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 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-438- 4.56% |
$19.2K - $22.9K
|
9.17K
$489K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-445- 0.37% |
$19.5K - $23.3K
|
119K
$6.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-448- 8.52% |
$19.7K - $23.5K
|
4.81K
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-450- 9.47% |
$19.8K - $23.6K
|
4.3K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-452- 3.83% |
$19.9K - $23.7K
|
11.4K
$606K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-458- 1.8% |
$20.1K - $24K
|
25K
$1.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-460- 11.57% |
$20.2K - $24.1K
|
3.52K
$188K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-460- 10.43% |
$20.2K - $24.1K
|
3.95K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-464- 0.97% |
$20.4K - $24.3K
|
47.5K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-471- 2.52% |
$20.7K - $24.7K
|
18.2K
$970K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-474- 5.84% |
$20.8K - $24.8K
|
7.64K
$407K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-480- 2.57% |
$21.1K - $25.1K
|
18.2K
$970K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-485- 3.25% |
$21.3K - $25.4K
|
14.4K
$770K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-487- 20.4% |
$21.4K - $25.5K
|
1.9K
$101K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-497- 5.86% |
$21.8K - $26K
|
7.99K
$426K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-499- 18.89% |
$21.9K - $26.1K
|
2.14K
$114K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-500- 47.85% |
$22K - $26.2K
|
545
$29.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-500- 85.91% |
$22K - $26.2K
|
82
$4.37K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-501- 9.47% |
$22K - $26.2K
|
4.79K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-512- 2.81% |
$22.5K - $26.8K
|
17.7K
$945K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-513- 1.77% |
$22.5K - $26.9K
|
28.5K
$1.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-516- 10.92% |
$22.7K - $27K
|
4.21K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-518- 0.75% |
$22.8K - $27.1K
|
68.8K
$3.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-520- 2.12% |
$22.8K - $27.2K
|
24.1K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-524- 5.55% |
$23K - $27.4K
|
8.92K
$476K
|
|
|
Aug 01, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-527- 2.52% |
$23.1K - $27.6K
|
20.4K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-531- 7.18% |
$23.3K - $27.8K
|
6.86K
$366K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-533- 2.79% |
$23.4K - $27.9K
|
18.6K
$990K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-535- 2.39% |
$23.5K - $28K
|
21.8K
$1.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
SELL
|
- |
-535- 4.18% |
$23.5K - $28K
|
12.3K
$654K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-538- 3.65% |
$23.6K - $28.2K
|
14.2K
$758K
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-540- 6.1% |
$23.7K - $28.3K
|
8.32K
$444K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-543- 4.16% |
$23.8K - $28.4K
|
12.5K
$667K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-544- 10.84% |
$23.9K - $28.5K
|
4.48K
$239K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-550- 5.96% |
$24.2K - $28.8K
|
8.68K
$463K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-550- 0.53% |
$24.2K - $28.8K
|
103K
$5.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-557- 6.77% |
$24.5K - $29.2K
|
7.67K
$409K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-564- 1.02% |
$24.8K - $29.5K
|
54.8K
$2.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-572- 6.57% |
$25.1K - $30K
|
8.13K
$434K
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-583- 2.59% |
$25.6K - $30.5K
|
22K
$1.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-590- 1.19% |
$25.9K - $30.9K
|
49.1K
$2.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-590- 4.95% |
$25.9K - $30.9K
|
11.3K
$604K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-598- 2.18% |
$26.3K - $31.3K
|
26.9K
$1.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-599- 0.48% |
$26.3K - $31.4K
|
124K
$6.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-600- 12.11% |
$26.4K - $31.4K
|
4.36K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-606- 2.15% |
$26.6K - $31.7K
|
27.6K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-612- 3.94% |
$26.9K - $32.1K
|
14.9K
$795K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-617- 3.61% |
$27.1K - $32.3K
|
16.5K
$880K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-618- 2.7% |
$27.1K - $32.4K
|
22.2K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-618- 0.93% |
$27.1K - $32.4K
|
65.9K
$3.52M
|