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
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
5.56KNew |
$244K - $291K
|
5.56K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.55K+ 14.67% |
$244K - $291K
|
43.4K
$2.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.54K+ 80.57% |
$243K - $290K
|
12.4K
$665K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
5.44K+ 4.18% |
$239K - $285K
|
135K
$7.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
5.27K+ 32.23% |
$231K - $276K
|
21.6K
$1.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
5.27K+ 71.37% |
$231K - $276K
|
12.6K
$677K
|
|
|
Aug 14, 2025
Q2 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
5KNew |
$220K - $262K
|
5K
$268K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.99K+ 3.63% |
$219K - $261K
|
142K
$7.62M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.92KNew |
$216K - $257K
|
4.92K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4.86KNew |
$213K - $254K
|
4.86K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
4.7K+ 7.41% |
$206K - $246K
|
68.1K
$3.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
4.68KNew |
$206K - $245K
|
4.68K
$251K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
4.66K+ 51.95% |
$204K - $244K
|
13.6K
$730K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.61K+ 1.02% |
$202K - $241K
|
456K
$24.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.61K+ 22.05% |
$202K - $241K
|
25.5K
$1.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.56K+ 9.26% |
$200K - $239K
|
53.8K
$2.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
4.52KNew |
$199K - $237K
|
4.52K
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
4.5KNew |
$198K - $236K
|
4.5K
$241K
|
|
|
Aug 11, 2025
Q2 2025
|
Tamar Securities, LLC
|
BUY
|
- |
4.49K+ 2.12% |
$197K - $235K
|
216K
$11.6M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
4.47KNew |
$196K - $234K
|
4.47K
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4.47K+ 13.6% |
$196K - $234K
|
37.3K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
4.42K+ 90.28% |
$194K - $232K
|
9.32K
$499K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.37K+ 49.01% |
$192K - $229K
|
13.3K
$713K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.29KNew |
$188K - $225K
|
4.29K
$230K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
4.28K+ 0.88% |
$188K - $224K
|
493K
$26.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.28KNew |
$188K - $224K
|
4.28K
$229K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.23K+ 1.27% |
$186K - $222K
|
336K
$18M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
4.23K+ 1.04% |
$186K - $221K
|
412K
$22.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.2K+ 3.68% |
$185K - $220K
|
119K
$6.35M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.19KNew |
$184K - $220K
|
4.19K
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.18KNew |
$184K - $219K
|
4.18K
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.17K+ 5.49% |
$183K - $218K
|
80.1K
$4.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.16K+ 27.52% |
$183K - $218K
|
19.3K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
4.1KNew |
$180K - $215K
|
4.1K
$220K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
4.1KNew |
$180K - $215K
|
4.1K
$220K
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.1KNew |
$180K - $215K
|
4.1K
$220K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.07KNew |
$179K - $213K
|
4.07K
$218K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4.05KNew |
$178K - $212K
|
4.05K
$217K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
4.03K+ 31.66% |
$177K - $211K
|
16.8K
$899K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4.01KNew |
$176K - $210K
|
4.01K
$215K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
4K+ 59.68% |
$176K - $209K
|
10.7K
$574K
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
4KNew |
$176K - $209K
|
4K
$214K
|
|
|
Aug 15, 2025
Q2 2025
|
Ramsey Quantitative Systems
Louisville, KY |
BUY
|
- |
4KNew |
$176K - $209K
|
4K
$214K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
3.99K+ 3.4% |
$175K - $209K
|
121K
$6.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.98K+ 6.26% |
$175K - $209K
|
67.6K
$3.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
3.97K+ 2.06% |
$174K - $208K
|
196K
$10.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3.96KNew |
$174K - $208K
|
3.96K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
3.94KNew |
$173K - $206K
|
3.94K
$211K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
3.94KNew |
$173K - $206K
|
3.94K
$211K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.94KNew |
$173K - $206K
|
3.94K
$211K
|