Purchases and Sales Made in Q3 2025 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.08M+ 107.91% |
$55.5M - $58.6M
|
2.08M
$108M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
814K+ 11778.85% |
$41.8M - $44.2M
|
821K
$42.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
466K+ 1211.07% |
$23.9M - $25.3M
|
504K
$26.1M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
158K+ 2.65% |
$8.14M - $8.6M
|
6.14M
$318M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
154K+ 189.42% |
$7.93M - $8.37M
|
236K
$12.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
121KNew |
$6.2M - $6.55M
|
121K
$6.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
101K+ 125.38% |
$5.17M - $5.46M
|
181K
$9.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
98.6K+ 13.66% |
$5.07M - $5.35M
|
821K
$42.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
96.2KNew |
$4.94M - $5.22M
|
96.2K
$4.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
89.1K+ 80.99% |
$4.58M - $4.83M
|
199K
$10.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
66.9K+ 93.69% |
$3.44M - $3.63M
|
138K
$7.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
66.3K+ 8.18% |
$3.4M - $3.59M
|
877K
$45.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
57.5K+ 23.58% |
$2.96M - $3.12M
|
302K
$15.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
57.2K+ 50.2% |
$2.94M - $3.1M
|
171K
$8.85M
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
55.4KNew |
$2.85M - $3.01M
|
55.4K
$2.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
53.1K+ 30.23% |
$2.73M - $2.88M
|
229K
$11.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
42.4K+ 149.01% |
$2.18M - $2.3M
|
70.9K
$3.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
36.9K+ 45.86% |
$1.9M - $2M
|
117K
$6.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
35.2K+ 39.45% |
$1.81M - $1.91M
|
125K
$6.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
33K+ 6.33% |
$1.7M - $1.79M
|
554K
$28.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
28.5K+ 11.93% |
$1.47M - $1.55M
|
268K
$13.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
28.2K+ 2.5% |
$1.45M - $1.53M
|
1.16M
$59.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.8K+ 22.95% |
$1.43M - $1.51M
|
149K
$7.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
26.2KNew |
$1.34M - $1.42M
|
26.2K
$1.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
23.6KNew |
$1.21M - $1.28M
|
23.6K
$1.22M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
20.5K+ 338.35% |
$1.05M - $1.11M
|
26.6K
$1.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
19.6KNew |
$1.01M - $1.06M
|
19.6K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
19.5K+ 47.21% |
$1M - $1.06M
|
60.8K
$3.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.5KNew |
$951K - $1M
|
18.5K
$958K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
17.8K+ 6.87% |
$912K - $963K
|
276K
$14.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
17.2K+ 36.01% |
$881K - $931K
|
64.8K
$3.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
15.2K+ 32.02% |
$779K - $823K
|
62.5K
$3.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14.7K+ 18.07% |
$756K - $799K
|
96.2K
$4.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
14.4K+ 45.75% |
$739K - $780K
|
45.8K
$2.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
14.3KNew |
$735K - $777K
|
14.3K
$741K
|
|
|
Oct 08, 2025
Q3 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
14.3K+ 116.49% |
$734K - $775K
|
26.6K
$1.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
14.2KNew |
$727K - $768K
|
14.2K
$733K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
14.1K+ 55.34% |
$725K - $766K
|
39.6K
$2.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.7K+ 36.79% |
$704K - $743K
|
51K
$2.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12.9K+ 75.36% |
$665K - $702K
|
30.1K
$1.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
12.5K+ 21.33% |
$642K - $678K
|
71.1K
$3.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 15.38% |
$635K - $671K
|
92.7K
$4.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
12.2K+ 2.67% |
$626K - $661K
|
468K
$24.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
11.3K+ 2.72% |
$580K - $612K
|
426K
$22.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 4.56% |
$577K - $609K
|
258K
$13.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
10.2K+ 11.05% |
$524K - $553K
|
102K
$5.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
10.1KNew |
$521K - $550K
|
10.1K
$525K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
9.85KNew |
$506K - $535K
|
9.85K
$510K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.84K+ 4.53% |
$506K - $534K
|
227K
$11.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.45KNew |
$485K - $512K
|
9.45K
$489K
|