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 05, 2025
Q2 2025
|
Marion Wealth Management
|
SELL
|
- |
-26- 0.49% |
$1.14K - $1.36K
|
5.26K
$272K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-30- 0.59% |
$1.32K - $1.57K
|
5.05K
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-32- 0.41% |
$1.41K - $1.68K
|
7.7K
$398K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-33- 0.8% |
$1.45K - $1.73K
|
4.12K
$213K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-33- 0.09% |
$1.45K - $1.73K
|
35.3K
$1.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-36- 0.29% |
$1.58K - $1.89K
|
12.2K
$632K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
SELL
|
- |
-40- 0.18% |
$1.76K - $2.09K
|
22.7K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-40- 1.69% |
$1.76K - $2.09K
|
2.33K
$120K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-43- 0.21% |
$1.89K - $2.25K
|
20K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-45- 0.88% |
$1.98K - $2.36K
|
5.06K
$262K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-47- 0.71% |
$2.06K - $2.46K
|
6.57K
$340K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 12.66% |
$2.2K - $2.62K
|
345
$17.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-50- 0.27% |
$2.2K - $2.62K
|
18.3K
$949K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-50- 1.41% |
$2.2K - $2.62K
|
3.51K
$181K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-50- 1.45% |
$2.2K - $2.62K
|
3.39K
$176K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-50- 4.86% |
$2.2K - $2.62K
|
978
$50.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-50- 18.66% |
$2.2K - $2.62K
|
218
$11.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-51- 0.34% |
$2.24K - $2.67K
|
15K
$776K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-51- 9.57% |
$2.24K - $2.67K
|
482
$24.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-52- 0.68% |
$2.28K - $2.72K
|
7.56K
$391K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-54- 0.1% |
$2.37K - $2.83K
|
53K
$2.74M
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-55- 1.18% |
$2.42K - $2.88K
|
4.62K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-55- 1.12% |
$2.42K - $2.88K
|
4.87K
$252K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-56- 0.42% |
$2.46K - $2.93K
|
13.4K
$694K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-57- 0.18% |
$2.5K - $2.99K
|
31.7K
$1.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-61- 0.94% |
$2.68K - $3.19K
|
6.4K
$331K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-62- 6.2% |
$2.72K - $3.25K
|
938
$48.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-62- 0.53% |
$2.72K - $3.25K
|
11.6K
$598K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-63- 0.16% |
$2.77K - $3.3K
|
38.3K
$1.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-66- 0.27% |
$2.9K - $3.46K
|
24.2K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-66- 1.62% |
$2.9K - $3.46K
|
4K
$207K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-68- 1.66% |
$2.99K - $3.56K
|
4.04K
$209K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-70- 55.12% |
$3.07K - $3.67K
|
57
$2.95K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-76- 55.88% |
$3.34K - $3.98K
|
60
$3.11K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-77- 0.53% |
$3.38K - $4.03K
|
14.3K
$742K
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-78- 0.69% |
$3.43K - $4.08K
|
11.2K
$579K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-80- 2.66% |
$3.51K - $4.19K
|
2.93K
$152K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-82- 0.69% |
$3.6K - $4.29K
|
11.8K
$612K
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-83- 1.35% |
$3.65K - $4.35K
|
6.07K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-85- 0.25% |
$3.73K - $4.45K
|
33.4K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-87- 0.28% |
$3.82K - $4.56K
|
30.9K
$1.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-87- 1.2% |
$3.82K - $4.56K
|
7.14K
$369K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-91- 1.2% |
$4K - $4.77K
|
7.51K
$389K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-91- 1.6% |
$4K - $4.77K
|
5.6K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-94- 2.16% |
$4.13K - $4.92K
|
4.25K
$220K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-97- 0.58% |
$4.26K - $5.08K
|
16.7K
$866K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-100- 1.33% |
$4.39K - $5.24K
|
7.4K
$383K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-100- 0.75% |
$4.39K - $5.24K
|
13.2K
$682K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-100Closed |
$4.39K - $5.24K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 3.46% |
$4.39K - $5.24K
|
2.79K
$144K
|