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 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.92KNew |
$172K - $205K
|
3.92K
$210K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.91KNew |
$172K - $205K
|
3.91K
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.9KNew |
$171K - $204K
|
3.9K
$209K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
3.89KNew |
$171K - $204K
|
3.89K
$208K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.86K+ 51.1% |
$169K - $202K
|
11.4K
$611K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.85KNew |
$169K - $202K
|
3.85K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.85K+ 21.23% |
$169K - $201K
|
22K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
3.84KNew |
$169K - $201K
|
3.84K
$206K
|
|
|
Aug 12, 2025
Q2 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
3.83K+ 10.8% |
$168K - $201K
|
39.3K
$2.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
3.82KNew |
$168K - $200K
|
3.82K
$205K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.74K+ 10.33% |
$164K - $196K
|
40K
$2.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
3.74K+ 7.94% |
$164K - $196K
|
50.8K
$2.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.64K+ 11.16% |
$160K - $191K
|
36.3K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
3.58K+ 0.76% |
$157K - $187K
|
477K
$25.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.4K+ 20.89% |
$149K - $178K
|
19.6K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3.37K+ 6.4% |
$148K - $176K
|
56K
$3M
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.33K+ 6.34% |
$146K - $175K
|
55.9K
$2.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.33K+ 72.8% |
$146K - $174K
|
7.9K
$424K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.32K+ 8.14% |
$146K - $174K
|
44.1K
$2.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.31K+ 14.73% |
$145K - $173K
|
25.7K
$1.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.28K+ 4.52% |
$144K - $172K
|
75.9K
$4.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
3.23K+ 14.52% |
$142K - $169K
|
25.5K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.21K+ 45.68% |
$141K - $168K
|
10.2K
$548K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.2K+ 52.43% |
$140K - $167K
|
9.3K
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
3.17K+ 7.19% |
$139K - $166K
|
47.3K
$2.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.07K+ 34.75% |
$135K - $161K
|
11.9K
$638K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
3.06K+ 8.0% |
$134K - $160K
|
41.3K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.06KNew |
$134K - $160K
|
3.06K
$164K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
3KNew |
$132K - $157K
|
3K
$161K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.96K+ 2.14% |
$130K - $155K
|
142K
$7.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.95K+ 1.94% |
$129K - $154K
|
154K
$8.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.9K+ 1.9% |
$127K - $152K
|
155K
$8.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.88K+ 3.17% |
$126K - $151K
|
93.8K
$5.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.84K+ 25.42% |
$125K - $149K
|
14K
$750K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.8K+ 3.05% |
$123K - $147K
|
94.6K
$5.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
2.73K+ 25.5% |
$120K - $143K
|
13.4K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.71K+ 0.67% |
$119K - $142K
|
407K
$21.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.66K+ 32.55% |
$117K - $139K
|
10.8K
$580K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.63K+ 3.37% |
$115K - $138K
|
80.5K
$4.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.59K+ 30.94% |
$114K - $136K
|
11K
$588K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.57K+ 3.53% |
$113K - $134K
|
75.3K
$4.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.52K+ 99.21% |
$110K - $132K
|
5.05K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.51K+ 4.65% |
$110K - $131K
|
56.4K
$3.02M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.51K+ 14.8% |
$110K - $131K
|
19.4K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.41K+ 0.29% |
$106K - $126K
|
825K
$44.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2.41K+ 2.25% |
$106K - $126K
|
109K
$5.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
2.4KNew |
$105K - $126K
|
2.4K
$129K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.3K+ 13.24% |
$101K - $120K
|
19.6K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.27K+ 4.79% |
$99.8K - $119K
|
49.7K
$2.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.23K+ 19.04% |
$97.9K - $117K
|
13.9K
$747K
|