Purchases and Sales Made in Q3 2025 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.64K+ 0.65% |
$136K - $143K
|
409K
$21.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
2.63K+ 8.58% |
$135K - $143K
|
33.3K
$1.72M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.61K+ 2.32% |
$134K - $141K
|
115K
$5.95M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.58KNew |
$133K - $140K
|
2.58K
$134K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.58K+ 125.35% |
$133K - $140K
|
4.64K
$240K
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.57K+ 1.63% |
$132K - $139K
|
160K
$8.28M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.56K+ 3.8% |
$132K - $139K
|
69.9K
$3.62M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.54K+ 0.31% |
$131K - $138K
|
827K
$42.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.54K+ 597.88% |
$130K - $138K
|
2.96K
$153K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
2.51K+ 12.13% |
$129K - $136K
|
23.2K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.5K+ 3.75% |
$128K - $136K
|
69.1K
$3.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
2.45K+ 1.46% |
$126K - $133K
|
170K
$8.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.45K+ 623.98% |
$126K - $133K
|
2.84K
$147K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.38K+ 4.24% |
$122K - $129K
|
58.5K
$3.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.38K+ 3.13% |
$122K - $129K
|
78.3K
$4.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.22K+ 19.06% |
$114K - $121K
|
13.9K
$719K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.18K+ 24.83% |
$112K - $118K
|
11K
$568K
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 2.71% |
$108K - $114K
|
79.7K
$4.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.07K+ 48.39% |
$106K - $112K
|
6.35K
$329K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.06K+ 29.0% |
$106K - $112K
|
9.15K
$474K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.97K+ 14.0% |
$101K - $107K
|
16.1K
$832K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.95K+ 4.23% |
$100K - $106K
|
47.9K
$2.48M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.93K+ 10.94% |
$99.2K - $105K
|
19.6K
$1.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
1.86K+ 23.85% |
$95.3K - $101K
|
9.63K
$499K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.83K+ 35.17% |
$93.8K - $99K
|
7.01K
$363K
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
1.75K+ 6.29% |
$89.9K - $95K
|
29.6K
$1.53M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.69KNew |
$86.7K - $91.6K
|
1.69K
$87.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.52K+ 24.94% |
$78K - $82.4K
|
7.61K
$394K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.51K+ 0.54% |
$77.8K - $82.1K
|
281K
$14.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.51K+ 4.42% |
$77.7K - $82.1K
|
35.8K
$1.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.49K+ 1.25% |
$76.7K - $81K
|
121K
$6.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1.47K+ 0.28% |
$75.4K - $79.6K
|
528K
$27.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
1.42K+ 5.65% |
$72.8K - $76.9K
|
26.5K
$1.37M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.4K+ 150.38% |
$71.9K - $76K
|
2.33K
$121K
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.36K+ 1.62% |
$70K - $73.9K
|
85.2K
$4.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
1.3KNew |
$66.8K - $70.6K
|
1.3K
$67.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.28K+ 9.79% |
$65.5K - $69.2K
|
14.3K
$741K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.25K+ 10.85% |
$64.1K - $67.6K
|
12.7K
$660K
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.24K+ 1.02% |
$63.6K - $67.2K
|
123K
$6.35M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
1.23K+ 3.13% |
$63.1K - $66.7K
|
40.4K
$2.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.16K+ 5.36% |
$59.3K - $62.7K
|
22.7K
$1.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.15K+ 23.32% |
$58.9K - $62.2K
|
6.06K
$314K
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.07K+ 1.81% |
$54.8K - $57.9K
|
60.1K
$3.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.07K+ 20.99% |
$54.7K - $57.8K
|
6.14K
$318K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.05K+ 69.63% |
$53.8K - $56.9K
|
2.55K
$132K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
995+ 2.52% |
$51.1K - $54K
|
40.4K
$2.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
992+ 0.21% |
$51K - $53.8K
|
475K
$24.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
981+ 2.31% |
$50.4K - $53.2K
|
43.5K
$2.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
966+ 0.93% |
$49.6K - $52.4K
|
105K
$5.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
936+ 18.15% |
$48.1K - $50.8K
|
6.09K
$315K
|