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 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
86.6K+ 225.36% |
$4.1M - $4.52M
|
125K
$6.37M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
85.4K+ 17.47% |
$4.04M - $4.46M
|
574K
$29.3M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
84.4KNew |
$3.99M - $4.4M
|
84.4K
$4.3M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
83.5K+ 21.0% |
$3.95M - $4.36M
|
481K
$24.5M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
83.1K+ 16.64% |
$3.93M - $4.34M
|
583K
$29.7M
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
79.2KNew |
$3.75M - $4.13M
|
79.2K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
77.4K+ 61.89% |
$3.66M - $4.04M
|
202K
$10.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
76.5K+ 432.72% |
$3.62M - $3.99M
|
94.2K
$4.8M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
76.2K+ 64.36% |
$3.6M - $3.98M
|
195K
$9.91M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
75K+ 38.32% |
$3.55M - $3.91M
|
271K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
70.7K+ 63.29% |
$3.35M - $3.69M
|
182K
$9.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
70.5K+ 30.44% |
$3.34M - $3.68M
|
302K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
70.4K+ 4.48% |
$3.33M - $3.68M
|
1.64M
$83.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
68.9K+ 1072.32% |
$3.26M - $3.59M
|
75.3K
$3.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
67.9K+ 1533.99% |
$3.21M - $3.54M
|
72.3K
$3.68M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
67.6K+ 78.39% |
$3.2M - $3.53M
|
154K
$7.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
67.5K+ 132.68% |
$3.19M - $3.52M
|
118K
$6.03M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
67.2K+ 46.58% |
$3.18M - $3.51M
|
212K
$10.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
63.6K+ 8.39% |
$3.01M - $3.32M
|
822K
$41.9M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
63.6K+ 41.21% |
$3.01M - $3.32M
|
218K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
59.2KNew |
$2.8M - $3.09M
|
59.2K
$3.01M
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
57.5KNew |
$2.72M - $3M
|
57.5K
$2.93M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
56.1K+ 96.35% |
$2.65M - $2.93M
|
114K
$5.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
55.7KNew |
$2.63M - $2.91M
|
55.7K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
55.5K+ 231.05% |
$2.63M - $2.9M
|
79.5K
$4.05M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
55.3K+ 535.54% |
$2.61M - $2.88M
|
65.6K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
54.3K+ 729.19% |
$2.57M - $2.83M
|
61.7K
$3.14M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
53.9KNew |
$2.55M - $2.81M
|
53.9K
$2.75M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
53.6K+ 63.08% |
$2.54M - $2.8M
|
139K
$7.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
53.5K+ 33.5% |
$2.53M - $2.79M
|
213K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
53.3KNew |
$2.52M - $2.78M
|
53.3K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
53.2K+ 29.49% |
$2.52M - $2.77M
|
233K
$11.9M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
52K+ 743.34% |
$2.46M - $2.72M
|
59K
$3.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
51.9KNew |
$2.46M - $2.71M
|
51.9K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
51.1KNew |
$2.42M - $2.67M
|
51.1K
$2.6M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
50K+ 1903.88% |
$2.37M - $2.61M
|
52.6K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
49.2K+ 803.2% |
$2.33M - $2.57M
|
55.3K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
48.4K+ 349.97% |
$2.29M - $2.53M
|
62.2K
$3.17M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
48.3KNew |
$2.29M - $2.52M
|
48.3K
$2.46M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
47.8KNew |
$2.26M - $2.5M
|
47.8K
$2.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
47.8K+ 390.33% |
$2.26M - $2.49M
|
60K
$3.06M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
47.5K+ 14.3% |
$2.25M - $2.48M
|
379K
$19.3M
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
47.3K+ 75.13% |
$2.24M - $2.47M
|
110K
$5.62M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
46.9K+ 1578.87% |
$2.22M - $2.45M
|
49.9K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
45.9K+ 11.24% |
$2.17M - $2.4M
|
455K
$23.2M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
45.9K+ 38.76% |
$2.17M - $2.4M
|
164K
$8.38M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
45.3K+ 25.8% |
$2.14M - $2.36M
|
221K
$11.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
44.6K+ 5.25% |
$2.11M - $2.33M
|
894K
$45.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.4K+ 9.81% |
$2.1M - $2.32M
|
497K
$25.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
43.9K+ 93.15% |
$2.08M - $2.29M
|
90.9K
$4.63M
|