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 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
993+ 8.23% |
$43.6K - $52K
|
13.1K
$685K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
959+ 2.73% |
$42.1K - $50.2K
|
36.1K
$1.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
959+ 8.0% |
$42.1K - $50.2K
|
12.9K
$680K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
944+ 13.19% |
$41.5K - $49.4K
|
8.1K
$425K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
933+ 4.27% |
$41K - $48.9K
|
22.8K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
865+ 20.56% |
$38K - $45.3K
|
5.07K
$266K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
854+ 1.54% |
$37.5K - $44.7K
|
56.2K
$2.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
800+ 19.56% |
$35.1K - $41.9K
|
4.89K
$257K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
752+ 8.73% |
$33K - $39.4K
|
9.37K
$492K
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
744+ 7.21% |
$32.7K - $39K
|
11.1K
$581K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
698+ 3.17% |
$30.7K - $36.6K
|
22.7K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
693+ 2.77% |
$30.4K - $36.3K
|
25.7K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
660+ 8.0% |
$29K - $34.6K
|
8.91K
$468K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
653+ 5.09% |
$28.7K - $34.2K
|
13.5K
$707K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
608+ 9.64% |
$26.7K - $31.8K
|
6.91K
$363K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
605+ 20.07% |
$26.6K - $31.7K
|
3.62K
$190K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
590+ 6.58% |
$25.9K - $30.9K
|
9.56K
$502K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
585+ 0.76% |
$25.7K - $30.6K
|
77.6K
$4.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
547+ 2.32% |
$24K - $28.6K
|
24.2K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
467+ 0.88% |
$20.5K - $24.5K
|
53.5K
$2.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
458+ 3.78% |
$20.1K - $24K
|
12.6K
$660K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
451+ 10.94% |
$19.8K - $23.6K
|
4.57K
$240K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
450+ 1.94% |
$19.8K - $23.6K
|
23.7K
$1.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
431+ 57.47% |
$18.9K - $22.6K
|
1.18K
$62K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
421+ 1.34% |
$18.5K - $22K
|
31.9K
$1.67M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
340+ 0.38% |
$14.9K - $17.8K
|
90.2K
$4.73M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
281+ 1.66% |
$12.3K - $14.7K
|
17.2K
$902K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
277+ 15.54% |
$12.2K - $14.5K
|
2.06K
$108K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
272+ 0.6% |
$11.9K - $14.2K
|
45.7K
$2.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
228+ 22.16% |
$10K - $11.9K
|
1.26K
$66K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
207+ 1.34% |
$9.09K - $10.8K
|
15.7K
$824K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
203+ 4.71% |
$8.92K - $10.6K
|
4.52K
$237K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
182+ 0.62% |
$7.99K - $9.53K
|
29.5K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
150+ 7.18% |
$6.59K - $7.86K
|
2.24K
$117K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
137+ 1.46% |
$6.02K - $7.17K
|
9.51K
$499K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
131+ 2.66% |
$5.75K - $6.86K
|
5.06K
$265K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
108+ 0.58% |
$4.74K - $5.66K
|
18.6K
$976K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
100+ 1.67% |
$4.39K - $5.24K
|
6.09K
$320K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
98+ 1.7% |
$4.3K - $5.13K
|
5.88K
$308K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
95+ 0.05% |
$4.17K - $4.98K
|
174K
$9.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
94+ 0.65% |
$4.13K - $4.92K
|
14.6K
$768K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
89+ 0.7% |
$3.91K - $4.66K
|
12.9K
$676K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
89+ 0.13% |
$3.91K - $4.66K
|
67.8K
$3.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
89+ 1.39% |
$3.91K - $4.66K
|
6.5K
$341K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
64+ 0.66% |
$2.81K - $3.35K
|
9.71K
$510K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
62+ 1.36% |
$2.72K - $3.25K
|
4.62K
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
55+ 0.33% |
$2.42K - $2.88K
|
16.6K
$871K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
54+ 0.2% |
$2.37K - $2.83K
|
27.4K
$1.44M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
54+ 0.65% |
$2.37K - $2.83K
|
8.32K
$437K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
44+ 0.18% |
$1.93K - $2.3K
|
24.3K
$1.28M
|