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 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-550- 5.96% |
$24.2K - $28.8K
|
8.68K
$457K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-590- 1.19% |
$25.9K - $30.9K
|
49.1K
$2.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-600- 12.11% |
$26.4K - $31.4K
|
4.36K
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-606- 2.15% |
$26.6K - $31.7K
|
27.6K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-612- 3.94% |
$26.9K - $32.1K
|
14.9K
$786K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-626- 6.65% |
$27.5K - $32.8K
|
8.79K
$463K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-681- 60.11% |
$29.9K - $35.7K
|
452
$23.8K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-682- 1.2% |
$30K - $35.7K
|
56.3K
$2.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-707- 5.62% |
$31.1K - $37K
|
11.9K
$626K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-709- 7.5% |
$31.1K - $37.1K
|
8.74K
$461K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-755- 6.99% |
$33.2K - $39.5K
|
10K
$529K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-817- 14.56% |
$35.9K - $42.8K
|
4.8K
$253K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-827- 10.97% |
$36.3K - $43.3K
|
6.71K
$353K
|
|
|
Jul 16, 2025
Q2 2025
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-851- 0.24% |
$37.4K - $44.6K
|
348K
$18.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-897- 3.52% |
$39.4K - $47K
|
24.6K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-898- 2.42% |
$39.4K - $47K
|
36.1K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-919- 9.02% |
$40.4K - $48.1K
|
9.27K
$488K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-972- 14.4% |
$42.7K - $50.9K
|
5.78K
$304K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-1.07K- 0.72% |
$47K - $56K
|
148K
$7.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.08K- 1.78% |
$47.3K - $56.4K
|
59.3K
$3.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-1.16K- 18.11% |
$51K - $60.8K
|
5.25K
$277K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.17K- 8.68% |
$51.5K - $61.4K
|
12.3K
$650K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.19K- 29.44% |
$52.2K - $62.2K
|
2.85K
$150K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-1.19K- 3.98% |
$52.4K - $62.5K
|
28.8K
$1.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.27K- 14.92% |
$55.6K - $66.4K
|
7.22K
$381K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.33K- 11.71% |
$58.5K - $69.8K
|
10K
$529K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.33K- 2.73% |
$58.6K - $69.9K
|
47.5K
$2.5M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-1.34K- 17.61% |
$58.9K - $70.3K
|
6.28K
$331K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.43K- 4.42% |
$62.8K - $74.9K
|
31K
$1.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.48K- 0.66% |
$65.1K - $77.7K
|
224K
$11.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.49K- 19.34% |
$65.5K - $78.1K
|
6.22K
$328K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.61K- 16.67% |
$70.9K - $84.5K
|
8.07K
$425K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.62K- 59.27% |
$71.2K - $84.9K
|
1.11K
$58.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.65K- 10.08% |
$72.5K - $86.4K
|
14.7K
$776K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.7K- 15.17% |
$74.7K - $89K
|
9.51K
$501K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 27.74% |
$74.8K - $89.2K
|
4.44K
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.74K- 8.71% |
$76.2K - $90.9K
|
18.2K
$958K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.89K- 2.43% |
$82.8K - $98.7K
|
75.8K
$3.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.08K- 15.33% |
$91.4K - $109K
|
11.5K
$606K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.09K- 5.08% |
$91.8K - $109K
|
39.1K
$2.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2.12K- 80.23% |
$93.1K - $111K
|
522
$27.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.36K- 10.24% |
$104K - $124K
|
20.7K
$1.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-2.57K- 2.75% |
$113K - $134K
|
90.7K
$4.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-2.8K- 4.01% |
$123K - $146K
|
66.9K
$3.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-2.83K- 4.34% |
$124K - $148K
|
62.5K
$3.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-2.84K- 24.96% |
$125K - $149K
|
8.55K
$450K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-2.88K- 2.42% |
$126K - $151K
|
116K
$6.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-3.04K- 37.74% |
$133K - $159K
|
5.01K
$264K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-3.06K- 12.42% |
$134K - $160K
|
21.6K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.23K- 8.71% |
$142K - $169K
|
33.8K
$1.78M
|