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 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-5.43K- 30.37% |
$238K - $284K
|
12.4K
$644K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.44K- 11.3% |
$239K - $285K
|
42.7K
$2.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.44K- 51.22% |
$239K - $285K
|
5.18K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-5.5K- 33.13% |
$242K - $288K
|
11.1K
$575K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-5.69K- 9.33% |
$250K - $298K
|
55.3K
$2.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5.74K- 20.69% |
$252K - $301K
|
22K
$1.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-5.82K- 6.28% |
$256K - $305K
|
86.8K
$4.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-5.84K- 11.32% |
$256K - $306K
|
45.7K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.91K- 37.81% |
$260K - $310K
|
9.72K
$503K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6.05K- 3.99% |
$266K - $317K
|
146K
$7.54M
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-6.18K- 16.56% |
$271K - $324K
|
31.1K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-6.19K- 6.21% |
$272K - $324K
|
93.5K
$4.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-6.26K- 5.13% |
$275K - $328K
|
116K
$5.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-6.42K- 5.07% |
$282K - $336K
|
120K
$6.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.52K- 18.92% |
$287K - $342K
|
28K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-6.56K- 45.52% |
$288K - $344K
|
7.85K
$406K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-6.59K- 20.99% |
$289K - $345K
|
24.8K
$1.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.67K- 14.26% |
$293K - $349K
|
40.1K
$2.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-6.7K- 48.64% |
$294K - $351K
|
7.08K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.92K- 7.39% |
$304K - $362K
|
86.7K
$4.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
SELL
|
- |
-7.2K- 7.13% |
$316K - $377K
|
93.7K
$4.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-7.27K- 31.75% |
$319K - $381K
|
15.6K
$809K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.36K- 6.53% |
$323K - $385K
|
105K
$5.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.39K- 10.18% |
$325K - $387K
|
65.2K
$3.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.46K- 1.3% |
$328K - $391K
|
568K
$29.4M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.51K- 12.91% |
$330K - $393K
|
50.6K
$2.62M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-7.51K- 2.89% |
$330K - $393K
|
252K
$13.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-7.51K- 21.56% |
$330K - $393K
|
27.3K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-7.52K- 19.95% |
$330K - $394K
|
30.2K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-7.77K- 31.26% |
$341K - $407K
|
17.1K
$884K
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-7.93K- 63.3% |
$348K - $415K
|
4.6K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-7.95K- 41.41% |
$349K - $416K
|
11.2K
$582K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.05K- 6.69% |
$354K - $422K
|
112K
$5.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-8.1K- 10.19% |
$356K - $424K
|
71.4K
$3.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8.1K- 14.07% |
$356K - $424K
|
49.4K
$2.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-8.15K- 6.73% |
$358K - $427K
|
113K
$5.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.37K- 23.77% |
$367K - $438K
|
26.8K
$1.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-8.4K- 96.4% |
$369K - $440K
|
314
$16.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-8.41K- 35.16% |
$369K - $440K
|
15.5K
$802K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-8.44K- 58.46% |
$371K - $442K
|
6K
$311K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.56K- 27.02% |
$376K - $448K
|
23.1K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-8.61K- 15.45% |
$378K - $451K
|
47.1K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-8.63K- 3.85% |
$379K - $452K
|
216K
$11.2M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-8.69K- 17.45% |
$381K - $455K
|
41.1K
$2.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-8.71K- 37.88% |
$382K - $456K
|
14.3K
$739K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.83K- 6.8% |
$388K - $462K
|
121K
$6.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-8.85K- 49.32% |
$389K - $463K
|
9.09K
$471K
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-9.04K- 39.27% |
$397K - $473K
|
14K
$723K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-9.05K- 4.43% |
$397K - $474K
|
195K
$10.1M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-9.08K- 28.79% |
$399K - $475K
|
22.4K
$1.16M
|