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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-18.7K- 52.11% |
$821K - $978K
|
17.2K
$889K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-18.9K- 79.35% |
$829K - $989K
|
4.91K
$254K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-18.9K- 33.68% |
$831K - $991K
|
37.3K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-19.2K- 17.33% |
$844K - $1.01M
|
91.7K
$4.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-19.8K- 44.61% |
$871K - $1.04M
|
24.6K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-20.2K- 11.76% |
$888K - $1.06M
|
152K
$7.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-20.3K- 28.22% |
$892K - $1.06M
|
51.7K
$2.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-20.5K- 83.21% |
$901K - $1.07M
|
4.14K
$214K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-21.1K- 54.38% |
$925K - $1.1M
|
17.7K
$914K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-22.8K- 30.6% |
$1M - $1.19M
|
51.7K
$2.67M
|
|
|
Sep 10, 2025
Q2 2025
|
Wt Wealth Management
|
SELL
|
- |
-23.2K- 15.06% |
$1.02M - $1.21M
|
131K
$6.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23.2K- 37.61% |
$1.02M - $1.21M
|
38.4K
$1.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-23.5K- 53.58% |
$1.03M - $1.23M
|
20.3K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-23.7K- 21.73% |
$1.04M - $1.24M
|
85.4K
$4.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-23.7K- 9.63% |
$1.04M - $1.24M
|
223K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-24.2K- 22.93% |
$1.06M - $1.27M
|
81.5K
$4.22M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-24.8K- 19.68% |
$1.09M - $1.3M
|
101K
$5.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-25K- 12.32% |
$1.1M - $1.31M
|
178K
$9.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-26K- 11.55% |
$1.14M - $1.36M
|
199K
$10.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-27.1K- 14.13% |
$1.19M - $1.42M
|
165K
$8.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-27.3K- 46.46% |
$1.2M - $1.43M
|
31.4K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-27.6K- 70.25% |
$1.21M - $1.44M
|
11.7K
$604K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-27.6K- 4.84% |
$1.21M - $1.44M
|
543K
$28.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-28.8K- 52.67% |
$1.26M - $1.51M
|
25.9K
$1.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-29.1K- 85.82% |
$1.28M - $1.52M
|
4.81K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-29.1K- 32.73% |
$1.28M - $1.52M
|
59.8K
$3.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-29.2K- 40.87% |
$1.28M - $1.53M
|
42.3K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-30.2K- 79.56% |
$1.33M - $1.58M
|
7.75K
$401K
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-30.4K- 57.45% |
$1.34M - $1.59M
|
22.5K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-31.3K- 80.79% |
$1.37M - $1.64M
|
7.43K
$385K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-31.8K- 57.56% |
$1.4M - $1.67M
|
23.5K
$1.21M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-32.1K- 84.13% |
$1.41M - $1.68M
|
6.06K
$314K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-33.4K- 29.74% |
$1.47M - $1.75M
|
79K
$4.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-33.7K- 5.78% |
$1.48M - $1.77M
|
549K
$28.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-34.9K- 0.35% |
$1.53M - $1.83M
|
10.1M
$522M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-36.7K- 21.24% |
$1.61M - $1.92M
|
136K
$7.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantessence Capital LLC
New York, NY |
SELL
|
- |
-37.1K- 62.68% |
$1.63M - $1.94M
|
22.1K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-37.7K- 23.72% |
$1.66M - $1.97M
|
121K
$6.27M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-38.2K- 33.24% |
$1.68M - $2M
|
76.7K
$3.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-38.6K- 32.46% |
$1.7M - $2.02M
|
80.3K
$4.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-38.7K- 15.15% |
$1.7M - $2.03M
|
217K
$11.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-39.1K- 21.44% |
$1.72M - $2.05M
|
143K
$7.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-39.5K- 65.4% |
$1.74M - $2.07M
|
20.9K
$1.08M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-40.5K- 1.73% |
$1.78M - $2.12M
|
2.3M
$119M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-40.9K- 72.27% |
$1.8M - $2.14M
|
15.7K
$812K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-41K- 35.23% |
$1.8M - $2.15M
|
75.4K
$3.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-41.3K- 70.18% |
$1.81M - $2.16M
|
17.6K
$909K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-41.7K- 89.26% |
$1.83M - $2.18M
|
5.02K
$260K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-41.8K- 45.43% |
$1.83M - $2.19M
|
50.2K
$2.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-42.4K- 13.16% |
$1.86M - $2.22M
|
280K
$14.5M
|