Purchases and Sales Made in Q1 2025 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.1M+ 37.68% |
$1.94B - $2.14B
|
150M
$7.64B
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.3M+ 261.91% |
$1.67B - $1.84B
|
48.7M
$2.48B
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.84M+ 390.53% |
$465M - $513M
|
12.4M
$630M
|
|
|
May 13, 2025
Q1 2025
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
5.14MNew |
$243M - $268M
|
5.14M
$262M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.96M+ 4.31% |
$187M - $206M
|
95.7M
$4.88B
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.22M+ 536.29% |
$152M - $168M
|
3.82M
$195M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
3M+ 4356.38% |
$142M - $156M
|
3.07M
$156M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.86M+ 14.44% |
$135M - $149M
|
22.6M
$1.15B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.35M+ 17.62% |
$111M - $123M
|
15.7M
$800M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.1M+ 11.05% |
$99.2M - $109M
|
21.1M
$1.07B
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.03M+ 4104.74% |
$95.9M - $106M
|
2.08M
$106M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
1.85M+ 144.28% |
$87.4M - $96.3M
|
3.13M
$159M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.61MNew |
$76.4M - $84.3M
|
1.61M
$82.3M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.45MNew |
$68.6M - $75.6M
|
1.45M
$73.8M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.43M+ 30.58% |
$67.7M - $74.6M
|
6.11M
$311M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.33M+ 12.91% |
$63.1M - $69.6M
|
11.7M
$594M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.29M+ 200.84% |
$61.1M - $67.4M
|
1.93M
$98.5M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.27M+ 60.09% |
$60.1M - $66.2M
|
3.38M
$172M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.09MNew |
$51.8M - $57.1M
|
1.09M
$55.8M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
1.08MNew |
$50.9M - $56.1M
|
1.08M
$54.8M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.04M+ 50.48% |
$49.4M - $54.5M
|
3.11M
$159M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
953K+ 4.29% |
$45.1M - $49.7M
|
23.2M
$1.18B
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
911K+ 14.48% |
$43.1M - $47.5M
|
7.2M
$367M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
841K+ 137.2% |
$39.8M - $43.9M
|
1.45M
$74.1M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
791K+ 13033.71% |
$37.4M - $41.3M
|
797K
$40.6M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
741K+ 1422.3% |
$35.1M - $38.7M
|
793K
$40.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Marks Wealth, LLC
|
BUY
|
- |
666KNew |
$31.5M - $34.8M
|
666K
$33.9M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
658K+ 137.3% |
$31.1M - $34.3M
|
1.14M
$57.9M
|
|
|
May 13, 2025
Q1 2025
|
Tiff Advisory Services Inc
|
BUY
|
- |
642K+ 65.66% |
$30.4M - $33.5M
|
1.62M
$82.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
BUY
|
- |
629KNew |
$29.8M - $32.8M
|
629K
$32.1M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
620K+ 5045.5% |
$29.3M - $32.3M
|
632K
$32.2M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
593K+ 42.56% |
$28.1M - $31M
|
1.99M
$101M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
585K+ 4881.0% |
$27.7M - $30.5M
|
597K
$30.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
544K+ 30.32% |
$25.7M - $28.4M
|
2.34M
$119M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
525K+ 119.61% |
$24.8M - $27.4M
|
964K
$49.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
521K+ 1788.23% |
$24.7M - $27.2M
|
550K
$28M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
517K+ 2468.34% |
$24.5M - $27M
|
538K
$27.4M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
502K+ 4024.7% |
$23.7M - $26.2M
|
514K
$26.2M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
442K+ 15.52% |
$20.9M - $23.1M
|
3.29M
$168M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
432K+ 28.25% |
$20.4M - $22.6M
|
1.96M
$100M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
423K+ 9.86% |
$20M - $22.1M
|
4.71M
$240M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
396K+ 0.7% |
$18.7M - $20.7M
|
56.9M
$2.9B
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
372KNew |
$17.6M - $19.4M
|
372K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
364K+ 87.78% |
$17.2M - $19M
|
778K
$39.7M
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
336K+ 2680.04% |
$15.9M - $17.5M
|
349K
$17.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
334K+ 22.54% |
$15.8M - $17.4M
|
1.82M
$92.6M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
308K+ 56.16% |
$14.6M - $16.1M
|
856K
$43.6M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
302KNew |
$14.3M - $15.8M
|
302K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
292K+ 442.1% |
$13.8M - $15.2M
|
358K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
268KNew |
$12.7M - $14M
|
268K
$13.6M
|