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 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.23K- 5.12% |
$63.2K - $66.8K
|
22.8K
$1.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.24K- 2.05% |
$63.9K - $67.5K
|
59.4K
$3.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-1.28K- 12.53% |
$65.8K - $69.4K
|
8.94K
$463K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.29K- 53.68% |
$66.4K - $70.1K
|
1.12K
$57.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.33K- 10.15% |
$68.1K - $71.9K
|
11.7K
$607K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-1.37K- 4.13% |
$70.4K - $74.3K
|
31.8K
$1.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.4K- 18.51% |
$71.9K - $76K
|
6.16K
$319K
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.42K- 1.22% |
$72.7K - $76.8K
|
114K
$5.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.43K- 3.16% |
$73.2K - $77.3K
|
43.7K
$2.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.44K- 3.03% |
$74K - $78.2K
|
46.1K
$2.38M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.56K- 4.05% |
$79.9K - $84.4K
|
36.9K
$1.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.57K- 1.46% |
$80.8K - $85.3K
|
106K
$5.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.58K- 43.65% |
$81.2K - $85.7K
|
2.04K
$106K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.66K- 1.32% |
$85.3K - $90.1K
|
124K
$6.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.72K- 11.33% |
$88.4K - $93.3K
|
13.5K
$697K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.86K- 0.84% |
$95.7K - $101K
|
220K
$11.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-1.89K- 0.54% |
$97.2K - $103K
|
346K
$17.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-2K- 3.64% |
$103K - $109K
|
53K
$2.74M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.31K- 24.63% |
$119K - $125K
|
7.06K
$366K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-2.4K- 16.04% |
$123K - $130K
|
12.6K
$650K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.51K- 13.79% |
$129K - $136K
|
15.7K
$812K
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-2.53K- 17.72% |
$130K - $137K
|
11.8K
$608K
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.54K- 31.4% |
$131K - $138K
|
5.56K
$288K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.65K- 6.14% |
$136K - $143K
|
40.4K
$2.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-2.81K- 2.15% |
$144K - $152K
|
128K
$6.62M
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-2.84K- 19.3% |
$146K - $154K
|
11.9K
$615K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.96K- 14.76% |
$152K - $160K
|
17.1K
$883K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.14K- 0.9% |
$161K - $170K
|
346K
$17.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-3.33K- 36.46% |
$171K - $181K
|
5.8K
$300K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-3.52K- 12.86% |
$181K - $191K
|
23.9K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
SELL
|
- |
-3.59K- 16.48% |
$185K - $195K
|
18.2K
$943K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-3.78K- 43.3% |
$194K - $205K
|
4.94K
$256K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.37K- 2.45% |
$224K - $237K
|
174K
$9M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-4.52K- 7.6% |
$232K - $245K
|
54.9K
$2.84M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.6K- 40.77% |
$236K - $249K
|
6.68K
$346K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-4.71K- 2.1% |
$242K - $255K
|
219K
$11.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.83K- 1.54% |
$248K - $262K
|
309K
$16M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.94K- 2.67% |
$254K - $268K
|
180K
$9.31M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.34K- 2.94% |
$274K - $290K
|
176K
$9.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5.34K- 10.65% |
$274K - $290K
|
44.8K
$2.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-5.47K- 31.37% |
$281K - $297K
|
12K
$619K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-5.49K- 17.73% |
$282K - $298K
|
25.5K
$1.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-5.73K- 0.29% |
$295K - $311K
|
1.94M
$101M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-6.03K- 45.81% |
$310K - $327K
|
7.14K
$369K
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-6.16K- 33.62% |
$317K - $334K
|
12.2K
$630K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
SELL
|
- |
-6.68K- 2.1% |
$343K - $362K
|
311K
$16.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-7.02K- 49.02% |
$361K - $381K
|
7.3K
$378K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-7.2K- 7.98% |
$370K - $391K
|
83K
$4.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-7.25K- 26.52% |
$372K - $393K
|
20.1K
$1.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-8.5K- 60.85% |
$436K - $461K
|
5.47K
$283K
|