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 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-42.9K- 64.8% |
$1.89M - $2.25M
|
23.3K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-44.8K- 11.81% |
$1.97M - $2.35M
|
334K
$17.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-45.3K- 32.13% |
$1.99M - $2.37M
|
95.6K
$4.95M
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
SELL
|
- |
-47.2K- 90.91% |
$2.07M - $2.47M
|
4.72K
$244K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-47.3K- 80.1% |
$2.08M - $2.48M
|
11.7K
$608K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-47.3K- 44.21% |
$2.08M - $2.48M
|
59.7K
$3.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-47.5K- 15.8% |
$2.09M - $2.49M
|
253K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-50.1K- 18.72% |
$2.2M - $2.62M
|
217K
$11.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-50.5K- 30.73% |
$2.22M - $2.65M
|
114K
$5.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-51.4K- 13.89% |
$2.26M - $2.69M
|
319K
$16.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-51.6K- 2.27% |
$2.27M - $2.7M
|
2.23M
$115M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-51.8K- 93.07% |
$2.28M - $2.71M
|
3.86K
$200K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-52.2K- 84.61% |
$2.29M - $2.73M
|
9.49K
$491K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
SELL
|
- |
-53.1K- 70.21% |
$2.33M - $2.78M
|
22.5K
$1.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-55.4K- 27.82% |
$2.43M - $2.9M
|
144K
$7.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-55.5K- 8.16% |
$2.44M - $2.91M
|
626K
$32.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-56K- 92.7% |
$2.46M - $2.93M
|
4.41K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-56.2K- 37.57% |
$2.47M - $2.94M
|
93.4K
$4.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-58K- 35.46% |
$2.55M - $3.04M
|
106K
$5.47M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-62K- 93.74% |
$2.72M - $3.25M
|
4.14K
$214K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-63.6K- 80.54% |
$2.79M - $3.33M
|
15.4K
$795K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-66.5K- 49.45% |
$2.92M - $3.48M
|
68K
$3.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-68.8K- 19.07% |
$3.02M - $3.6M
|
292K
$15.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-68.8K- 16.65% |
$3.02M - $3.6M
|
344K
$17.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-68.8K- 34.78% |
$3.02M - $3.6M
|
129K
$6.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-70K- 35.0% |
$3.07M - $3.67M
|
130K
$6.73M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-70.5K- 49.63% |
$3.09M - $3.69M
|
71.5K
$3.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Client First Capital LLC
|
SELL
|
- |
-70.5K- 37.92% |
$3.1M - $3.69M
|
115K
$5.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-73.6K- 67.42% |
$3.23M - $3.85M
|
35.6K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-75.7K- 94.03% |
$3.32M - $3.96M
|
4.81K
$249K
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-77.4K- 69.81% |
$3.4M - $4.06M
|
33.5K
$1.73M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-80.1K- 39.7% |
$3.52M - $4.2M
|
122K
$6.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-81.1K- 22.39% |
$3.56M - $4.25M
|
281K
$14.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-82.3K- 14.96% |
$3.62M - $4.31M
|
468K
$24.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-83.6K- 9.35% |
$3.67M - $4.38M
|
810K
$41.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-86.6K- 15.09% |
$3.81M - $4.54M
|
487K
$25.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-87.3K- 7.18% |
$3.84M - $4.57M
|
1.13M
$58.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-88.1K- 70.5% |
$3.87M - $4.61M
|
36.9K
$1.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-88.3K- 6.34% |
$3.88M - $4.62M
|
1.3M
$67.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-89.4K- 11.02% |
$3.93M - $4.68M
|
722K
$37.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-91K- 21.72% |
$3.99M - $4.76M
|
328K
$17M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-94.3K- 5.84% |
$4.14M - $4.94M
|
1.52M
$78.7M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-94.7K- 73.05% |
$4.16M - $4.96M
|
34.9K
$1.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-95.2K- 8.04% |
$4.18M - $4.99M
|
1.09M
$56.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-96.1K- 18.55% |
$4.22M - $5.03M
|
422K
$21.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-102K- 0.87% |
$4.46M - $5.32M
|
11.6M
$598M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-105K- 91.01% |
$4.61M - $5.5M
|
10.4K
$537K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-105K- 97.62% |
$4.63M - $5.52M
|
2.57K
$133K
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-109K- 35.36% |
$4.79M - $5.71M
|
199K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-110K- 56.36% |
$4.81M - $5.74M
|
84.9K
$4.39M
|