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 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
7+ 0.08% |
$307 - $367
|
9.14K
$481K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
7+ 0.16% |
$307 - $367
|
4.4K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
7+ 0.78% |
$307 - $367
|
904
$47.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6+ 0.12% |
$264 - $314
|
4.99K
$263K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
6+ 0.64% |
$264 - $314
|
943
$49.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4+ 0.03% |
$176 - $209
|
12.1K
$638K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$132 - $157
|
12.3K
$647K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2+ 0.08% |
$87.8 - $105
|
2.59K
$137K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.4% |
$43.9 - $52.4
|
253
$13.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.15% |
$43.9 - $52.4
|
657
$34.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.08% |
$43.9 - $52.4
|
1.33K
$70.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$43.9 - $52.4
|
6.65K
$350K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 0.21% |
$43.9 - $52.4
|
477
$25.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-2- 0.04% |
$87.8 - $105
|
5.25K
$277K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2- 0.02% |
$87.8 - $105
|
12K
$632K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-4- 2.55% |
$176 - $209
|
153
$8.06K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-10- 2.74% |
$439 - $524
|
355
$18.7K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-11- 1.39% |
$483 - $576
|
778
$41K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-12- 0.24% |
$527 - $628
|
4.92K
$259K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-15- 0.16% |
$659 - $786
|
9.64K
$508K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-20- 0.11% |
$878 - $1.05K
|
17.5K
$924K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-20- 0.45% |
$878 - $1.05K
|
4.38K
$231K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-20- 0.29% |
$878 - $1.05K
|
6.99K
$368K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-24- 20.17% |
$1.05K - $1.26K
|
95
$5K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-32- 0.41% |
$1.41K - $1.68K
|
7.7K
$405K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-33- 0.8% |
$1.45K - $1.73K
|
4.12K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-43- 0.21% |
$1.89K - $2.25K
|
20K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-47- 0.71% |
$2.06K - $2.46K
|
6.57K
$346K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 12.66% |
$2.2K - $2.62K
|
345
$18.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-50- 0.27% |
$2.2K - $2.62K
|
18.3K
$966K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-51- 0.34% |
$2.24K - $2.67K
|
15K
$789K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-52- 0.68% |
$2.28K - $2.72K
|
7.56K
$398K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-54- 0.1% |
$2.37K - $2.83K
|
53K
$2.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-57- 0.18% |
$2.5K - $2.99K
|
31.7K
$1.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-66- 0.27% |
$2.9K - $3.46K
|
24.2K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-70- 55.12% |
$3.07K - $3.67K
|
57
$3K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-76- 55.88% |
$3.34K - $3.98K
|
60
$3.16K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-77- 0.53% |
$3.38K - $4.03K
|
14.3K
$755K
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-87- 0.28% |
$3.82K - $4.56K
|
30.9K
$1.63M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-100- 1.33% |
$4.39K - $5.24K
|
7.4K
$390K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-100- 0.75% |
$4.39K - $5.24K
|
13.2K
$694K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-100Closed |
$4.39K - $5.24K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 3.46% |
$4.39K - $5.24K
|
2.79K
$147K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-116- 0.97% |
$5.09K - $6.07K
|
11.9K
$627K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-117- 1.93% |
$5.14K - $6.13K
|
5.94K
$313K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-127- 29.74% |
$5.58K - $6.65K
|
300
$15.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-148- 0.95% |
$6.5K - $7.75K
|
15.5K
$817K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-150- 8.27% |
$6.59K - $7.86K
|
1.66K
$87.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-163- 6.42% |
$7.16K - $8.54K
|
2.38K
$125K
|