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 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-186- 3.48% |
$8.17K - $9.74K
|
5.16K
$271K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-186- 3.03% |
$8.17K - $9.74K
|
5.95K
$312K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-199- 0.35% |
$8.74K - $10.4K
|
56.1K
$2.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-200- 2.78% |
$8.78K - $10.5K
|
7K
$367K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200- 4.93% |
$8.78K - $10.5K
|
3.86K
$202K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-200- 1.24% |
$8.78K - $10.5K
|
15.9K
$833K
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-207- 0.25% |
$9.09K - $10.8K
|
83.9K
$4.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-213- 0.83% |
$9.35K - $11.2K
|
25.5K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-215- 2.5% |
$9.44K - $11.3K
|
8.37K
$439K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-222- 1.43% |
$9.75K - $11.6K
|
15.3K
$801K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-227- 3.13% |
$9.97K - $11.9K
|
7.01K
$368K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-229- 0.21% |
$10.1K - $12K
|
107K
$5.64M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-259- 3.33% |
$11.4K - $13.6K
|
7.51K
$394K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-263- 2.05% |
$11.6K - $13.8K
|
12.5K
$658K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-268- 2.52% |
$11.8K - $14K
|
10.4K
$544K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-269- 3.17% |
$11.8K - $14.1K
|
8.22K
$431K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-274- 0.78% |
$12K - $14.3K
|
35K
$1.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-313- 0.8% |
$13.7K - $16.4K
|
39K
$2.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-323- 0.28% |
$14.2K - $16.9K
|
114K
$5.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-324- 1.75% |
$14.2K - $17K
|
18.2K
$954K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-353- 1.44% |
$15.5K - $18.5K
|
24.1K
$1.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-357- 32.48% |
$15.7K - $18.7K
|
742
$38.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-361- 0.46% |
$15.9K - $18.9K
|
78.7K
$4.13M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-377- 0.63% |
$16.6K - $19.7K
|
59.3K
$3.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-379- 1.42% |
$16.6K - $19.8K
|
26.4K
$1.39M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-396- 0.58% |
$17.4K - $20.7K
|
67.4K
$3.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-400- 1.54% |
$17.6K - $20.9K
|
25.5K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-407- 50.94% |
$17.9K - $21.3K
|
392
$20.6K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-407- 9.51% |
$17.9K - $21.3K
|
3.87K
$203K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-445- 0.37% |
$19.5K - $23.3K
|
119K
$6.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-452- 3.83% |
$19.9K - $23.7K
|
11.4K
$596K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-458- 1.8% |
$20.1K - $24K
|
25K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-460- 11.57% |
$20.2K - $24.1K
|
3.52K
$185K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-474- 5.84% |
$20.8K - $24.8K
|
7.64K
$401K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-513- 1.77% |
$22.5K - $26.9K
|
28.5K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-531- 7.18% |
$23.3K - $27.8K
|
6.86K
$360K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-533- 2.79% |
$23.4K - $27.9K
|
18.6K
$974K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-535- 2.39% |
$23.5K - $28K
|
21.8K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-543- 4.16% |
$23.8K - $28.4K
|
12.5K
$656K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-590- 1.19% |
$25.9K - $30.9K
|
49.1K
$2.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-600- 12.11% |
$26.4K - $31.4K
|
4.36K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-612- 3.94% |
$26.9K - $32.1K
|
14.9K
$783K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-681- 60.11% |
$29.9K - $35.7K
|
452
$23.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-707- 5.62% |
$31.1K - $37K
|
11.9K
$624K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-709- 7.5% |
$31.1K - $37.1K
|
8.74K
$459K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-755- 6.99% |
$33.2K - $39.5K
|
10K
$527K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-817- 14.56% |
$35.9K - $42.8K
|
4.8K
$252K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-827- 10.97% |
$36.3K - $43.3K
|
6.71K
$352K
|
|
|
Jul 16, 2025
Q2 2025
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-851- 0.24% |
$37.4K - $44.6K
|
348K
$18.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-898- 2.42% |
$39.4K - $47K
|
36.1K
$1.9M
|