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 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-100- 0.83% |
$4.39K - $5.24K
|
11.9K
$618K
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-100- 1.37% |
$4.39K - $5.24K
|
7.21K
$373K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-102- 0.1% |
$4.48K - $5.34K
|
104K
$5.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-104- 1.67% |
$4.57K - $5.45K
|
6.11K
$316K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-109- 2.54% |
$4.79K - $5.71K
|
4.18K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-116- 0.97% |
$5.09K - $6.07K
|
11.9K
$616K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-117- 1.93% |
$5.14K - $6.13K
|
5.94K
$307K
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-117- 0.82% |
$5.14K - $6.13K
|
14.2K
$733K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-120- 1.46% |
$5.27K - $6.28K
|
8.1K
$419K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-127- 29.74% |
$5.58K - $6.65K
|
300
$15.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-129- 1.78% |
$5.67K - $6.76K
|
7.1K
$368K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-137- 1.06% |
$6.02K - $7.17K
|
12.8K
$661K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-148- 0.95% |
$6.5K - $7.75K
|
15.5K
$803K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-148- 0.89% |
$6.5K - $7.75K
|
16.5K
$855K
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-149- 2.66% |
$6.54K - $7.8K
|
5.46K
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-150- 8.27% |
$6.59K - $7.86K
|
1.66K
$86.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-152- 2.3% |
$6.68K - $7.96K
|
6.45K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-158- 1.89% |
$6.94K - $8.27K
|
8.19K
$424K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-163- 6.42% |
$7.16K - $8.54K
|
2.38K
$123K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-165- 13.98% |
$7.25K - $8.64K
|
1.02K
$52.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-165- 0.55% |
$7.25K - $8.64K
|
29.9K
$1.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-165- 0.44% |
$7.25K - $8.64K
|
37K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-169- 1.24% |
$7.42K - $8.85K
|
13.5K
$697K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-173- 1.21% |
$7.6K - $9.06K
|
14.1K
$730K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-174- 3.71% |
$7.64K - $9.11K
|
4.51K
$234K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-175- 2.95% |
$7.69K - $9.16K
|
5.77K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-175- 2.02% |
$7.69K - $9.16K
|
8.5K
$440K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-176- 45.71% |
$7.73K - $9.22K
|
209
$10.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-177- 0.38% |
$7.77K - $9.27K
|
46.5K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-180- 4.21% |
$7.91K - $9.43K
|
4.1K
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-182- 1.31% |
$7.99K - $9.53K
|
13.7K
$709K
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-183- 0.19% |
$8.04K - $9.58K
|
94.8K
$4.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-186- 3.48% |
$8.17K - $9.74K
|
5.16K
$267K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-186- 3.03% |
$8.17K - $9.74K
|
5.95K
$308K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-186- 42.66% |
$8.17K - $9.74K
|
250
$12.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-190- 1.54% |
$8.34K - $9.95K
|
12.2K
$629K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-194- 3.15% |
$8.52K - $10.2K
|
5.96K
$309K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-195- 2.0% |
$8.56K - $10.2K
|
9.55K
$494K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-199- 0.35% |
$8.74K - $10.4K
|
56.1K
$2.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200- 4.93% |
$8.78K - $10.5K
|
3.86K
$200K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-200- 1.24% |
$8.78K - $10.5K
|
15.9K
$822K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-200- 2.78% |
$8.78K - $10.5K
|
7K
$362K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-200- 0.48% |
$8.78K - $10.5K
|
41.1K
$2.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-200- 1.58% |
$8.78K - $10.5K
|
12.5K
$646K
|
|
|
Aug 15, 2025
Q2 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-202- 3.14% |
$8.87K - $10.6K
|
6.22K
$322K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-205- 10.31% |
$9K - $10.7K
|
1.78K
$92.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-207- 0.25% |
$9.09K - $10.8K
|
83.9K
$4.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-209- 0.61% |
$9.18K - $10.9K
|
33.8K
$1.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-213- 0.83% |
$9.35K - $11.2K
|
25.5K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-215- 2.5% |
$9.44K - $11.3K
|
8.37K
$433K
|