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 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
261K+ 151.62% |
$12.4M - $13.6M
|
434K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
257K+ 152.94% |
$12.2M - $13.4M
|
425K
$21.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
238K+ 19.76% |
$11.3M - $12.4M
|
1.44M
$73.6M
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
234K+ 38.35% |
$11.1M - $12.2M
|
844K
$43M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
231K+ 3981.21% |
$10.9M - $12.1M
|
237K
$12.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
225KNew |
$10.6M - $11.7M
|
225K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
223K+ 15.3% |
$10.5M - $11.6M
|
1.68M
$85.6M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
215K+ 10.4% |
$10.2M - $11.2M
|
2.28M
$116M
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
211K+ 221.64% |
$10M - $11M
|
307K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
211K+ 9.45% |
$9.98M - $11M
|
2.44M
$125M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
197K+ 55.12% |
$9.3M - $10.3M
|
553K
$28.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
194K+ 1.93% |
$9.17M - $10.1M
|
10.2M
$521M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
190K+ 50.71% |
$9.01M - $9.94M
|
566K
$28.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
189K+ 2176.24% |
$8.96M - $9.89M
|
198K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
179K+ 58.11% |
$8.49M - $9.37M
|
488K
$24.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
177K+ 281.22% |
$8.35M - $9.21M
|
239K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
176K+ 16.86% |
$8.33M - $9.19M
|
1.22M
$62.2M
|
|
|
May 15, 2025
Q1 2025
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
175KNew |
$8.28M - $9.13M
|
175K
$8.92M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
171K+ 84.27% |
$8.1M - $8.93M
|
374K
$19.1M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
162K+ 35.7% |
$7.64M - $8.43M
|
614K
$31.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
156K+ 10.63% |
$7.4M - $8.16M
|
1.63M
$82.9M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
152KNew |
$7.21M - $7.96M
|
152K
$7.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
152K+ 20.04% |
$7.18M - $7.92M
|
909K
$46.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
151KNew |
$7.17M - $7.91M
|
151K
$7.72M
|
|
|
May 12, 2025
Q1 2025
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
BUY
|
- |
151KNew |
$7.14M - $7.88M
|
151K
$7.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
151K+ 759.58% |
$7.14M - $7.88M
|
171K
$8.7M
|
|
|
May 15, 2025
Q1 2025
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
150KNew |
$7.1M - $7.83M
|
150K
$7.64M
|
|
|
May 15, 2025
Q1 2025
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
150KNew |
$7.08M - $7.81M
|
150K
$7.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
143KNew |
$6.78M - $7.48M
|
143K
$7.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
143KNew |
$6.78M - $7.47M
|
143K
$7.3M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
142K+ 65.09% |
$6.7M - $7.39M
|
359K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
Goldentree Asset Management LP
New York, NY |
BUY
|
- |
139KNew |
$6.58M - $7.25M
|
139K
$7.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
138K+ 834.82% |
$6.55M - $7.22M
|
155K
$7.9M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
130KNew |
$6.15M - $6.78M
|
130K
$6.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
116K+ 11812.88% |
$5.51M - $6.08M
|
117K
$5.99M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
111K+ 97.52% |
$5.24M - $5.78M
|
224K
$11.4M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
109K+ 237.71% |
$5.16M - $5.69M
|
155K
$7.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
104K+ 914.38% |
$4.92M - $5.43M
|
115K
$5.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
104KNew |
$4.92M - $5.42M
|
104K
$5.29M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
103K+ 47.39% |
$4.89M - $5.39M
|
321K
$16.4M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
103KNew |
$4.89M - $5.39M
|
103K
$5.26M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
100K+ 88.37% |
$4.74M - $5.23M
|
213K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
99.9K+ 235.36% |
$4.73M - $5.22M
|
142K
$7.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
98K+ 5.41% |
$4.64M - $5.11M
|
1.91M
$97.3M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
97.5K+ 4.35% |
$4.61M - $5.09M
|
2.34M
$119M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
97KNew |
$4.59M - $5.06M
|
97K
$4.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
93.3KNew |
$4.41M - $4.87M
|
93.3K
$4.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
92.8K+ 99.7% |
$4.39M - $4.84M
|
186K
$9.47M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
92.7KNew |
$4.39M - $4.84M
|
92.7K
$4.72M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
88.5K+ 30.71% |
$4.19M - $4.62M
|
377K
$19.2M
|