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 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5+ 7.46% |
$220 - $262
|
72
$3.73K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5+ 0.04% |
$220 - $262
|
12.2K
$632K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4+ 0.03% |
$176 - $209
|
12.1K
$627K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.4% |
$176 - $209
|
1.01K
$52K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4+ 0.03% |
$176 - $209
|
14.8K
$767K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4+ 0.03% |
$176 - $209
|
15K
$776K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$132 - $157
|
12.3K
$636K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.16% |
$132 - $157
|
1.88K
$97.1K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2+ 0.08% |
$87.8 - $105
|
2.59K
$134K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
$87.8 - $105
|
2.6K
$135K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2+ 0.32% |
$87.8 - $105
|
622
$32.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.38% |
$87.8 - $105
|
530
$27.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2+ 0.04% |
$87.8 - $105
|
4.68K
$242K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$87.8 - $105
|
185K
$9.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2+ 0.02% |
$87.8 - $105
|
9.29K
$481K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.35% |
$43.9 - $52.4
|
290
$15K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.15% |
$43.9 - $52.4
|
657
$34K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.4% |
$43.9 - $52.4
|
253
$13.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$43.9 - $52.4
|
6.65K
$344K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 0.21% |
$43.9 - $52.4
|
477
$24.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.08% |
$43.9 - $52.4
|
1.33K
$68.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$43.9 - $52.4
|
28.8K
$1.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$43.9 - $52.4
|
4.62K
$239K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.23% |
$43.9 - $52.4
|
438
$22.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1+ 0.01% |
$43.9 - $52.4
|
9.1K
$471K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.12% |
$43.9 - $52.4
|
851
$44K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$43.9 - $52.4
|
6.84K
$354K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2- 0.02% |
$87.8 - $105
|
12K
$621K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-2- 0.04% |
$87.8 - $105
|
5.25K
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-4- 2.55% |
$176 - $209
|
153
$7.92K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-4- 0.05% |
$176 - $209
|
7.37K
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-4- 0.05% |
$176 - $209
|
8.83K
$457K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-10- 2.74% |
$439 - $524
|
355
$18.4K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-11- 1.39% |
$483 - $576
|
778
$40.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-12- 0.24% |
$527 - $628
|
4.92K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-12- 0.08% |
$527 - $628
|
15.5K
$802K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-13- 0.31% |
$571 - $681
|
4.21K
$218K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-15- 0.16% |
$659 - $786
|
9.64K
$499K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-18- 0.06% |
$791 - $943
|
32K
$1.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-18- 0.16% |
$791 - $943
|
10.9K
$566K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-20- 0.29% |
$878 - $1.05K
|
6.99K
$362K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-20- 0.11% |
$878 - $1.05K
|
17.5K
$908K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-20- 0.45% |
$878 - $1.05K
|
4.38K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-20- 0.29% |
$878 - $1.05K
|
6.96K
$360K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-23- 0.34% |
$1.01K - $1.2K
|
6.82K
$353K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-24- 20.17% |
$1.05K - $1.26K
|
95
$4.92K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
SELL
|
- |
-26- 0.49% |
$1.14K - $1.36K
|
5.26K
$272K
|