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 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-3.31K- 0.51% |
$145K - $173K
|
650K
$34.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-3.35K- 36.03% |
$147K - $176K
|
5.95K
$314K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3.56K- 8.67% |
$156K - $186K
|
37.5K
$1.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.65K- 2.82% |
$160K - $191K
|
126K
$6.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-3.78K- 36.74% |
$166K - $198K
|
6.5K
$342K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-3.86K- 19.51% |
$169K - $202K
|
15.9K
$839K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-4.03K- 39.21% |
$177K - $211K
|
6.24K
$329K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.08K- 3.44% |
$179K - $214K
|
114K
$6.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-4.24KClosed |
$186K - $222K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-4.5K- 38.81% |
$198K - $236K
|
7.1K
$374K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.58K- 1.84% |
$201K - $240K
|
245K
$12.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-4.61K- 6.1% |
$202K - $241K
|
70.9K
$3.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-4.67K- 27.58% |
$205K - $245K
|
12.3K
$646K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.68K- 47.44% |
$206K - $245K
|
5.19K
$273K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5.07K- 28.6% |
$223K - $266K
|
12.7K
$667K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-5.1K- 4.21% |
$224K - $267K
|
116K
$6.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-5.29K- 15.57% |
$232K - $277K
|
28.7K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-5.37K- 22.39% |
$236K - $281K
|
18.6K
$981K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.44K- 11.3% |
$239K - $285K
|
42.7K
$2.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-6.42K- 5.07% |
$282K - $336K
|
120K
$6.34M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-6.59K- 20.99% |
$289K - $345K
|
24.8K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-6.7K- 48.64% |
$294K - $351K
|
7.08K
$373K
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-7.27K- 31.75% |
$319K - $381K
|
15.6K
$823K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-7.51K- 21.56% |
$330K - $393K
|
27.3K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8.1K- 14.07% |
$356K - $424K
|
49.4K
$2.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-8.1K- 10.19% |
$356K - $424K
|
71.4K
$3.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.83K- 6.8% |
$388K - $462K
|
121K
$6.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-9.05K- 4.43% |
$397K - $474K
|
195K
$10.3M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-9.08K- 28.79% |
$399K - $475K
|
22.4K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-9.25K- 4.0% |
$406K - $485K
|
222K
$11.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.35K- 2.47% |
$411K - $490K
|
370K
$19.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-10.3K- 18.25% |
$451K - $537K
|
46K
$2.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-10.7K- 50.14% |
$468K - $559K
|
10.6K
$559K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11.3K- 2.32% |
$494K - $589K
|
474K
$25M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.5K- 12.52% |
$505K - $602K
|
80.3K
$4.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-11.9K- 13.48% |
$524K - $625K
|
76.5K
$4.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-12.4K- 1.59% |
$545K - $650K
|
768K
$40.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-13.9K- 4.73% |
$611K - $729K
|
280K
$14.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-14.5K- 7.56% |
$639K - $761K
|
178K
$9.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-15K- 25.69% |
$659K - $786K
|
43.4K
$2.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15.1K- 99.99% |
$662K - $789K
|
2
$105
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15.7K- 20.03% |
$689K - $822K
|
62.6K
$3.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-16K- 63.26% |
$703K - $838K
|
9.29K
$490K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-16.2K- 5.89% |
$710K - $846K
|
258K
$13.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-16.8K- 17.24% |
$736K - $878K
|
80.5K
$4.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-17K- 22.23% |
$746K - $889K
|
59.4K
$3.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.3K- 27.56% |
$760K - $906K
|
45.5K
$2.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-18.2K- 20.2% |
$799K - $952K
|
71.8K
$3.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-18.3K- 88.49% |
$804K - $958K
|
2.38K
$125K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-18.9K- 79.35% |
$829K - $989K
|
4.91K
$259K
|