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 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
912+ 5.51% |
$46.8K - $49.5K
|
17.5K
$904K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
866+ 9.72% |
$44.5K - $47K
|
9.78K
$506K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
839+ 2.24% |
$43.1K - $45.5K
|
38.3K
$1.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
834+ 6.99% |
$42.8K - $45.2K
|
12.8K
$660K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
826+ 8.57% |
$42.4K - $44.8K
|
10.5K
$541K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
817+ 1.47% |
$42K - $44.3K
|
56.3K
$2.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
802New |
$41.2K - $43.5K
|
802
$41.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
800New |
$41.1K - $43.4K
|
800
$41.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
794+ 1.42% |
$40.8K - $43.1K
|
56.6K
$2.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
781+ 6.24% |
$40.1K - $42.4K
|
13.3K
$688K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
780+ 5.33% |
$40.1K - $42.3K
|
15.4K
$798K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
761+ 801.05% |
$39.1K - $41.3K
|
856
$44.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
724+ 11.14% |
$37.2K - $39.3K
|
7.23K
$374K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
718+ 2.94% |
$36.9K - $39K
|
25.2K
$1.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
699+ 0.56% |
$35.9K - $37.9K
|
126K
$6.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
696+ 8.51% |
$35.8K - $37.8K
|
8.88K
$459K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
666+ 15.67% |
$34.2K - $36.1K
|
4.92K
$254K
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
627+ 3.23% |
$32.2K - $34K
|
20.1K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
625+ 1.08% |
$32.1K - $33.9K
|
58.7K
$3.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
618+ 1.76% |
$31.7K - $33.5K
|
35.7K
$1.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
610+ 4.86% |
$31.3K - $33.1K
|
13.2K
$681K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
591+ 1.37% |
$30.4K - $32.1K
|
43.7K
$2.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
579+ 1.6% |
$29.7K - $31.4K
|
36.9K
$1.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
576+ 2.62% |
$29.6K - $31.2K
|
22.5K
$1.17M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
542+ 2.61% |
$27.8K - $29.4K
|
21.3K
$1.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
526+ 1.78% |
$27K - $28.5K
|
30.1K
$1.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
525+ 5.52% |
$27K - $28.5K
|
10K
$519K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
523+ 1.03% |
$26.9K - $28.4K
|
51.2K
$2.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
522+ 33.46% |
$26.8K - $28.3K
|
2.08K
$108K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
518+ 3.75% |
$26.6K - $28.1K
|
14.3K
$741K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
516+ 3.29% |
$26.5K - $28K
|
16.2K
$839K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
512+ 16.8% |
$26.3K - $27.8K
|
3.56K
$184K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
490+ 1.25% |
$25.2K - $26.6K
|
39.6K
$2.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
485+ 8.95% |
$24.9K - $26.3K
|
5.91K
$306K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
461+ 6.06% |
$23.7K - $25K
|
8.06K
$417K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
450+ 6.44% |
$23.1K - $24.4K
|
7.44K
$385K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
439New |
$22.6K - $23.8K
|
439
$22.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
429+ 7.21% |
$22K - $23.3K
|
6.38K
$330K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
422+ 5.93% |
$21.7K - $22.9K
|
7.54K
$390K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
401+ 2.52% |
$20.6K - $21.8K
|
16.3K
$845K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
389+ 4.24% |
$20K - $21.1K
|
9.56K
$495K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
384+ 0.82% |
$19.7K - $20.8K
|
47.5K
$2.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
377+ 4.31% |
$19.4K - $20.5K
|
9.12K
$472K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
374+ 3.79% |
$19.2K - $20.3K
|
10.3K
$531K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
372+ 2.16% |
$19.1K - $20.2K
|
17.6K
$909K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
343+ 7.16% |
$17.6K - $18.6K
|
5.13K
$266K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
327+ 3.98% |
$16.8K - $17.7K
|
8.55K
$442K
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
327+ 1.94% |
$16.8K - $17.7K
|
17.1K
$888K
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
323+ 0.36% |
$16.6K - $17.5K
|
91K
$4.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
319+ 2.88% |
$16.4K - $17.3K
|
11.4K
$589K
|