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
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
547+ 2.32% |
$24K - $28.6K
|
24.2K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
467+ 0.88% |
$20.5K - $24.5K
|
53.5K
$2.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
466+ 1.09% |
$20.5K - $24.4K
|
43.1K
$2.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
458+ 3.78% |
$20.1K - $24K
|
12.6K
$663K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
451+ 10.94% |
$19.8K - $23.6K
|
4.57K
$241K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
450+ 1.94% |
$19.8K - $23.6K
|
23.7K
$1.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
431+ 57.47% |
$18.9K - $22.6K
|
1.18K
$62.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
421+ 1.34% |
$18.5K - $22K
|
31.9K
$1.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
407+ 0.9% |
$17.9K - $21.3K
|
45.6K
$2.4M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
340+ 0.38% |
$14.9K - $17.8K
|
90.2K
$4.75M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
281+ 1.66% |
$12.3K - $14.7K
|
17.2K
$906K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
277+ 15.54% |
$12.2K - $14.5K
|
2.06K
$108K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
272+ 0.6% |
$11.9K - $14.2K
|
45.7K
$2.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
228+ 22.16% |
$10K - $11.9K
|
1.26K
$66.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
207+ 1.34% |
$9.09K - $10.8K
|
15.7K
$827K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
203+ 4.71% |
$8.92K - $10.6K
|
4.52K
$238K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
182+ 0.62% |
$7.99K - $9.53K
|
29.5K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
172+ 2.27% |
$7.55K - $9.01K
|
7.75K
$408K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
150+ 7.18% |
$6.59K - $7.86K
|
2.24K
$118K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
137+ 1.46% |
$6.02K - $7.17K
|
9.51K
$501K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
132+ 0.85% |
$5.8K - $6.91K
|
15.7K
$829K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
131+ 2.66% |
$5.75K - $6.86K
|
5.06K
$266K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
108+ 0.58% |
$4.74K - $5.66K
|
18.6K
$979K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
100+ 1.67% |
$4.39K - $5.24K
|
6.09K
$321K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
99+ 1.29% |
$4.35K - $5.18K
|
7.8K
$411K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
98+ 1.7% |
$4.3K - $5.13K
|
5.88K
$310K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
95+ 0.05% |
$4.17K - $4.98K
|
174K
$9.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
94+ 0.65% |
$4.13K - $4.92K
|
14.6K
$771K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
89+ 0.7% |
$3.91K - $4.66K
|
12.9K
$679K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
89+ 0.13% |
$3.91K - $4.66K
|
67.8K
$3.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
89+ 1.39% |
$3.91K - $4.66K
|
6.5K
$343K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
64+ 0.66% |
$2.81K - $3.35K
|
9.71K
$512K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
62+ 1.36% |
$2.72K - $3.25K
|
4.62K
$243K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
55+ 0.33% |
$2.42K - $2.88K
|
16.6K
$874K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
54+ 0.65% |
$2.37K - $2.83K
|
8.32K
$438K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
54+ 0.2% |
$2.37K - $2.83K
|
27.4K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
44+ 0.18% |
$1.93K - $2.3K
|
24.3K
$1.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
41+ 0.24% |
$1.8K - $2.15K
|
17.1K
$903K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
37+ 0.33% |
$1.63K - $1.94K
|
11.4K
$602K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
36+ 0.16% |
$1.58K - $1.89K
|
22.1K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
32+ 3.28% |
$1.41K - $1.68K
|
1.01K
$53K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
25+ 0.14% |
$1.1K - $1.31K
|
18.1K
$954K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
20+ 0.05% |
$878 - $1.05K
|
39.4K
$2.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
19+ 0.04% |
$834 - $995
|
47K
$2.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
16+ 0.02% |
$703 - $838
|
66.6K
$3.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
12+ 0.05% |
$527 - $628
|
25.8K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
12+ 0.16% |
$527 - $628
|
7.57K
$399K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11+ 0.18% |
$483 - $576
|
6.28K
$331K
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
9+ 0.18% |
$395 - $471
|
4.97K
$262K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.35% |
$307 - $367
|
1.98K
$105K
|