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 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-166- 1.24% |
$8.53K - $9.01K
|
13.3K
$686K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-174- 1.16% |
$8.94K - $9.44K
|
14.8K
$767K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-189- 0.55% |
$9.71K - $10.3K
|
34.5K
$1.78M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-200- 0.43% |
$10.3K - $10.9K
|
46.8K
$2.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-214- 2.28% |
$11K - $11.6K
|
9.19K
$476K
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-227- 3.94% |
$11.7K - $12.3K
|
5.54K
$287K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-235- 0.05% |
$12.1K - $12.7K
|
446K
$23.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-235- 0.15% |
$12.1K - $12.7K
|
155K
$8.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-250- 0.58% |
$12.8K - $13.6K
|
43.1K
$2.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-257- 1.52% |
$13.2K - $13.9K
|
16.7K
$862K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-271- 9.52% |
$13.9K - $14.7K
|
2.58K
$133K
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
SELL
|
- |
-280- 0.61% |
$14.4K - $15.2K
|
45.3K
$2.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-311- 1.14% |
$16K - $16.9K
|
27.1K
$1.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-325- 2.93% |
$16.7K - $17.6K
|
10.8K
$557K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-345- 4.48% |
$17.7K - $18.7K
|
7.35K
$380K
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-347- 4.67% |
$17.8K - $18.8K
|
7.08K
$366K
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-366- 4.87% |
$18.8K - $19.9K
|
7.15K
$370K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-415- 1.9% |
$21.3K - $22.5K
|
21.5K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-444- 27.02% |
$22.8K - $24.1K
|
1.2K
$62.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-476- 0.98% |
$24.5K - $25.8K
|
48.3K
$2.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-503- 1.63% |
$25.8K - $27.3K
|
30.4K
$1.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-524- 10.45% |
$26.9K - $28.4K
|
4.49K
$232K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-527- 2.83% |
$27.1K - $28.6K
|
18.1K
$935K
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-545- 2.22% |
$28K - $29.6K
|
24K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-650- 3.8% |
$33.4K - $35.3K
|
16.5K
$853K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-689- 4.44% |
$35.4K - $37.4K
|
14.8K
$767K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-691- 3.72% |
$35.5K - $37.5K
|
17.9K
$925K
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-700- 4.96% |
$36K - $38K
|
13.4K
$694K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-703- 3.52% |
$36.1K - $38.1K
|
19.3K
$998K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-719- 1.44% |
$36.9K - $39K
|
49.3K
$2.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-744- 3.86% |
$38.2K - $40.4K
|
18.6K
$960K
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-765- 9.2% |
$39.3K - $41.5K
|
7.55K
$391K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-802- 2.78% |
$41.2K - $43.5K
|
28.1K
$1.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-825- 0.2% |
$42.4K - $44.8K
|
415K
$21.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-836- 5.61% |
$42.9K - $45.4K
|
14.1K
$729K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-853- 7.17% |
$43.8K - $46.3K
|
11K
$572K
|
|
|
Oct 15, 2025
Q3 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-854- 1.87% |
$43.9K - $46.3K
|
44.9K
$2.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-871- 13.87% |
$44.7K - $47.3K
|
5.41K
$280K
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-883- 7.8% |
$45.4K - $47.9K
|
10.4K
$540K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-896- 42.95% |
$46K - $48.6K
|
1.19K
$61.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-941- 15.1% |
$48.3K - $51K
|
5.29K
$274K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-997- 9.92% |
$51.2K - $54.1K
|
9.05K
$468K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1K- 4.47% |
$51.4K - $54.3K
|
21.4K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1K- 2.37% |
$51.6K - $54.5K
|
41.3K
$2.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.03K- 8.97% |
$52.8K - $55.7K
|
10.4K
$539K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-1.06K- 0.9% |
$54.3K - $57.3K
|
117K
$6.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.09K- 14.15% |
$55.7K - $58.9K
|
6.58K
$341K
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.09K- 3.11% |
$56K - $59.1K
|
34K
$1.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.1K- 3.05% |
$56.6K - $59.8K
|
35K
$1.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.17K- 6.82% |
$60K - $63.4K
|
16K
$826K
|