
$43.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2.41K+ 2.25% |
$106K - $126K
|
109K
$5.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
2.4KNew |
$105K - $126K
|
2.4K
$126K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.23K+ 32.86% |
$97.8K - $117K
|
9K
$474K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.17K+ 1465.54% |
$95.3K - $114K
|
2.32K
$122K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.08K+ 11.36% |
$91.3K - $109K
|
20.4K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.06K+ 21.21% |
$90.5K - $108K
|
11.8K
$621K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.01K+ 16.64% |
$88.3K - $105K
|
14.1K
$742K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.93K+ 23.21% |
$84.5K - $101K
|
10.2K
$538K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.9K+ 4.69% |
$83.6K - $99.7K
|
42.5K
$2.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.88K+ 2.08% |
$82.4K - $98.2K
|
92.2K
$4.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.87KNew |
$82.3K - $98.1K
|
1.87K
$98.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.8K+ 6.97% |
$79.1K - $94.4K
|
27.7K
$1.46M
|