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 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-163K- 99.55% |
$7.16M - $8.54M
|
740
$39.3K
|
|
|
Aug 14, 2025
Q2 2025
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-169K- 38.93% |
$7.42M - $8.84M
|
265K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-169K- 21.19% |
$7.42M - $8.85M
|
628K
$33.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-173K- 77.26% |
$7.62M - $9.09M
|
51.1K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-176K- 53.38% |
$7.73M - $9.21M
|
154K
$8.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-178K- 94.99% |
$7.81M - $9.31M
|
9.37K
$497K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-179K- 0.85% |
$7.88M - $9.39M
|
20.9M
$1.11B
|
|
|
Aug 14, 2025
Q2 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-182K- 98.63% |
$8M - $9.54M
|
2.53K
$134K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-197K- 13.63% |
$8.64M - $10.3M
|
1.25M
$66.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-219K- 71.29% |
$9.6M - $11.4M
|
88K
$4.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-228K- 25.29% |
$10M - $11.9M
|
674K
$35.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-340K- 90.18% |
$14.9M - $17.8M
|
37K
$1.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-345K- 5.65% |
$15.2M - $18.1M
|
5.77M
$306M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-347K- 36.04% |
$15.3M - $18.2M
|
617K
$32.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-381K- 84.72% |
$16.7M - $20M
|
68.8K
$3.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-397K- 51.02% |
$17.4M - $20.8M
|
381K
$20.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-431K- 74.97% |
$18.9M - $22.6M
|
144K
$7.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-471K- 32.77% |
$20.7M - $24.6M
|
965K
$51.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-505K- 93.89% |
$22.2M - $26.5M
|
32.9K
$1.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-507K- 91.59% |
$22.3M - $26.5M
|
46.5K
$2.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-557K- 98.39% |
$24.4M - $29.2M
|
9.13K
$484K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-560K- 57.36% |
$24.6M - $29.3M
|
416K
$22.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-618K- 97.8% |
$27.1M - $32.4M
|
13.9K
$737K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-669K- 24.74% |
$29.4M - $35.1M
|
2.04M
$108M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-676K- 24.19% |
$29.7M - $35.4M
|
2.12M
$112M
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-689K- 50.0% |
$30.3M - $36.1M
|
689K
$36.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-739K- 71.96% |
$32.5M - $38.7M
|
288K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-776K- 20.32% |
$34.1M - $40.6M
|
3.04M
$161M
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-990K- 29.03% |
$43.5M - $51.8M
|
2.42M
$128M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.03M- 33.06% |
$45.4M - $54.1M
|
2.09M
$111M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.04M- 25.48% |
$45.6M - $54.4M
|
3.04M
$161M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.05M- 37.61% |
$46.2M - $55.1M
|
1.74M
$92.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.15M- 12.61% |
$50.4M - $60.1M
|
7.95M
$422M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.29M- 79.47% |
$56.8M - $67.7M
|
334K
$17.7M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-1.95M- 24.56% |
$85.5M - $102M
|
5.98M
$317M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.97M- 99.14% |
$86.6M - $103M
|
17.1K
$909K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.01M- 21.44% |
$88.3M - $105M
|
7.37M
$391M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.06MClosed |
$90.5M - $108M
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.09M- 20.5% |
$92M - $110M
|
8.12M
$431M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.19M- 35.86% |
$96.2M - $115M
|
3.92M
$208M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.32M- 14.81% |
$102M - $122M
|
13.4M
$709M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.43M- 99.82% |
$107M - $127M
|
4.42K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.51M- 15.69% |
$110M - $132M
|
13.5M
$717M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.08M- 56.58% |
$179M - $213M
|
3.13M
$166M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-4.7M- 99.74% |
$206M - $246M
|
12.2K
$650K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.82M- 20.8% |
$212M - $252M
|
18.3M
$973M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.4M- 21.79% |
$545M - $650M
|
44.5M
$2.36B
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.7M- 13.22% |
$556M - $663M
|
83.1M
$4.41B
|
|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-229M- 99.99% |
$10B - $12B
|
29.7K
$1.58M
|