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 16, 2025
Q3 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
315+ 1.38% |
$16.2K - $17.1K
|
23.1K
$1.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
312+ 30.98% |
$16K - $16.9K
|
1.32K
$68.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
300+ 4.29% |
$15.4K - $16.3K
|
7.3K
$378K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
283+ 0.25% |
$14.5K - $15.4K
|
114K
$5.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
275+ 2.41% |
$14.1K - $14.9K
|
11.7K
$605K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
254+ 2.77% |
$13K - $13.8K
|
9.43K
$488K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
246+ 2.53% |
$12.6K - $13.3K
|
9.96K
$515K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
219+ 0.29% |
$11.3K - $11.9K
|
76K
$3.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
210+ 4.09% |
$10.8K - $11.4K
|
5.34K
$277K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
203+ 4.5% |
$10.4K - $11K
|
4.72K
$244K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
200+ 1.61% |
$10.3K - $10.9K
|
12.6K
$654K
|
|
|
Oct 09, 2025
Q3 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
189+ 0.8% |
$9.71K - $10.3K
|
23.9K
$1.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
183+ 0.93% |
$9.4K - $9.93K
|
19.8K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
181+ 0.31% |
$9.3K - $9.82K
|
57.9K
$3M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
175+ 0.12% |
$8.99K - $9.49K
|
142K
$7.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
168+ 1.23% |
$8.63K - $9.11K
|
13.9K
$718K
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
162+ 0.33% |
$8.32K - $8.79K
|
49.3K
$2.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
139+ 1.17% |
$7.14K - $7.54K
|
12K
$622K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
129+ 53.97% |
$6.63K - $7K
|
368
$19K
|
|
|
Oct 08, 2025
Q3 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
124+ 1.74% |
$6.37K - $6.73K
|
7.23K
$374K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
123+ 49.2% |
$6.32K - $6.67K
|
373
$19.3K
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
122+ 1.94% |
$6.27K - $6.62K
|
6.4K
$331K
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
121+ 0.54% |
$6.22K - $6.56K
|
22.6K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
100New |
$5.14K - $5.43K
|
100
$5.18K
|
|
|
Oct 10, 2025
Q3 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
100+ 0.5% |
$5.14K - $5.43K
|
20.2K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
96+ 9.46% |
$4.93K - $5.21K
|
1.11K
$57.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
93+ 2.35% |
$4.78K - $5.05K
|
4.06K
$210K
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
73New |
$3.75K - $3.96K
|
73
$3.78K
|
|
|
Oct 17, 2025
Q3 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
69+ 0.12% |
$3.54K - $3.74K
|
56.6K
$2.93M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
55+ 0.33% |
$2.83K - $2.98K
|
16.6K
$861K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
51+ 0.66% |
$2.62K - $2.77K
|
7.8K
$404K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45+ 15.41% |
$2.31K - $2.44K
|
337
$17.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
30+ 0.6% |
$1.54K - $1.63K
|
5.02K
$260K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 1.22% |
$1.49K - $1.57K
|
2.41K
$125K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
28+ 0.99% |
$1.44K - $1.52K
|
2.86K
$148K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
28+ 0.49% |
$1.44K - $1.52K
|
5.7K
$295K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
27New |
$1.39K - $1.46K
|
27
$1.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
25+ 0.34% |
$1.28K - $1.36K
|
7.49K
$387K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
19+ 0.12% |
$976 - $1.03K
|
15.3K
$791K
|
|
|
Oct 22, 2025
Q3 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
15+ 0.31% |
$771 - $814
|
4.91K
$254K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13+ 0.1% |
$668 - $705
|
12.4K
$643K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12+ 0.05% |
$616 - $651
|
26.5K
$1.37M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
9+ 0.14% |
$462 - $488
|
6.58K
$340K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
8+ 0.11% |
$411 - $434
|
7.02K
$363K
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
7+ 0.16% |
$360 - $380
|
4.41K
$228K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.3% |
$308 - $326
|
1.99K
$103K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6+ 0.15% |
$308 - $326
|
3.92K
$203K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4+ 0.04% |
$205 - $217
|
9K
$466K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$205 - $217
|
12.3K
$636K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4+ 0.03% |
$205 - $217
|
14.8K
$767K
|