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 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-913- 14.19% |
$40.1K - $47.8K
|
5.52K
$286K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-919- 9.02% |
$40.4K - $48.1K
|
9.27K
$480K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-942- 9.33% |
$41.4K - $49.3K
|
9.16K
$474K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-963- 3.12% |
$42.3K - $50.4K
|
29.9K
$1.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-968- 0.86% |
$42.5K - $50.7K
|
111K
$5.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-972- 14.4% |
$42.7K - $50.9K
|
5.78K
$299K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-1K- 0.8% |
$44K - $52.5K
|
124K
$6.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.03K- 49.0% |
$45.2K - $53.9K
|
1.07K
$55.5K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.06K- 3.94% |
$46.7K - $55.7K
|
26K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.07K- 12.12% |
$46.8K - $55.8K
|
7.73K
$400K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-1.07K- 0.72% |
$47K - $56K
|
148K
$7.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.08K- 1.78% |
$47.3K - $56.4K
|
59.3K
$3.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.09K- 8.0% |
$47.7K - $56.9K
|
12.5K
$647K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.1K- 1.56% |
$48.4K - $57.7K
|
69.8K
$3.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.11K- 11.34% |
$48.8K - $58.1K
|
8.68K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-1.12K- 8.99% |
$49.3K - $58.8K
|
11.4K
$588K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.14K- 2.23% |
$50.1K - $59.7K
|
49.9K
$2.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.15K- 7.67% |
$50.6K - $60.3K
|
13.9K
$717K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-1.15K- 5.96% |
$50.7K - $60.4K
|
18.2K
$943K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-1.16K- 18.11% |
$51K - $60.8K
|
5.25K
$272K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.17K- 5.85% |
$51.5K - $61.4K
|
18.9K
$976K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.17K- 8.68% |
$51.5K - $61.4K
|
12.3K
$639K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.17K- 11.38% |
$51.5K - $61.4K
|
9.14K
$473K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.18K- 1.36% |
$51.8K - $61.8K
|
85.6K
$4.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-1.18K- 3.3% |
$52K - $62K
|
34.7K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-1.19K- 4.09% |
$52.1K - $62.2K
|
27.9K
$1.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.19K- 29.44% |
$52.2K - $62.2K
|
2.85K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.19K- 16.93% |
$52.4K - $62.5K
|
5.85K
$303K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-1.19K- 3.98% |
$52.4K - $62.5K
|
28.8K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.2K- 3.42% |
$52.7K - $62.8K
|
33.9K
$1.76M
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-1.2K- 9.01% |
$52.7K - $62.8K
|
12.1K
$627K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 4.43% |
$53.6K - $63.9K
|
26.3K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.23K- 1.9% |
$53.9K - $64.3K
|
63.5K
$3.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.23K- 0.51% |
$54K - $64.4K
|
242K
$12.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 16.6% |
$54.5K - $65K
|
6.24K
$323K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.27K- 14.92% |
$55.6K - $66.4K
|
7.22K
$374K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.28K- 9.69% |
$56.2K - $67K
|
11.9K
$617K
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 4.5% |
$56.7K - $67.6K
|
27.4K
$1.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.31K- 4.67% |
$57.4K - $68.5K
|
26.7K
$1.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.31K- 15.6% |
$57.6K - $68.7K
|
7.09K
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.31K- 12.91% |
$57.7K - $68.8K
|
8.87K
$459K
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.33K- 2.2% |
$58.4K - $69.7K
|
59K
$3.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.33K- 2.39% |
$58.5K - $69.7K
|
54.3K
$2.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.33K- 11.71% |
$58.5K - $69.8K
|
10K
$520K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.33K- 2.73% |
$58.6K - $69.9K
|
47.5K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.34K- 70.05% |
$58.9K - $70.2K
|
573
$29.7K
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-1.34K- 17.61% |
$58.9K - $70.3K
|
6.28K
$325K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.35K- 7.17% |
$59.2K - $70.6K
|
17.5K
$904K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.36K- 1.11% |
$59.8K - $71.3K
|
121K
$6.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 4.11% |
$60K - $71.6K
|
31.9K
$1.65M
|