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
|
Goodman Advisory Group, LLC
|
BUY
|
- |
15.4KNew |
$728K - $803K
|
15.4K
$784K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
15.1KNew |
$716K - $790K
|
15.1K
$771K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
15K+ 36.51% |
$712K - $785K
|
56.2K
$2.87M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
15K+ 273.76% |
$711K - $784K
|
20.5K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
14.9KNew |
$706K - $779K
|
14.9K
$761K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.8K+ 2.23% |
$703K - $775K
|
681K
$34.7M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.8K+ 57.75% |
$702K - $775K
|
40.5K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
14.8K+ 36.34% |
$700K - $772K
|
55.5K
$2.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
14.8K+ 2.45% |
$699K - $771K
|
618K
$31.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.7K+ 12.76% |
$695K - $767K
|
130K
$6.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
14.7K+ 219.2% |
$695K - $766K
|
21.4K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14.6K+ 7.4% |
$689K - $760K
|
211K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
14.5K+ 10.3% |
$685K - $755K
|
155K
$7.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
14.4K+ 27.68% |
$684K - $754K
|
66.6K
$3.4M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
14.3K+ 6.99% |
$678K - $748K
|
219K
$11.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
14.3K+ 6.6% |
$677K - $747K
|
231K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
14.2KNew |
$673K - $743K
|
14.2K
$725K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
14.2K+ 146.16% |
$672K - $741K
|
23.9K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
BUY
|
- |
14K+ 11.08% |
$665K - $733K
|
141K
$7.18M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
13.9K+ 3.64% |
$658K - $725K
|
395K
$20.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
13.9K+ 2.17% |
$657K - $725K
|
653K
$33.3M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
13.7K+ 77.94% |
$650K - $717K
|
31.4K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
13.7K+ 41.52% |
$649K - $715K
|
46.7K
$2.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
13.6K+ 11.03% |
$644K - $711K
|
137K
$6.99M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
13.6K+ 29.01% |
$643K - $709K
|
60.4K
$3.08M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
13.6KNew |
$642K - $708K
|
13.6K
$691K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.6K+ 0.08% |
$642K - $708K
|
16M
$817M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.4K+ 54.34% |
$636K - $701K
|
38.2K
$1.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
13.3KNew |
$630K - $694K
|
13.3K
$678K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
13.3K+ 83.8% |
$630K - $694K
|
29.2K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
13.3KNew |
$628K - $692K
|
13.3K
$676K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.1K+ 25.68% |
$622K - $686K
|
64.3K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
13K+ 67.49% |
$616K - $680K
|
32.3K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
13KNew |
$615K - $678K
|
13K
$662K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.9KNew |
$609K - $671K
|
12.9K
$656K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
12.8K+ 4.24% |
$607K - $670K
|
315K
$16.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.8K+ 13.24% |
$607K - $669K
|
110K
$5.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.4K+ 3.65% |
$588K - $648K
|
353K
$18M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
12.4K+ 50.13% |
$587K - $647K
|
37.1K
$1.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12.3K+ 82.93% |
$583K - $643K
|
27.2K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12.3K+ 8.79% |
$580K - $640K
|
152K
$7.73M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
12.2K+ 11.91% |
$578K - $638K
|
115K
$5.85M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12.2KNew |
$577K - $637K
|
12.2K
$622K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.2K+ 7.01% |
$576K - $636K
|
186K
$9.48M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
12.1K+ 50.12% |
$573K - $632K
|
36.3K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
12.1K+ 517.71% |
$573K - $632K
|
14.4K
$736K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
11.8K+ 4.98% |
$559K - $616K
|
249K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
11.8K+ 6.09% |
$558K - $615K
|
205K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
11.7K+ 153.27% |
$555K - $612K
|
19.4K
$987K
|
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
11.6K+ 2.45% |
$548K - $604K
|
484K
$24.7M
|