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 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9.38K+ 3.43% |
$482K - $509K
|
283K
$14.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
9.08K+ 4.65% |
$467K - $493K
|
204K
$10.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.96K+ 3.84% |
$460K - $486K
|
242K
$12.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
8.87K+ 17.79% |
$456K - $481K
|
58.8K
$3.04M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.49K+ 37.84% |
$436K - $461K
|
30.9K
$1.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
8.01K+ 5.43% |
$412K - $435K
|
156K
$8.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.95K+ 9.57% |
$408K - $431K
|
91K
$4.71M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
7.93K+ 13.36% |
$407K - $430K
|
67.3K
$3.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.92K+ 7.68% |
$407K - $430K
|
111K
$5.74M
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
7.75K+ 15.0% |
$398K - $421K
|
59.4K
$3.08M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.74K+ 2.97% |
$398K - $420K
|
268K
$13.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
7.4KNew |
$380K - $402K
|
7.4K
$383K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
7.34K+ 102.27% |
$377K - $398K
|
14.5K
$752K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.28K+ 6.37% |
$374K - $395K
|
122K
$6.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
7.01K+ 10.15% |
$360K - $380K
|
76K
$3.94M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
6.8KNew |
$349K - $369K
|
6.8K
$352K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.68K+ 31.95% |
$343K - $363K
|
27.6K
$1.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.38KNew |
$328K - $346K
|
6.38K
$330K
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.36K+ 11.89% |
$327K - $345K
|
59.8K
$3.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.24K+ 62.17% |
$321K - $339K
|
16.3K
$843K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
6.18KNew |
$317K - $335K
|
6.18K
$320K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
6.1K+ 5.58% |
$313K - $331K
|
115K
$5.97M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5.42K+ 12.28% |
$279K - $294K
|
49.6K
$2.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
5.16K+ 3.22% |
$265K - $280K
|
165K
$8.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
5.14KNew |
$264K - $279K
|
5.14K
$266K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.13K+ 30.77% |
$263K - $278K
|
21.8K
$1.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
4.9KNew |
$252K - $266K
|
4.9K
$254K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.78K+ 5.29% |
$246K - $259K
|
95.2K
$4.93M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.69K+ 9.64% |
$241K - $254K
|
53.4K
$2.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
4.62KNew |
$238K - $251K
|
4.62K
$239K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
4.46K+ 5.62% |
$229K - $242K
|
83.9K
$4.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
4.46KNew |
$229K - $242K
|
4.46K
$231K
|
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
4.4KNew |
$226K - $239K
|
4.4K
$228K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
4.34KNew |
$223K - $235K
|
4.34K
$225K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
4.33K+ 2.78% |
$222K - $235K
|
160K
$8.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.29KNew |
$220K - $233K
|
4.29K
$222K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
4.17KNew |
$214K - $226K
|
4.17K
$216K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.94K+ 1.2% |
$202K - $214K
|
332K
$17.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
3.86KNew |
$198K - $210K
|
3.86K
$200K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
3.82K+ 10.24% |
$196K - $207K
|
41.1K
$2.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.78KNew |
$194K - $205K
|
3.78K
$196K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.74KNew |
$192K - $203K
|
3.74K
$193K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
3.68K+ 3.49% |
$189K - $200K
|
109K
$5.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.66K+ 62.46% |
$188K - $198K
|
9.51K
$492K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
3.48K+ 8.04% |
$179K - $189K
|
46.7K
$2.42M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
3.43K+ 4.77% |
$176K - $186K
|
75.3K
$3.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
3.32K+ 1.94% |
$170K - $180K
|
175K
$9.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3.3K+ 12.76% |
$169K - $179K
|
29.1K
$1.51M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3.16K+ 24.1% |
$162K - $171K
|
16.3K
$842K
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
2.96K+ 4.1% |
$152K - $161K
|
75.1K
$3.89M
|