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 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.45K- 6.43% |
$63.6K - $75.8K
|
21.1K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-1.46K- 6.76% |
$64.3K - $76.7K
|
20.2K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.47K- 16.18% |
$64.5K - $76.9K
|
7.61K
$404K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.48K- 0.66% |
$65.1K - $77.7K
|
224K
$11.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.49K- 19.34% |
$65.5K - $78.1K
|
6.22K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.52K- 19.93% |
$66.6K - $79.4K
|
6.1K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.55K- 6.75% |
$68.2K - $81.3K
|
21.4K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-1.6K- 85.39% |
$70.1K - $83.5K
|
273
$14.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.61K- 16.67% |
$70.9K - $84.5K
|
8.07K
$428K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.62K- 59.27% |
$71.2K - $84.9K
|
1.11K
$59.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.63K- 2.85% |
$71.4K - $85.1K
|
55.5K
$2.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-1.63K- 2.08% |
$71.8K - $85.6K
|
76.8K
$4.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.64K- 20.29% |
$71.9K - $85.8K
|
6.43K
$341K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.65K- 5.9% |
$72.2K - $86.1K
|
26.2K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.65K- 10.08% |
$72.5K - $86.4K
|
14.7K
$782K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.66K- 1.08% |
$73.1K - $87.1K
|
152K
$8.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-1.67K- 8.12% |
$73.4K - $87.5K
|
18.9K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.7K- 15.17% |
$74.7K - $89K
|
9.51K
$504K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 27.74% |
$74.8K - $89.2K
|
4.44K
$236K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-1.71K- 13.37% |
$75.3K - $89.8K
|
11.1K
$589K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.71K- 6.56% |
$75.3K - $89.8K
|
24.4K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.72K- 21.5% |
$75.7K - $90.3K
|
6.3K
$334K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.73K- 28.1% |
$76K - $90.6K
|
4.43K
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.74K- 8.71% |
$76.2K - $90.9K
|
18.2K
$965K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.74K- 22.03% |
$76.3K - $91K
|
6.15K
$326K
|
|
|
Aug 18, 2025
Q2 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-1.74K- 3.54% |
$76.5K - $91.2K
|
47.5K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.77K- 19.59% |
$77.6K - $92.5K
|
7.25K
$385K
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-1.8K- 3.85% |
$79.1K - $94.3K
|
45K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.8K- 28.39% |
$79.2K - $94.5K
|
4.55K
$242K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-1.84K- 6.9% |
$80.9K - $96.5K
|
24.9K
$1.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.84K- 4.11% |
$81K - $96.6K
|
43.1K
$2.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.85K- 16.15% |
$81.1K - $96.7K
|
9.59K
$509K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.85K- 4.9% |
$81.3K - $97K
|
36K
$1.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.86K- 30.09% |
$81.5K - $97.2K
|
4.31K
$229K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.86K- 3.18% |
$81.8K - $97.6K
|
56.7K
$3.01M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.88K- 14.27% |
$82.4K - $98.2K
|
11.3K
$598K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.89K- 2.43% |
$82.8K - $98.7K
|
75.8K
$4.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1.89K- 6.23% |
$82.8K - $98.7K
|
28.4K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.92K- 4.63% |
$84.1K - $100K
|
39.5K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.93K- 0.91% |
$84.7K - $101K
|
210K
$11.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-1.97K- 1.77% |
$86.3K - $103K
|
109K
$5.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-2K- 19.9% |
$87.6K - $104K
|
8.03K
$426K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.08K- 15.33% |
$91.4K - $109K
|
11.5K
$610K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.09K- 5.08% |
$91.8K - $109K
|
39.1K
$2.07M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.1K- 1.14% |
$92.2K - $110K
|
182K
$9.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-2.11K- 71.96% |
$92.8K - $111K
|
823
$43.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2.12K- 80.23% |
$93.1K - $111K
|
522
$27.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-2.14K- 1.98% |
$93.8K - $112K
|
106K
$5.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.17K- 5.5% |
$95.3K - $114K
|
37.3K
$1.98M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.19K- 20.12% |
$96K - $114K
|
8.68K
$461K
|