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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
43.5K+ 132.33% |
$2.06M - $2.27M
|
76.4K
$3.89M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
43.1KNew |
$2.04M - $2.25M
|
43.1K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
43.1K+ 26.91% |
$2.04M - $2.25M
|
203K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
42.8KNew |
$2.02M - $2.23M
|
42.8K
$2.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
42.7KNew |
$2.02M - $2.23M
|
42.7K
$2.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
41.3K+ 648.38% |
$1.95M - $2.15M
|
47.6K
$2.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
40.6K+ 20.66% |
$1.92M - $2.12M
|
237K
$12.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
40.3K+ 13.43% |
$1.9M - $2.1M
|
340K
$17.3M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
40.2K+ 274.07% |
$1.9M - $2.1M
|
54.8K
$2.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
39.5K+ 545.07% |
$1.87M - $2.06M
|
46.7K
$2.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
39.5K+ 109.12% |
$1.87M - $2.06M
|
75.6K
$3.85M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
39.4K+ 54.37% |
$1.87M - $2.06M
|
112K
$5.7M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
39.2KNew |
$1.85M - $2.04M
|
39.2K
$2M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
39.2K+ 215.73% |
$1.85M - $2.04M
|
57.3K
$2.92M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
38.9K+ 10.54% |
$1.84M - $2.03M
|
408K
$20.8M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
38.9K+ 16.28% |
$1.84M - $2.03M
|
278K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
38.6KNew |
$1.82M - $2.01M
|
38.6K
$1.97M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
38.3K+ 6.47% |
$1.81M - $2M
|
631K
$32.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
37.2K+ 8.78% |
$1.76M - $1.94M
|
460K
$23.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
37K+ 10.82% |
$1.75M - $1.93M
|
379K
$19.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
36.4K+ 18123.88% |
$1.72M - $1.9M
|
36.6K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
35.9KNew |
$1.7M - $1.87M
|
35.9K
$1.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
35.6K+ 35.14% |
$1.68M - $1.86M
|
137K
$6.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
35.5K+ 42.49% |
$1.68M - $1.85M
|
119K
$6.06M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
34.2K+ 285.3% |
$1.62M - $1.78M
|
46.2K
$2.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
34K+ 7.03% |
$1.61M - $1.77M
|
518K
$26.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
33.9K+ 1.67% |
$1.61M - $1.77M
|
2.06M
$105M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33.9K+ 4.82% |
$1.61M - $1.77M
|
738K
$37.6M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
33.6K+ 12.61% |
$1.59M - $1.76M
|
301K
$15.3M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
33.3KNew |
$1.57M - $1.74M
|
33.3K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.2K+ 10.11% |
$1.57M - $1.74M
|
362K
$18.5M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
33K+ 31.91% |
$1.56M - $1.72M
|
136K
$6.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
32.8K+ 11.34% |
$1.55M - $1.71M
|
322K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.7K+ 11.73% |
$1.55M - $1.71M
|
312K
$15.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
32.6K+ 141.48% |
$1.54M - $1.7M
|
55.6K
$2.84M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
32.4K+ 36.82% |
$1.53M - $1.69M
|
120K
$6.13M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
32.3K+ 114.42% |
$1.53M - $1.68M
|
60.5K
$3.08M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
32K+ 69.02% |
$1.51M - $1.67M
|
78.3K
$3.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
30.7K+ 7.31% |
$1.45M - $1.6M
|
450K
$22.9M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30.4K+ 44.42% |
$1.44M - $1.59M
|
98.8K
$5.03M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
30.2K+ 11.46% |
$1.43M - $1.58M
|
294K
$15M
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
29.3KNew |
$1.39M - $1.53M
|
29.3K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
29KNew |
$1.37M - $1.51M
|
29K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
28.9KNew |
$1.37M - $1.51M
|
28.9K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
27.9K+ 1.78% |
$1.32M - $1.46M
|
1.6M
$81.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
26.8K+ 31.3% |
$1.27M - $1.4M
|
112K
$5.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
25.8KNew |
$1.22M - $1.35M
|
25.8K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
25.7K+ 67.69% |
$1.22M - $1.34M
|
63.6K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
25.5K+ 78.48% |
$1.21M - $1.33M
|
58.1K
$2.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
25.3K+ 14.36% |
$1.2M - $1.32M
|
202K
$10.3M
|