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 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
28K+ 70.99% |
$1.23M - $1.47M
|
67.6K
$3.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
28K+ 13.62% |
$1.23M - $1.46M
|
233K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
27.3K+ 49.19% |
$1.2M - $1.43M
|
82.9K
$4.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
26.7K+ 2.94% |
$1.17M - $1.4M
|
936K
$50.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
25.8KNew |
$1.13M - $1.35M
|
25.8K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
25.7K+ 12.16% |
$1.13M - $1.35M
|
237K
$12.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
25.6K+ 11.61% |
$1.13M - $1.34M
|
246K
$13.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
25.3K+ 6.01% |
$1.11M - $1.32M
|
446K
$23.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
25.1KNew |
$1.1M - $1.31M
|
25.1K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
25K+ 61.56% |
$1.1M - $1.31M
|
65.5K
$3.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
24.5KNew |
$1.08M - $1.28M
|
24.5K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
24.4K+ 6.52% |
$1.07M - $1.28M
|
399K
$21.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
24.1K+ 326.43% |
$1.06M - $1.26M
|
31.4K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.6K+ 4.74% |
$1.03M - $1.23M
|
521K
$27.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
22.7K+ 68.67% |
$998K - $1.19M
|
55.8K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.4K+ 4.81% |
$982K - $1.17M
|
487K
$26.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.8K+ 6.18% |
$957K - $1.14M
|
374K
$20.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
21.7K+ 41.1% |
$955K - $1.14M
|
74.7K
$4M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
21.4KNew |
$941K - $1.12M
|
21.4K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
20.8K+ 3.39% |
$914K - $1.09M
|
635K
$34M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
20.6K+ 1.99% |
$905K - $1.08M
|
1.06M
$56.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
20.5K+ 109.83% |
$900K - $1.07M
|
39.2K
$2.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
20.1K+ 72.77% |
$881K - $1.05M
|
47.6K
$2.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
20KNew |
$877K - $1.05M
|
20K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
19.5K+ 37.18% |
$858K - $1.02M
|
72.1K
$3.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
19.5K+ 2.06% |
$855K - $1.02M
|
964K
$51.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.4KNew |
$851K - $1.01M
|
19.4K
$1.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
19.3K+ 387.45% |
$846K - $1.01M
|
24.2K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Azora Capital LP
Miami, FL |
BUY
|
- |
19.2KNew |
$844K - $1.01M
|
19.2K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
19.2K+ 48.88% |
$842K - $1M
|
58.4K
$3.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
18.6K+ 13.54% |
$817K - $975K
|
156K
$8.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.1K+ 3.73% |
$795K - $947K
|
503K
$27M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
17.7K+ 89.53% |
$779K - $929K
|
37.5K
$2.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
17.6K+ 3.91% |
$773K - $922K
|
467K
$25.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
17K+ 31.81% |
$745K - $888K
|
70.3K
$3.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16.2K+ 0.57% |
$713K - $850K
|
2.88M
$154M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
16.1K+ 1.83% |
$708K - $845K
|
896K
$48M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.5K+ 222.81% |
$681K - $812K
|
22.5K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.5K+ 21.38% |
$679K - $810K
|
87.8K
$4.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
15.1KNew |
$665K - $792K
|
15.1K
$811K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15K+ 7.88% |
$660K - $786K
|
206K
$11M
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
14.8KNew |
$650K - $775K
|
14.8K
$793K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
14.1K+ 32.24% |
$620K - $740K
|
57.9K
$3.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
14.1K+ 128.57% |
$618K - $737K
|
25K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
13.7K+ 31.85% |
$603K - $719K
|
56.9K
$3.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
13.7KNew |
$601K - $716K
|
13.7K
$733K
|
|
|
Aug 05, 2025
Q2 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
13.5K+ 28.22% |
$593K - $707K
|
61.3K
$3.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
13.5K+ 62.32% |
$591K - $705K
|
35K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
13.3K+ 65.43% |
$585K - $698K
|
33.7K
$1.81M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.9KNew |
$568K - $677K
|
12.9K
$693K
|