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
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-2K- 19.9% |
$87.6K - $104K
|
8.03K
$416K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2K- 5.86% |
$87.8K - $105K
|
32.1K
$1.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.08K- 15.33% |
$91.4K - $109K
|
11.5K
$595K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.09K- 5.08% |
$91.8K - $109K
|
39.1K
$2.02M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.1K- 1.14% |
$92.2K - $110K
|
182K
$9.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-2.11K- 71.96% |
$92.8K - $111K
|
823
$42.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-2.12K- 80.23% |
$93.1K - $111K
|
522
$27K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-2.14K- 1.98% |
$93.8K - $112K
|
106K
$5.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.17K- 5.5% |
$95.3K - $114K
|
37.3K
$1.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.19K- 20.12% |
$96K - $114K
|
8.68K
$449K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.21K- 19.74% |
$97.2K - $116K
|
8.99K
$465K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.25K- 27.76% |
$98.8K - $118K
|
5.86K
$303K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-2.32K- 14.11% |
$102K - $121K
|
14.1K
$731K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.33K- 6.33% |
$102K - $122K
|
34.4K
$1.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.36K- 10.24% |
$104K - $124K
|
20.7K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-2.37K- 4.27% |
$104K - $124K
|
53.2K
$2.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.39K- 3.01% |
$105K - $125K
|
77.1K
$3.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-2.4K- 4.32% |
$106K - $126K
|
53.2K
$2.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-2.44K- 14.63% |
$107K - $128K
|
14.2K
$735K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.47K- 12.84% |
$108K - $129K
|
16.7K
$866K
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-2.5K- 4.55% |
$110K - $131K
|
52.5K
$2.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.53K- 18.12% |
$111K - $133K
|
11.4K
$593K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.55K- 11.47% |
$112K - $133K
|
19.7K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-2.57K- 2.75% |
$113K - $134K
|
90.7K
$4.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-2.59K- 6.12% |
$114K - $136K
|
39.7K
$2.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-2.64K- 8.4% |
$116K - $138K
|
28.8K
$1.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-2.66K- 3.24% |
$117K - $139K
|
79.5K
$4.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.71K- 8.12% |
$119K - $142K
|
30.6K
$1.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.79K- 1.27% |
$122K - $146K
|
217K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-2.8K- 4.01% |
$123K - $146K
|
66.9K
$3.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-2.83K- 4.34% |
$124K - $148K
|
62.5K
$3.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-2.84K- 39.68% |
$125K - $149K
|
4.31K
$223K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-2.84K- 24.96% |
$125K - $149K
|
8.55K
$443K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-2.87K- 99.97% |
$126K - $150K
|
1
$51.8
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-2.88K- 2.42% |
$126K - $151K
|
116K
$6.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.89K- 0.95% |
$127K - $151K
|
300K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.92K- 19.08% |
$128K - $153K
|
12.4K
$640K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-3K- 3.5% |
$132K - $157K
|
82.6K
$4.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-3K- 13.93% |
$132K - $157K
|
18.6K
$961K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-3.04K- 37.74% |
$133K - $159K
|
5.01K
$259K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-3.06K- 12.42% |
$134K - $160K
|
21.6K
$1.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.1K- 4.29% |
$136K - $162K
|
69K
$3.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.14K- 6.26% |
$138K - $165K
|
47.1K
$2.44M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.17K- 0.54% |
$139K - $166K
|
581K
$30.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.23K- 8.71% |
$142K - $169K
|
33.8K
$1.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.28K- 38.22% |
$144K - $172K
|
5.3K
$274K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-3.31K- 0.51% |
$145K - $173K
|
650K
$33.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.35K- 0.79% |
$147K - $175K
|
421K
$21.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-3.35K- 36.03% |
$147K - $176K
|
5.95K
$308K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.37K- 25.87% |
$148K - $176K
|
9.65K
$499K
|