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 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-919- 9.02% |
$40.4K - $48.1K
|
9.27K
$486K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-972- 14.4% |
$42.7K - $50.9K
|
5.78K
$303K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-1.07K- 0.72% |
$47K - $56K
|
148K
$7.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-1.16K- 18.11% |
$51K - $60.8K
|
5.25K
$276K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.17K- 8.68% |
$51.5K - $61.4K
|
12.3K
$648K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.19K- 29.44% |
$52.2K - $62.2K
|
2.85K
$149K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.33K- 11.71% |
$58.5K - $69.8K
|
10K
$527K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.43K- 4.42% |
$62.8K - $74.9K
|
31K
$1.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.48K- 0.66% |
$65.1K - $77.7K
|
224K
$11.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.49K- 19.34% |
$65.5K - $78.1K
|
6.22K
$326K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.61K- 16.67% |
$70.9K - $84.5K
|
8.07K
$423K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.62K- 59.27% |
$71.2K - $84.9K
|
1.11K
$58.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.7K- 15.17% |
$74.7K - $89K
|
9.51K
$499K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.74K- 8.71% |
$76.2K - $90.9K
|
18.2K
$955K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.08K- 15.33% |
$91.4K - $109K
|
11.5K
$603K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.09K- 5.08% |
$91.8K - $109K
|
39.1K
$2.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.36K- 10.24% |
$104K - $124K
|
20.7K
$1.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-2.57K- 2.75% |
$113K - $134K
|
90.7K
$4.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-2.8K- 4.01% |
$123K - $146K
|
66.9K
$3.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-2.83K- 4.34% |
$124K - $148K
|
62.5K
$3.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-3.04K- 37.74% |
$133K - $159K
|
5.01K
$263K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-3.06K- 12.42% |
$134K - $160K
|
21.6K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-3.31K- 0.51% |
$145K - $173K
|
650K
$34.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-3.35K- 36.03% |
$147K - $176K
|
5.95K
$312K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3.56K- 8.67% |
$156K - $186K
|
37.5K
$1.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.65K- 2.82% |
$160K - $191K
|
126K
$6.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-4.03K- 39.21% |
$177K - $211K
|
6.24K
$328K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-4.24KClosed |
$186K - $222K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-4.5K- 38.81% |
$198K - $236K
|
7.1K
$372K
|
|
|
Jul 11, 2025
Q2 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-4.61K- 6.1% |
$202K - $241K
|
70.9K
$3.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-4.67K- 27.58% |
$205K - $245K
|
12.3K
$644K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5.07K- 28.6% |
$223K - $266K
|
12.7K
$664K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-5.1K- 4.21% |
$224K - $267K
|
116K
$6.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-5.37K- 22.39% |
$236K - $281K
|
18.6K
$977K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.44K- 11.3% |
$239K - $285K
|
42.7K
$2.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-6.42K- 5.07% |
$282K - $336K
|
120K
$6.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-7.27K- 31.75% |
$319K - $381K
|
15.6K
$820K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-7.51K- 21.56% |
$330K - $393K
|
27.3K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8.1K- 14.07% |
$356K - $424K
|
49.4K
$2.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-8.1K- 10.19% |
$356K - $424K
|
71.4K
$3.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.83K- 6.8% |
$388K - $462K
|
121K
$6.35M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-9.08K- 28.79% |
$399K - $475K
|
22.4K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-9.25K- 4.0% |
$406K - $485K
|
222K
$11.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.35K- 2.47% |
$411K - $490K
|
370K
$19.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-10.7K- 50.14% |
$468K - $559K
|
10.6K
$557K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.5K- 12.52% |
$505K - $602K
|
80.3K
$4.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-11.9K- 13.48% |
$524K - $625K
|
76.5K
$4.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-12.4K- 1.59% |
$545K - $650K
|
768K
$40.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15.1K- 99.99% |
$662K - $789K
|
2
$105
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-16K- 63.26% |
$703K - $838K
|
9.29K
$488K
|