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 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-16.2K- 5.89% |
$710K - $846K
|
258K
$13.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-16.8K- 17.24% |
$736K - $878K
|
80.5K
$4.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-17K- 22.23% |
$746K - $889K
|
59.4K
$3.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-18.2K- 20.2% |
$799K - $952K
|
71.8K
$3.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-18.3K- 88.49% |
$804K - $958K
|
2.38K
$125K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-18.9K- 79.35% |
$829K - $989K
|
4.91K
$258K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-21.1K- 54.38% |
$925K - $1.1M
|
17.7K
$927K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-22.8K- 30.6% |
$1M - $1.19M
|
51.7K
$2.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23.2K- 37.61% |
$1.02M - $1.21M
|
38.4K
$2.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-23.7K- 9.63% |
$1.04M - $1.24M
|
223K
$11.7M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-24.8K- 19.68% |
$1.09M - $1.3M
|
101K
$5.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-27.3K- 46.46% |
$1.2M - $1.43M
|
31.4K
$1.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-27.6K- 4.84% |
$1.21M - $1.44M
|
543K
$28.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-28.8K- 52.67% |
$1.26M - $1.51M
|
25.9K
$1.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-30.4K- 57.45% |
$1.34M - $1.59M
|
22.5K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-33.4K- 29.74% |
$1.47M - $1.75M
|
79K
$4.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-34.9K- 0.35% |
$1.53M - $1.83M
|
10.1M
$529M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-40.9K- 72.27% |
$1.8M - $2.14M
|
15.7K
$823K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-42.9K- 64.8% |
$1.89M - $2.25M
|
23.3K
$1.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-45.3K- 32.13% |
$1.99M - $2.37M
|
95.6K
$5.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-58K- 35.46% |
$2.55M - $3.04M
|
106K
$5.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-83.6K- 9.35% |
$3.67M - $4.38M
|
810K
$42.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-105K- 91.01% |
$4.61M - $5.5M
|
10.4K
$544K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-150K- 73.21% |
$6.6M - $7.87M
|
55K
$2.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-178K- 94.99% |
$7.81M - $9.31M
|
9.37K
$492K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.01M- 21.44% |
$88.3M - $105M
|
7.37M
$387M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.06MClosed |
$90.5M - $108M
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.09M- 20.5% |
$92M - $110M
|
8.12M
$426M
|