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
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
8KNew |
$351K - $419K
|
8K
$429K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
7.94KNew |
$349K - $416K
|
7.94K
$426K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.86K+ 8.7% |
$345K - $411K
|
98.1K
$5.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
7.78KNew |
$342K - $407K
|
7.78K
$417K
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
7.67KNew |
$337K - $402K
|
7.67K
$411K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
7.62K+ 14.66% |
$334K - $399K
|
59.6K
$3.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7.61K+ 34.41% |
$334K - $399K
|
29.7K
$1.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.59KNew |
$333K - $397K
|
7.59K
$407K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.51KNew |
$330K - $393K
|
7.51K
$402K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
7.5K+ 48.0% |
$329K - $393K
|
23.1K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
7.46KNew |
$328K - $391K
|
7.46K
$400K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
7.37K+ 15.48% |
$324K - $386K
|
55K
$2.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
7.37K+ 11.24% |
$324K - $386K
|
72.9K
$3.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
7.29K+ 106.66% |
$320K - $382K
|
14.1K
$757K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
7.27K+ 98.2% |
$319K - $381K
|
14.7K
$787K
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
7.23K+ 17.35% |
$317K - $378K
|
48.9K
$2.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7.02K+ 48.73% |
$308K - $367K
|
21.4K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
6.94K+ 8.54% |
$305K - $363K
|
88.2K
$4.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
6.92K+ 10.85% |
$304K - $362K
|
70.7K
$3.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
6.81K+ 14.74% |
$299K - $357K
|
53K
$2.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
6.78K+ 12.28% |
$298K - $355K
|
62K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.76K+ 10.86% |
$297K - $354K
|
69K
$3.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
6.62K+ 18.09% |
$291K - $347K
|
43.2K
$2.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
6.58K+ 5.23% |
$289K - $345K
|
132K
$7.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.51K+ 14.42% |
$286K - $341K
|
51.7K
$2.77M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
6.48K+ 73.68% |
$285K - $340K
|
15.3K
$819K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
6.46K+ 72.53% |
$284K - $338K
|
15.4K
$823K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.35KNew |
$279K - $332K
|
6.35K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.32K+ 27.69% |
$278K - $331K
|
29.2K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
6.3K+ 11.35% |
$277K - $330K
|
61.8K
$3.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
6.28K+ 70.57% |
$276K - $329K
|
15.2K
$813K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.21K+ 17.29% |
$273K - $325K
|
42.1K
$2.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.18K+ 7.58% |
$271K - $323K
|
87.6K
$4.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
6.13KNew |
$269K - $321K
|
6.13K
$328K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.13K+ 3.5% |
$269K - $321K
|
181K
$9.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
6.09K+ 10.95% |
$268K - $319K
|
61.7K
$3.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6.07K+ 55.37% |
$267K - $318K
|
17K
$913K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.02K+ 4.79% |
$264K - $315K
|
132K
$7.05M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
5.92KNew |
$260K - $310K
|
5.92K
$317K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.91K+ 9.79% |
$260K - $310K
|
66.3K
$3.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
5.91K+ 13.79% |
$260K - $310K
|
48.8K
$2.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
5.88K+ 3.88% |
$258K - $308K
|
157K
$8.43M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.79K+ 89.22% |
$254K - $303K
|
12.3K
$658K
|
|
|
Aug 07, 2025
Q2 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
5.74K+ 5.21% |
$252K - $300K
|
116K
$6.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
5.65K+ 9.76% |
$248K - $296K
|
63.5K
$3.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.64K+ 93.46% |
$248K - $296K
|
11.7K
$626K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.6K+ 47.52% |
$246K - $293K
|
17.4K
$932K
|
|
|
Aug 14, 2025
Q2 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
5.59KNew |
$245K - $293K
|
5.59K
$300K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.58K+ 31.99% |
$245K - $292K
|
23K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
5.56K+ 14.19% |
$244K - $291K
|
44.7K
$2.4M
|