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
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4+ 0.04% |
$205 - $217
|
11.4K
$590K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 0.24% |
$154 - $163
|
1.26K
$65.2K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3+ 0.32% |
$154 - $163
|
946
$49K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.02% |
$154 - $163
|
12.5K
$649K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2+ 0.42% |
$103 - $109
|
479
$24.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.03% |
$103 - $109
|
6.99K
$362K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
$103 - $109
|
2.6K
$135K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1+ 0.01% |
$51.4 - $54.3
|
6.69K
$346K
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1+ 0.01% |
$51.4 - $54.3
|
7.64K
$395K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$51.4 - $54.3
|
6.95K
$360K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.21% |
$51.4 - $54.3
|
483
$25K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$51.4 - $54.3
|
11.4K
$590K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-1- 0.01% |
$51.4 - $54.3
|
7.08K
$366K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-1- 0.02% |
$51.4 - $54.3
|
5.84K
$302K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2- 0.34% |
$103 - $109
|
588
$30.4K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-5- 1.11% |
$257 - $271
|
447
$23.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
SELL
|
- |
-10- 0.19% |
$514 - $543
|
5.25K
$272K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-19- 0.3% |
$976 - $1.03K
|
6.36K
$329K
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-21- 0.01% |
$1.08K - $1.14K
|
341K
$17.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-22- 0.11% |
$1.13K - $1.19K
|
20.2K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-23- 0.55% |
$1.18K - $1.25K
|
4.17K
$216K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-25- 0.2% |
$1.28K - $1.36K
|
12.3K
$634K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-25- 0.55% |
$1.28K - $1.36K
|
4.5K
$233K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-26- 0.66% |
$1.34K - $1.41K
|
3.92K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-28- 0.02% |
$1.44K - $1.52K
|
180K
$9.32M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-32- 9.01% |
$1.64K - $1.74K
|
323
$16.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-36- 0.16% |
$1.85K - $1.95K
|
22.1K
$1.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-38- 0.12% |
$1.95K - $2.06K
|
31.7K
$1.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-51- 0.17% |
$2.62K - $2.77K
|
29.7K
$1.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-57- 0.23% |
$2.93K - $3.09K
|
24.3K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-60- 4.17% |
$3.08K - $3.26K
|
1.38K
$71.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-63- 0.68% |
$3.24K - $3.42K
|
9.23K
$478K
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-68- 0.41% |
$3.49K - $3.69K
|
16.7K
$865K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-79- 1.5% |
$4.06K - $4.29K
|
5.17K
$268K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-80- 0.05% |
$4.11K - $4.34K
|
174K
$9.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-84- 16.09% |
$4.32K - $4.56K
|
438
$22.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-90- 0.25% |
$4.62K - $4.88K
|
36K
$1.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-95- 1.12% |
$4.88K - $5.15K
|
8.4K
$435K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
SELL
|
- |
-100- 0.63% |
$5.14K - $5.43K
|
15.8K
$817K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
SELL
|
- |
-100- 1.8% |
$5.14K - $5.43K
|
5.46K
$282K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-100- 47.85% |
$5.14K - $5.43K
|
109
$5.64K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-103- 2.54% |
$5.29K - $5.59K
|
3.95K
$204K
|
|
|
Oct 22, 2025
Q3 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-105- 1.1% |
$5.39K - $5.7K
|
9.45K
$489K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-121- 1.95% |
$6.22K - $6.56K
|
6.1K
$316K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-122- 10.07% |
$6.27K - $6.62K
|
1.09K
$56.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-129- 2.55% |
$6.63K - $7K
|
4.92K
$255K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-131- 1.75% |
$6.73K - $7.11K
|
7.38K
$382K
|
|
|
Oct 07, 2025
Q3 2025
|
Bay Rivers Group
|
SELL
|
- |
-147- 0.26% |
$7.55K - $7.97K
|
55.9K
$2.9M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-150- 13.46% |
$7.71K - $8.14K
|
964
$49.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-153- 16.92% |
$7.86K - $8.3K
|
751
$38.9K
|