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
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
64.3K+ 29.52% |
$2.82M - $3.37M
|
282K
$15.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
63.7K+ 14.01% |
$2.8M - $3.34M
|
518K
$27.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
59.5K+ 19.07% |
$2.61M - $3.11M
|
371K
$19.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
58.6K+ 3.49% |
$2.57M - $3.07M
|
1.74M
$93.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
56.9K+ 2.94% |
$2.5M - $2.98M
|
1.99M
$107M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
56.2KNew |
$2.47M - $2.94M
|
56.2K
$3.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
52.6K+ 229.48% |
$2.31M - $2.76M
|
75.6K
$4.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
BUY
|
- |
52.6KNew |
$2.31M - $2.76M
|
52.6K
$2.82M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
52.3K+ 62.89% |
$2.3M - $2.74M
|
136K
$7.26M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
51.9K+ 57.11% |
$2.28M - $2.72M
|
143K
$7.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
51.5K+ 100.25% |
$2.26M - $2.7M
|
103K
$5.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
50.2KNew |
$2.2M - $2.63M
|
50.2K
$2.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
49.9K+ 487.3% |
$2.19M - $2.62M
|
60.2K
$3.23M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
49.7K+ 3.11% |
$2.18M - $2.6M
|
1.65M
$88.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
48.8K+ 49.44% |
$2.14M - $2.56M
|
148K
$7.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
48.1K+ 35.17% |
$2.11M - $2.52M
|
185K
$9.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
47.4KNew |
$2.08M - $2.48M
|
47.4K
$2.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
47K+ 17.38% |
$2.07M - $2.46M
|
318K
$17M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
47K+ 15.55% |
$2.06M - $2.46M
|
349K
$18.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
46.9KNew |
$2.06M - $2.46M
|
46.9K
$2.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
45.1KNew |
$1.98M - $2.36M
|
45.1K
$2.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
42.6KNew |
$1.87M - $2.23M
|
42.6K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
42.4K+ 3.94% |
$1.86M - $2.22M
|
1.12M
$59.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
41.8K+ 129.42% |
$1.84M - $2.19M
|
74.2K
$3.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
40.5K+ 19.89% |
$1.78M - $2.12M
|
244K
$13.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
39.8K+ 26.63% |
$1.75M - $2.08M
|
189K
$10.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
38K+ 1.99% |
$1.67M - $1.99M
|
1.95M
$104M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
37.5K+ 2.29% |
$1.65M - $1.97M
|
1.68M
$90M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
37K+ 3.57% |
$1.63M - $1.94M
|
1.07M
$57.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
35.5KNew |
$1.56M - $1.86M
|
35.5K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
35.3KNew |
$1.55M - $1.85M
|
35.3K
$1.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
35.3K+ 119.36% |
$1.55M - $1.85M
|
64.8K
$3.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
34.7K+ 46.1% |
$1.52M - $1.82M
|
110K
$5.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
33.2K+ 3.03% |
$1.46M - $1.74M
|
1.13M
$60.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
32.7KNew |
$1.44M - $1.71M
|
32.7K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
32.3K+ 31.79% |
$1.42M - $1.69M
|
134K
$7.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
31.3K+ 14.03% |
$1.37M - $1.64M
|
254K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
30.9K+ 2.13% |
$1.36M - $1.62M
|
1.48M
$79.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
30.9KNew |
$1.36M - $1.62M
|
30.9K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
30.8K+ 105.92% |
$1.35M - $1.61M
|
60K
$3.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
30.8K+ 12.86% |
$1.35M - $1.61M
|
270K
$14.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
30.5K+ 154.84% |
$1.34M - $1.6M
|
50.2K
$2.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
29.8K+ 4.72% |
$1.31M - $1.56M
|
661K
$35.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
29.6K+ 3.67% |
$1.3M - $1.55M
|
835K
$44.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
29.5KNew |
$1.3M - $1.55M
|
29.5K
$1.58M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
29.1K+ 147.81% |
$1.28M - $1.52M
|
48.7K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
29KNew |
$1.27M - $1.52M
|
29K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
28.7K+ 8.01% |
$1.26M - $1.51M
|
388K
$20.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
28.7K+ 47.36% |
$1.26M - $1.5M
|
89.3K
$4.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
28.6K+ 5.74% |
$1.25M - $1.5M
|
526K
$28.2M
|