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 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-3.44K- 14.29% |
$151K - $180K
|
20.6K
$1.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.5K- 33.72% |
$154K - $183K
|
6.88K
$356K
|
|
|
Jul 30, 2025
Q2 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-3.53K- 2.48% |
$155K - $185K
|
139K
$7.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3.56K- 8.67% |
$156K - $186K
|
37.5K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-3.61K- 31.53% |
$159K - $189K
|
7.84K
$406K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-3.63K- 10.8% |
$159K - $190K
|
30K
$1.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.65K- 17.98% |
$160K - $191K
|
16.7K
$863K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.65K- 2.82% |
$160K - $191K
|
126K
$6.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-3.67K- 68.9% |
$161K - $192K
|
1.66K
$85.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-3.7K- 19.58% |
$163K - $194K
|
15.2K
$787K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.73K- 30.55% |
$164K - $195K
|
8.47K
$439K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.75K- 32.92% |
$165K - $196K
|
7.65K
$396K
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-3.78K- 36.74% |
$166K - $198K
|
6.5K
$336K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-3.86K- 19.51% |
$169K - $202K
|
15.9K
$824K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.01K- 6.21% |
$176K - $210K
|
60.6K
$3.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-4.03K- 39.21% |
$177K - $211K
|
6.24K
$323K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-4.07K- 3.63% |
$179K - $213K
|
108K
$5.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-4.08K- 3.44% |
$179K - $214K
|
114K
$5.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-4.1K- 29.81% |
$180K - $215K
|
9.66K
$500K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.13K- 4.13% |
$181K - $216K
|
95.8K
$4.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-4.16K- 24.36% |
$183K - $218K
|
12.9K
$668K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4.21K- 16.9% |
$185K - $221K
|
20.7K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-4.23K- 11.29% |
$186K - $221K
|
33.2K
$1.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-4.24KClosed |
$186K - $222K
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
SELL
|
- |
-4.3K- 2.89% |
$189K - $225K
|
144K
$7.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-4.37K- 2.58% |
$192K - $229K
|
165K
$8.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-4.5K- 38.81% |
$198K - $236K
|
7.1K
$367K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.54K- 3.49% |
$199K - $238K
|
126K
$6.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.58K- 1.84% |
$201K - $240K
|
245K
$12.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-4.61K- 6.1% |
$202K - $241K
|
70.9K
$3.67M
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-4.64K- 13.43% |
$204K - $243K
|
29.9K
$1.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-4.67K- 27.58% |
$205K - $245K
|
12.3K
$635K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.68K- 47.44% |
$206K - $245K
|
5.19K
$269K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-4.73K- 9.02% |
$208K - $248K
|
47.7K
$2.47M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-4.75K- 10.57% |
$209K - $249K
|
40.2K
$2.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-4.85K- 15.48% |
$213K - $254K
|
26.5K
$1.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.92K- 2.23% |
$216K - $258K
|
216K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-5.06K- 13.13% |
$222K - $265K
|
33.5K
$1.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5.07K- 28.6% |
$223K - $266K
|
12.7K
$655K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-5.1K- 4.21% |
$224K - $267K
|
116K
$6M
|
|
|
Aug 15, 2025
Q2 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-5.1K- 33.17% |
$224K - $267K
|
10.3K
$532K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-5.13K- 13.83% |
$225K - $269K
|
32K
$1.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-5.16K- 13.1% |
$227K - $270K
|
34.3K
$1.77M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.19K- 7.44% |
$228K - $272K
|
64.6K
$3.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.23K- 7.09% |
$230K - $274K
|
68.6K
$3.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-5.29K- 15.57% |
$232K - $277K
|
28.7K
$1.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-5.31K- 6.16% |
$233K - $278K
|
81K
$4.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-5.37K- 22.39% |
$236K - $281K
|
18.6K
$964K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-5.43K- 30.37% |
$238K - $284K
|
12.4K
$644K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.44K- 11.3% |
$239K - $285K
|
42.7K
$2.21M
|