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
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-623- 4.65% |
$27.4K - $32.6K
|
12.8K
$682K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-626- 6.65% |
$27.5K - $32.8K
|
8.79K
$469K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-654- 11.87% |
$28.7K - $34.2K
|
4.86K
$259K
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-655- 14.24% |
$28.8K - $34.3K
|
3.94K
$210K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-655- 13.46% |
$28.8K - $34.3K
|
4.21K
$225K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-657- 7.86% |
$28.9K - $34.4K
|
7.7K
$411K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-681- 60.11% |
$29.9K - $35.7K
|
452
$24.1K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-682- 1.2% |
$30K - $35.7K
|
56.3K
$3M
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-700- 78.65% |
$30.7K - $36.7K
|
190
$10.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-707- 5.62% |
$31.1K - $37K
|
11.9K
$634K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-709- 7.5% |
$31.1K - $37.1K
|
8.74K
$466K
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-715- 0.92% |
$31.4K - $37.4K
|
77.2K
$4.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-720- 2.65% |
$31.6K - $37.7K
|
26.5K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-720- 1.97% |
$31.6K - $37.7K
|
35.8K
$1.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-738- 0.82% |
$32.4K - $38.6K
|
88.8K
$4.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-755- 6.99% |
$33.2K - $39.5K
|
10K
$536K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-756- 4.22% |
$33.2K - $39.6K
|
17.2K
$916K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-776- 0.13% |
$34.1K - $40.6K
|
606K
$32.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-778- 1.45% |
$34.2K - $40.7K
|
52.8K
$2.82M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-781- 9.04% |
$34.3K - $40.9K
|
7.86K
$419K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-786- 14.54% |
$34.5K - $41.2K
|
4.62K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-798- 0.7% |
$35K - $41.8K
|
113K
$6.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-811- 2.3% |
$35.6K - $42.5K
|
34.4K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-811- 5.59% |
$35.6K - $42.5K
|
13.7K
$731K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-811- 11.37% |
$35.6K - $42.5K
|
6.32K
$337K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-817- 14.56% |
$35.9K - $42.8K
|
4.8K
$256K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-827- 10.97% |
$36.3K - $43.3K
|
6.71K
$358K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-846- 0.57% |
$37.2K - $44.3K
|
147K
$7.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-850- 2.0% |
$37.3K - $44.5K
|
41.7K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-851- 0.24% |
$37.4K - $44.6K
|
348K
$18.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-857- 0.77% |
$37.6K - $44.9K
|
111K
$5.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-859Closed |
$37.7K - $45K
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-862- 94.52% |
$37.9K - $45.1K
|
50
$2.67K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-873- 6.43% |
$38.3K - $45.7K
|
12.7K
$677K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-879- 1.76% |
$38.6K - $46K
|
49.1K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-885- 4.92% |
$38.9K - $46.3K
|
17.1K
$912K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-887- 1.22% |
$39K - $46.5K
|
72.1K
$3.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-890- 4.86% |
$39.1K - $46.6K
|
17.4K
$929K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-897- 3.52% |
$39.4K - $47K
|
24.6K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-898- 2.42% |
$39.4K - $47K
|
36.1K
$1.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-900- 8.41% |
$39.5K - $47.1K
|
9.8K
$523K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-913- 14.19% |
$40.1K - $47.8K
|
5.52K
$294K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-919- 9.02% |
$40.4K - $48.1K
|
9.27K
$494K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-942- 9.33% |
$41.4K - $49.3K
|
9.16K
$489K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-963- 3.12% |
$42.3K - $50.4K
|
29.9K
$1.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-968- 0.86% |
$42.5K - $50.7K
|
111K
$5.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-972- 14.4% |
$42.7K - $50.9K
|
5.78K
$308K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-1K- 0.8% |
$44K - $52.5K
|
124K
$6.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.03K- 49.0% |
$45.2K - $53.9K
|
1.07K
$57.2K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.06K- 3.94% |
$46.7K - $55.7K
|
26K
$1.38M
|