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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
5.91K+ 13.79% |
$260K - $310K
|
48.8K
$2.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
5.88K+ 3.88% |
$258K - $308K
|
157K
$8.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.54K+ 80.57% |
$243K - $290K
|
12.4K
$651K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
5.27K+ 32.23% |
$231K - $276K
|
21.6K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.61K+ 1.02% |
$202K - $241K
|
456K
$23.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.61K+ 22.05% |
$202K - $241K
|
25.5K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
4.52KNew |
$199K - $237K
|
4.52K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
4.5KNew |
$198K - $236K
|
4.5K
$236K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.29KNew |
$188K - $225K
|
4.29K
$225K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.28KNew |
$188K - $224K
|
4.28K
$225K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.19KNew |
$184K - $220K
|
4.19K
$220K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
4.1KNew |
$180K - $215K
|
4.1K
$215K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
4.03K+ 31.66% |
$177K - $211K
|
16.8K
$880K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
3.99K+ 3.4% |
$175K - $209K
|
121K
$6.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3.96KNew |
$174K - $208K
|
3.96K
$208K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
3.89KNew |
$171K - $204K
|
3.89K
$204K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
3.84KNew |
$169K - $201K
|
3.84K
$202K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.64K+ 11.16% |
$160K - $191K
|
36.3K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.28K+ 4.52% |
$144K - $172K
|
75.9K
$3.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.96K+ 2.14% |
$130K - $155K
|
142K
$7.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.9K+ 1.9% |
$127K - $152K
|
155K
$8.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.52K+ 99.21% |
$110K - $132K
|
5.05K
$265K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.41K+ 0.29% |
$106K - $126K
|
825K
$43.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2.41K+ 2.25% |
$106K - $126K
|
109K
$5.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
2.4KNew |
$105K - $126K
|
2.4K
$126K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.17K+ 1465.54% |
$95.3K - $114K
|
2.32K
$122K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.08K+ 11.36% |
$91.3K - $109K
|
20.4K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.06K+ 21.21% |
$90.5K - $108K
|
11.8K
$618K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.01K+ 16.64% |
$88.3K - $105K
|
14.1K
$740K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.93K+ 23.21% |
$84.5K - $101K
|
10.2K
$536K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.9K+ 4.69% |
$83.6K - $99.7K
|
42.5K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.8K+ 6.97% |
$79.1K - $94.4K
|
27.7K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.8K+ 5.1% |
$78.8K - $94K
|
37K
$1.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.76K+ 3.13% |
$77.5K - $92.4K
|
58K
$3.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.75K+ 10.67% |
$76.9K - $91.6K
|
18.1K
$952K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.66K+ 5.02% |
$72.8K - $86.8K
|
34.7K
$1.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.55K+ 101.57% |
$68.3K - $81.4K
|
3.08K
$162K
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.54K+ 25.4% |
$67.7K - $80.7K
|
7.61K
$399K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 7.26% |
$67.6K - $80.6K
|
22.8K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.47K+ 1.34% |
$64.6K - $77K
|
111K
$5.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.47K+ 0.43% |
$64.5K - $76.9K
|
341K
$17.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.47K+ 35.59% |
$64.5K - $76.9K
|
5.59K
$294K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.39K+ 2.85% |
$60.8K - $72.5K
|
50K
$2.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.2K+ 15.3% |
$52.7K - $62.8K
|
9.04K
$475K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
1.15K+ 5.62% |
$50.4K - $60.1K
|
21.6K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.13K+ 6.07% |
$49.6K - $59.2K
|
19.8K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.13K+ 0.98% |
$49.5K - $59.1K
|
116K
$6.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.1K+ 6.45% |
$48.2K - $57.5K
|
18.1K
$952K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.07K+ 24.45% |
$46.8K - $55.8K
|
5.42K
$284K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1K+ 6.2% |
$43.9K - $52.4K
|
17.1K
$899K
|