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 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-7.63K- 2.02% |
$361K - $398K
|
370K
$19.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-7.64K- 3.61% |
$362K - $399K
|
204K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-7.66K- 4.0% |
$362K - $400K
|
184K
$9.68M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-8K- 21.21% |
$378K - $417K
|
29.7K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-8.14K- 25.12% |
$385K - $425K
|
24.3K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-8.41K- 27.35% |
$398K - $439K
|
22.3K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-8.49K- 22.32% |
$402K - $443K
|
29.5K
$1.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-8.51K- 8.08% |
$403K - $444K
|
96.8K
$5.1M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-8.89K- 6.07% |
$420K - $464K
|
137K
$7.24M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-8.97K- 27.64% |
$425K - $468K
|
23.5K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-9.02K- 5.96% |
$427K - $471K
|
142K
$7.5M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-9.43K- 41.54% |
$446K - $492K
|
13.3K
$699K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-9.49K- 50.93% |
$449K - $495K
|
9.14K
$482K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.5K- 4.58% |
$450K - $496K
|
198K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-9.88K- 10.52% |
$468K - $516K
|
84.1K
$4.43M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-10K- 15.38% |
$473K - $522K
|
55K
$2.9M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-10.1K- 1.28% |
$479K - $529K
|
780K
$41.1M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.2K- 4.64% |
$482K - $532K
|
209K
$11M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-10.9K- 23.31% |
$516K - $569K
|
35.9K
$1.89M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-10.9K- 14.12% |
$518K - $571K
|
66.5K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11K- 8.15% |
$522K - $576K
|
124K
$6.55M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-11.2K- 46.52% |
$531K - $586K
|
12.9K
$679K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11.3K- 10.91% |
$533K - $588K
|
92K
$4.84M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-11.3K- 25.43% |
$534K - $589K
|
33.1K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-11.3K- 23.35% |
$534K - $589K
|
37K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-11.3K- 56.32% |
$537K - $592K
|
8.8K
$464K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.5K- 17.03% |
$545K - $602K
|
56.2K
$2.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-11.6K- 4.5% |
$550K - $606K
|
247K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-11.7K- 5.9% |
$554K - $611K
|
187K
$9.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.9K- 8.51% |
$564K - $622K
|
128K
$6.75M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-12K- 23.36% |
$567K - $625K
|
39.3K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-12K- 9.97% |
$568K - $627K
|
108K
$5.72M
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-12.4K- 13.06% |
$585K - $645K
|
82.3K
$4.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-12.9K- 61.48% |
$610K - $673K
|
8.08K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-13.2K- 10.67% |
$627K - $691K
|
111K
$5.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
SELL
|
- |
-13.4K- 27.48% |
$636K - $702K
|
35.5K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-13.6K- 76.59% |
$642K - $708K
|
4.15K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-13.6K- 18.4% |
$644K - $710K
|
60.3K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.7K- 16.53% |
$650K - $717K
|
69.3K
$3.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-14.8K- 91.44% |
$698K - $770K
|
1.38K
$72.8K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-14.8KClosed |
$700K - $772K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-14.9K- 22.15% |
$706K - $779K
|
52.5K
$2.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-15K- 1.91% |
$707K - $780K
|
766K
$40.3M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-15.1K- 2.11% |
$715K - $789K
|
703K
$37M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15.2K- 9.46% |
$719K - $793K
|
145K
$7.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-16K- 69.54% |
$757K - $835K
|
7.01K
$369K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-16.1K- 13.18% |
$762K - $840K
|
106K
$5.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-16.3K- 77.99% |
$771K - $850K
|
4.6K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-16.6K- 1.57% |
$784K - $865K
|
1.04M
$54.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-16.7K- 7.02% |
$788K - $869K
|
221K
$11.6M
|