Purchases and Sales Made in Q2 2025 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
314+ 7.27% |
$13.8K - $16.4K
|
4.64K
$248K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
311+ 1.88% |
$13.7K - $16.3K
|
16.8K
$902K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
311+ 0.89% |
$13.7K - $16.3K
|
35.3K
$1.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
303+ 30.03% |
$13.3K - $15.9K
|
1.31K
$70.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
300+ 0.7% |
$13.2K - $15.7K
|
43.2K
$2.31M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
300New |
$13.2K - $15.7K
|
300
$16.1K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
300+ 2.02% |
$13.2K - $15.7K
|
15.1K
$811K
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
297+ 4.14% |
$13K - $15.6K
|
7.47K
$400K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
289+ 1.9% |
$12.7K - $15.1K
|
15.5K
$830K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
281+ 1.66% |
$12.3K - $14.7K
|
17.2K
$922K
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
280+ 1.65% |
$12.3K - $14.7K
|
17.3K
$925K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
279+ 0.56% |
$12.3K - $14.6K
|
50.2K
$2.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
278+ 0.63% |
$12.2K - $14.6K
|
44.5K
$2.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
277+ 15.54% |
$12.2K - $14.5K
|
2.06K
$110K
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
275+ 3.43% |
$12.1K - $14.4K
|
8.29K
$444K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
272+ 0.6% |
$11.9K - $14.2K
|
45.7K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
259+ 0.7% |
$11.4K - $13.6K
|
37.2K
$1.99M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
245+ 2.47% |
$10.8K - $12.8K
|
10.2K
$545K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
233New |
$10.2K - $12.2K
|
233
$12.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
231+ 4.07% |
$10.1K - $12.1K
|
5.91K
$317K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
229+ 1.61% |
$10.1K - $12K
|
14.4K
$772K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
228+ 22.16% |
$10K - $11.9K
|
1.26K
$67.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
227+ 2.0% |
$9.97K - $11.9K
|
11.6K
$622K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
226+ 2.12% |
$9.93K - $11.8K
|
10.9K
$584K
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
224+ 0.4% |
$9.84K - $11.7K
|
56.6K
$3.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
207+ 1.34% |
$9.09K - $10.8K
|
15.7K
$841K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
207New |
$9.09K - $10.8K
|
207
$11.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
203+ 4.71% |
$8.92K - $10.6K
|
4.52K
$242K
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
200+ 1.2% |
$8.78K - $10.5K
|
16.9K
$906K
|
|
|
Aug 14, 2025
Q2 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 0.57% |
$8.78K - $10.5K
|
35.4K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
197+ 1.53% |
$8.65K - $10.3K
|
13.1K
$701K
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
197+ 0.11% |
$8.65K - $10.3K
|
172K
$9.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
182+ 0.62% |
$7.99K - $9.53K
|
29.5K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
181+ 2.33% |
$7.95K - $9.48K
|
7.94K
$426K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
175+ 3.55% |
$7.69K - $9.16K
|
5.1K
$273K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
174+ 1.11% |
$7.64K - $9.11K
|
15.8K
$846K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
172+ 2.27% |
$7.55K - $9.01K
|
7.75K
$415K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
171+ 3.43% |
$7.51K - $8.96K
|
5.16K
$276K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
169+ 0.33% |
$7.42K - $8.85K
|
50.7K
$2.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
166New |
$7.29K - $8.69K
|
166
$8.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
166+ 0.7% |
$7.29K - $8.69K
|
23.7K
$1.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
157+ 1.7% |
$6.9K - $8.22K
|
9.41K
$504K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
150+ 7.18% |
$6.59K - $7.86K
|
2.24K
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
145+ 2.44% |
$6.37K - $7.59K
|
6.09K
$326K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
142+ 3.01% |
$6.24K - $7.44K
|
4.86K
$260K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
141+ 30.32% |
$6.19K - $7.38K
|
606
$32.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
141New |
$6.19K - $7.38K
|
141
$7.56K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
140+ 0.4% |
$6.15K - $7.33K
|
35.5K
$1.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
137+ 1.46% |
$6.02K - $7.17K
|
9.51K
$510K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
133+ 1.35% |
$5.84K - $6.97K
|
9.96K
$534K
|