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 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-9.25K- 4.0% |
$406K - $485K
|
222K
$11.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.35K- 2.47% |
$411K - $490K
|
370K
$19.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.51K- 0.74% |
$418K - $498K
|
1.28M
$66.3M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-9.54K- 20.74% |
$419K - $500K
|
36.5K
$1.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-9.74K- 42.6% |
$428K - $510K
|
13.1K
$680K
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-10.1K- 10.27% |
$444K - $530K
|
88.4K
$4.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-10.3K- 18.25% |
$451K - $537K
|
46K
$2.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-10.7K- 50.14% |
$468K - $559K
|
10.6K
$549K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-10.7K- 6.91% |
$471K - $561K
|
144K
$7.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10.8K- 9.27% |
$473K - $564K
|
105K
$5.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10.8K- 38.73% |
$473K - $564K
|
17K
$882K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.1K- 10.41% |
$487K - $581K
|
95.4K
$4.94M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-11.1K- 34.24% |
$488K - $582K
|
21.3K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11.3K- 2.32% |
$494K - $589K
|
474K
$24.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-11.4K- 50.62% |
$499K - $595K
|
11.1K
$574K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.5K- 12.52% |
$505K - $602K
|
80.3K
$4.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11.8K- 52.99% |
$518K - $617K
|
10.5K
$541K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11.8K- 19.53% |
$519K - $619K
|
48.7K
$2.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-11.9K- 13.48% |
$524K - $625K
|
76.5K
$3.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-12.2K- 41.06% |
$536K - $639K
|
17.5K
$907K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-12.3K- 18.86% |
$542K - $646K
|
53.1K
$2.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-12.4K- 1.59% |
$545K - $650K
|
768K
$39.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.7K- 5.09% |
$560K - $667K
|
238K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-12.9K- 33.23% |
$568K - $677K
|
26K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-13.7K- 18.38% |
$603K - $719K
|
61K
$3.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-13.9K- 4.73% |
$611K - $729K
|
280K
$14.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-14.1K- 17.88% |
$617K - $736K
|
64.6K
$3.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-14.3K- 69.74% |
$628K - $749K
|
6.2K
$321K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-14.5K- 7.56% |
$639K - $761K
|
178K
$9.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-14.8K- 96.45% |
$648K - $773K
|
544
$28.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-15K- 25.69% |
$659K - $786K
|
43.4K
$2.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15.1K- 99.99% |
$662K - $789K
|
2
$104
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15.7K- 20.03% |
$689K - $822K
|
62.6K
$3.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-15.8K- 11.13% |
$696K - $830K
|
127K
$6.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-16K- 63.26% |
$703K - $838K
|
9.29K
$481K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-16.1K- 8.65% |
$706K - $842K
|
170K
$8.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-16.2K- 5.89% |
$710K - $846K
|
258K
$13.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-16.4K- 15.76% |
$720K - $859K
|
87.6K
$4.54M
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-16.5K- 9.28% |
$723K - $862K
|
161K
$8.33M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.5K- 13.78% |
$723K - $863K
|
103K
$5.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16.6K- 29.81% |
$727K - $867K
|
39K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16.6K- 2.25% |
$727K - $867K
|
721K
$37.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-16.8K- 17.24% |
$736K - $878K
|
80.5K
$4.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-17K- 22.23% |
$746K - $889K
|
59.4K
$3.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.3K- 27.56% |
$760K - $906K
|
45.5K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-18.1K- 54.46% |
$796K - $949K
|
15.2K
$784K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-18.2K- 20.2% |
$799K - $952K
|
71.8K
$3.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-18.3K- 88.49% |
$804K - $958K
|
2.38K
$123K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-18.7K- 52.11% |
$821K - $978K
|
17.2K
$889K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-18.9K- 79.35% |
$829K - $989K
|
4.91K
$254K
|