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 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
25.3K+ 86.75% |
$1.2M - $1.32M
|
54.4K
$2.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
25K+ 6.22% |
$1.19M - $1.31M
|
428K
$21.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
24.6KNew |
$1.17M - $1.29M
|
24.6K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
24.6K+ 165.66% |
$1.17M - $1.29M
|
39.5K
$2.01M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
24.6K+ 24.28% |
$1.16M - $1.28M
|
126K
$6.41M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
24.3K+ 3.12% |
$1.15M - $1.27M
|
805K
$41M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24.1K+ 38.42% |
$1.14M - $1.26M
|
86.8K
$4.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
24KNew |
$1.14M - $1.25M
|
24K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
24KNew |
$1.14M - $1.25M
|
24K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
24KNew |
$1.14M - $1.25M
|
24K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
23.6KNew |
$1.12M - $1.23M
|
23.6K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
23.5KNew |
$1.11M - $1.23M
|
23.5K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
23.4K+ 156.0% |
$1.11M - $1.22M
|
38.4K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
23.2K+ 22.61% |
$1.1M - $1.21M
|
126K
$6.4M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
22.9KNew |
$1.08M - $1.19M
|
22.9K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
21.6KNew |
$1.02M - $1.13M
|
21.6K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
20.9KNew |
$989K - $1.09M
|
20.9K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
20.4KNew |
$965K - $1.06M
|
20.4K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
20.3K+ 119.43% |
$961K - $1.06M
|
37.3K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20K+ 4.31% |
$948K - $1.05M
|
485K
$24.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
20K+ 66.67% |
$946K - $1.04M
|
50K
$2.55M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
19.8K+ 87.34% |
$935K - $1.03M
|
42.4K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.3K+ 6.83% |
$914K - $1.01M
|
302K
$15.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
19.2K+ 95.95% |
$909K - $1M
|
39.2K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
18.9KNew |
$895K - $987K
|
18.9K
$964K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
18.8K+ 94.27% |
$888K - $980K
|
38.7K
$1.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
18.7K+ 284.73% |
$886K - $977K
|
25.3K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.6K+ 5.94% |
$882K - $972K
|
332K
$16.9M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
18.2K+ 3.3% |
$863K - $951K
|
571K
$29.1M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
18.2KNew |
$861K - $949K
|
18.2K
$927K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
18.1KNew |
$856K - $944K
|
18.1K
$922K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
18.1KNew |
$856K - $944K
|
18.1K
$922K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
17.9KNew |
$849K - $936K
|
17.9K
$914K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17.5K+ 11.08% |
$826K - $911K
|
175K
$8.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
17.3K+ 87.76% |
$819K - $903K
|
37K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
17.1K+ 237.3% |
$811K - $894K
|
24.4K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16.8K+ 36.58% |
$794K - $876K
|
62.7K
$3.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
16.5K+ 51.56% |
$783K - $863K
|
48.6K
$2.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
16.4K+ 11.48% |
$774K - $853K
|
159K
$8.09M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
16.3K+ 136.55% |
$772K - $852K
|
28.3K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
16.3K+ 24.34% |
$771K - $850K
|
83.2K
$4.24M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16.2K+ 57.07% |
$767K - $846K
|
44.6K
$2.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
16.1KNew |
$763K - $841K
|
16.1K
$821K
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
16.1K+ 3.34% |
$761K - $840K
|
498K
$25.4M
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
16.1K+ 231.65% |
$761K - $839K
|
23K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
16KNew |
$758K - $836K
|
16K
$816K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
16K+ 19.72% |
$758K - $836K
|
97.2K
$4.95M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
15.9KNew |
$753K - $831K
|
15.9K
$811K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
15.7K+ 265.47% |
$743K - $820K
|
21.6K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
15.4K+ 252.37% |
$731K - $806K
|
21.6K
$1.1M
|