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 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.8K+ 5.1% |
$78.8K - $94K
|
37K
$1.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.76K+ 3.13% |
$77.5K - $92.4K
|
58K
$3.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.75K+ 10.67% |
$76.9K - $91.6K
|
18.1K
$956K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.72K+ 1.98% |
$75.4K - $89.9K
|
88.5K
$4.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.71K+ 1.01% |
$75.1K - $89.6K
|
171K
$9.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.66K+ 5.02% |
$72.8K - $86.8K
|
34.7K
$1.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.56K+ 8.44% |
$68.3K - $81.4K
|
20K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.55K+ 101.57% |
$68.3K - $81.4K
|
3.08K
$162K
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.54K+ 25.4% |
$67.7K - $80.7K
|
7.61K
$401K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 7.26% |
$67.6K - $80.6K
|
22.8K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.47K+ 1.34% |
$64.6K - $77K
|
111K
$5.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.47K+ 0.43% |
$64.5K - $76.9K
|
341K
$18M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.47K+ 35.59% |
$64.5K - $76.9K
|
5.59K
$295K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.39K+ 2.85% |
$60.8K - $72.5K
|
50K
$2.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.2K+ 15.3% |
$52.7K - $62.8K
|
9.04K
$476K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.18K+ 16.84% |
$51.8K - $61.7K
|
8.18K
$431K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.17K+ 0.28% |
$51.3K - $61.2K
|
415K
$21.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
1.15K+ 5.62% |
$50.4K - $60.1K
|
21.6K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.13K+ 6.07% |
$49.6K - $59.2K
|
19.8K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.13K+ 0.98% |
$49.5K - $59.1K
|
116K
$6.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.1K+ 6.45% |
$48.2K - $57.5K
|
18.1K
$955K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.07K+ 24.45% |
$46.8K - $55.8K
|
5.42K
$286K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1K+ 6.2% |
$43.9K - $52.4K
|
17.1K
$902K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1K+ 4.68% |
$43.9K - $52.4K
|
22.4K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
993+ 8.23% |
$43.6K - $52K
|
13.1K
$688K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
966+ 52.9% |
$42.4K - $50.6K
|
2.79K
$147K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
959+ 8.0% |
$42.1K - $50.2K
|
12.9K
$682K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
959+ 2.73% |
$42.1K - $50.2K
|
36.1K
$1.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
944+ 13.19% |
$41.5K - $49.4K
|
8.1K
$427K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
941New |
$41.3K - $49.3K
|
941
$49.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
933+ 4.27% |
$41K - $48.9K
|
22.8K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
909+ 2.37% |
$39.9K - $47.6K
|
39.2K
$2.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
865+ 20.56% |
$38K - $45.3K
|
5.07K
$267K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
854+ 1.54% |
$37.5K - $44.7K
|
56.2K
$2.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
800+ 19.56% |
$35.1K - $41.9K
|
4.89K
$258K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
752+ 8.73% |
$33K - $39.4K
|
9.37K
$494K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
750+ 35.23% |
$32.9K - $39.3K
|
2.88K
$152K
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
744+ 7.21% |
$32.7K - $39K
|
11.1K
$583K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
698+ 3.17% |
$30.7K - $36.6K
|
22.7K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
693+ 2.77% |
$30.4K - $36.3K
|
25.7K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
660+ 8.0% |
$29K - $34.6K
|
8.91K
$470K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
653+ 5.09% |
$28.7K - $34.2K
|
13.5K
$710K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
650+ 4.04% |
$28.5K - $34K
|
16.7K
$881K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
624+ 1.23% |
$27.4K - $32.7K
|
51.5K
$2.71M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
608+ 9.64% |
$26.7K - $31.8K
|
6.91K
$364K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
605+ 20.07% |
$26.6K - $31.7K
|
3.62K
$191K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
600+ 722.89% |
$26.4K - $31.4K
|
683
$36K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
590+ 6.58% |
$25.9K - $30.9K
|
9.56K
$504K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
585+ 0.76% |
$25.7K - $30.6K
|
77.6K
$4.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
583+ 1.79% |
$25.6K - $30.5K
|
33.1K
$1.75M
|