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 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.23K+ 32.86% |
$97.8K - $117K
|
9K
$482K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.22K+ 5.56% |
$97.5K - $116K
|
42.2K
$2.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.2K+ 20.13% |
$96.5K - $115K
|
13.1K
$703K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.17K+ 1465.54% |
$95.3K - $114K
|
2.32K
$124K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.16K+ 20.54% |
$94.9K - $113K
|
12.7K
$680K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.12K+ 1.14% |
$93.2K - $111K
|
188K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.11K+ 9.25% |
$92.7K - $111K
|
24.9K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.09K+ 31.17% |
$91.7K - $109K
|
8.79K
$471K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.08K+ 11.36% |
$91.3K - $109K
|
20.4K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.06K+ 21.21% |
$90.5K - $108K
|
11.8K
$631K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.04KNew |
$89.7K - $107K
|
2.04K
$109K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.01K+ 16.64% |
$88.3K - $105K
|
14.1K
$755K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2K+ 43.57% |
$88K - $105K
|
6.6K
$354K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2K+ 1.46% |
$87.8K - $105K
|
139K
$7.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.93K+ 23.21% |
$84.5K - $101K
|
10.2K
$548K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.9K+ 4.69% |
$83.6K - $99.7K
|
42.5K
$2.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.9K+ 44.14% |
$83.6K - $99.7K
|
6.21K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.89K+ 0.72% |
$82.9K - $98.8K
|
264K
$14.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
1.88K+ 3.37% |
$82.5K - $98.4K
|
57.7K
$3.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.88K+ 2.08% |
$82.4K - $98.2K
|
92.2K
$4.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.87KNew |
$82.3K - $98.1K
|
1.87K
$100K
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.86K+ 42.52% |
$81.7K - $97.5K
|
6.24K
$334K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.85K+ 3.3% |
$81.1K - $96.7K
|
57.7K
$3.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.84KNew |
$80.7K - $96.3K
|
1.84K
$98.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.8K+ 6.97% |
$79.1K - $94.4K
|
27.7K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.8K+ 5.1% |
$78.8K - $94K
|
37K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.77K+ 92.67% |
$77.7K - $92.6K
|
3.68K
$197K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.76K+ 3.13% |
$77.5K - $92.4K
|
58K
$3.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.75K+ 5.53% |
$77K - $91.9K
|
33.4K
$1.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.75K+ 10.67% |
$76.9K - $91.6K
|
18.1K
$972K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
1.74K+ 7.77% |
$76.2K - $90.9K
|
24.1K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.72K+ 1.98% |
$75.4K - $89.9K
|
88.5K
$4.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.71K+ 1.01% |
$75.1K - $89.6K
|
171K
$9.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 13.33% |
$73.4K - $87.5K
|
14.2K
$762K
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.66K+ 0.57% |
$73.1K - $87.1K
|
295K
$15.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.66K+ 5.02% |
$72.8K - $86.8K
|
34.7K
$1.86M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.64KNew |
$72.2K - $86K
|
1.64K
$88K
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.64K+ 3.18% |
$71.9K - $85.7K
|
53.1K
$2.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.56KNew |
$68.5K - $81.7K
|
1.56K
$83.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.56K+ 8.44% |
$68.3K - $81.4K
|
20K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.55K+ 101.57% |
$68.3K - $81.4K
|
3.08K
$165K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.55K+ 7.66% |
$68.2K - $81.3K
|
21.8K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.54K+ 25.4% |
$67.7K - $80.7K
|
7.61K
$408K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 7.26% |
$67.6K - $80.6K
|
22.8K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.5KNew |
$65.9K - $78.6K
|
1.5K
$80.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.49K+ 13581.82% |
$65.6K - $78.2K
|
1.51K
$80.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.47K+ 1.34% |
$64.6K - $77K
|
111K
$5.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.47K+ 0.43% |
$64.5K - $76.9K
|
341K
$18.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.47K+ 35.59% |
$64.5K - $76.9K
|
5.59K
$300K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.45K+ 26.37% |
$63.7K - $75.9K
|
6.95K
$372K
|