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
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-55.5K- 8.16% |
$2.44M - $2.91M
|
626K
$33.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-56K- 92.7% |
$2.46M - $2.93M
|
4.41K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-56.2K- 37.57% |
$2.47M - $2.94M
|
93.4K
$5.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-58K- 35.46% |
$2.55M - $3.04M
|
106K
$5.66M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-62K- 93.74% |
$2.72M - $3.25M
|
4.14K
$222K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-63.6K- 80.54% |
$2.79M - $3.33M
|
15.4K
$823K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-66.5K- 49.45% |
$2.92M - $3.48M
|
68K
$3.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-68.8K- 19.07% |
$3.02M - $3.6M
|
292K
$15.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-68.8K- 16.65% |
$3.02M - $3.6M
|
344K
$18.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-68.8K- 34.78% |
$3.02M - $3.6M
|
129K
$6.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-70K- 35.0% |
$3.07M - $3.67M
|
130K
$6.97M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-70.5K- 49.63% |
$3.09M - $3.69M
|
71.5K
$3.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Client First Capital LLC
|
SELL
|
- |
-70.5K- 37.92% |
$3.1M - $3.69M
|
115K
$6.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-73.6K- 67.42% |
$3.23M - $3.85M
|
35.6K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-75.7K- 94.03% |
$3.32M - $3.96M
|
4.81K
$258K
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-77.4K- 69.81% |
$3.4M - $4.06M
|
33.5K
$1.79M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-80.1K- 39.7% |
$3.52M - $4.2M
|
122K
$6.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-81.1K- 22.39% |
$3.56M - $4.25M
|
281K
$15.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-82.3K- 14.96% |
$3.62M - $4.31M
|
468K
$25.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-83.6K- 9.35% |
$3.67M - $4.38M
|
810K
$43.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-86.6K- 15.09% |
$3.81M - $4.54M
|
487K
$26.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-87.3K- 7.18% |
$3.84M - $4.57M
|
1.13M
$60.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-88.1K- 70.5% |
$3.87M - $4.61M
|
36.9K
$1.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-88.3K- 6.34% |
$3.88M - $4.62M
|
1.3M
$69.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-89.4K- 11.02% |
$3.93M - $4.68M
|
722K
$38.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-91K- 21.72% |
$3.99M - $4.76M
|
328K
$17.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-94.3K- 5.84% |
$4.14M - $4.94M
|
1.52M
$81.5M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-94.7K- 73.05% |
$4.16M - $4.96M
|
34.9K
$1.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-95.2K- 8.04% |
$4.18M - $4.99M
|
1.09M
$58.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-96.1K- 18.55% |
$4.22M - $5.03M
|
422K
$22.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-102K- 0.87% |
$4.46M - $5.32M
|
11.6M
$620M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-105K- 91.01% |
$4.61M - $5.5M
|
10.4K
$556K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-105K- 97.62% |
$4.63M - $5.52M
|
2.57K
$138K
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-109K- 35.36% |
$4.79M - $5.71M
|
199K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-110K- 56.36% |
$4.81M - $5.74M
|
84.9K
$4.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-111K- 4.56% |
$4.9M - $5.84M
|
2.33M
$125M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-113K- 3.42% |
$4.95M - $5.9M
|
3.18M
$170M
|
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-120K- 56.05% |
$5.25M - $6.26M
|
93.8K
$5.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-121K- 3.57% |
$5.3M - $6.32M
|
3.26M
$175M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-140K- 7.71% |
$6.15M - $7.33M
|
1.68M
$89.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-143K- 6.9% |
$6.3M - $7.51M
|
1.93M
$104M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-147K- 10.11% |
$6.44M - $7.67M
|
1.3M
$69.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-147K- 6.28% |
$6.45M - $7.69M
|
2.19M
$117M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-148K- 41.47% |
$6.49M - $7.74M
|
209K
$11.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-150K- 73.21% |
$6.6M - $7.87M
|
55K
$2.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-150K- 47.8% |
$6.6M - $7.87M
|
164K
$8.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-153K- 18.62% |
$6.72M - $8.01M
|
669K
$35.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-155K- 18.35% |
$6.8M - $8.11M
|
689K
$36.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-156K- 78.73% |
$6.83M - $8.15M
|
42K
$2.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-163K- 99.55% |
$7.16M - $8.54M
|
740
$39.7K
|