Purchases and Sales Made in Q4 2025 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
128KNew |
$6.6M - $6.86M
|
128K
$6.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
95.5K+ 28.8% |
$4.94M - $5.14M
|
427K
$22.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
85.9KNew |
$4.45M - $4.62M
|
85.9K
$4.51M
|
|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
61.1K+ 22.82% |
$3.16M - $3.28M
|
329K
$17.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
43.8K+ 110.43% |
$2.27M - $2.35M
|
83.4K
$4.38M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
40.8K+ 1020.14% |
$2.11M - $2.19M
|
44.8K
$2.35M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
40K+ 37.76% |
$2.07M - $2.15M
|
146K
$7.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
37.5K+ 62.69% |
$1.94M - $2.02M
|
97.3K
$5.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
36.3K+ 139.5% |
$1.88M - $1.95M
|
62.3K
$3.27M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
35.8K+ 4.36% |
$1.85M - $1.92M
|
857K
$44.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
32.1KNew |
$1.66M - $1.72M
|
32.1K
$1.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
25.6KNew |
$1.32M - $1.38M
|
25.6K
$1.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.1K+ 6.27% |
$1.19M - $1.24M
|
391K
$20.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
17.4K+ 31.43% |
$902K - $937K
|
72.8K
$3.82M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
16.5KNew |
$854K - $888K
|
16.5K
$866K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
16.3KNew |
$844K - $877K
|
16.3K
$855K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13.7K+ 1.66% |
$710K - $738K
|
841K
$44.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
13.3K+ 54.93% |
$689K - $716K
|
37.6K
$1.97M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.1K+ 28.2% |
$676K - $702K
|
59.3K
$3.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
12.8K+ 5.32% |
$664K - $690K
|
254K
$13.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
12.7KNew |
$655K - $681K
|
12.7K
$664K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11.9KNew |
$616K - $639K
|
11.9K
$624K
|
|
|
Jan 15, 2026
Q4 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
9.18K+ 1.4% |
$475K - $494K
|
664K
$34.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
8.49K+ 31.95% |
$439K - $456K
|
35K
$1.84M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
7.67K+ 39.13% |
$397K - $412K
|
27.3K
$1.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
6.78K+ 8.5% |
$351K - $364K
|
86.5K
$4.54M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
6.58KNew |
$341K - $354K
|
6.58K
$345K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.49K+ 10.92% |
$336K - $349K
|
65.9K
$3.46M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.75K+ 0.66% |
$298K - $309K
|
882K
$46.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
BUY
|
- |
5.75KNew |
$298K - $309K
|
5.75K
$302K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.74KNew |
$297K - $308K
|
5.74K
$301K
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5.62K+ 0.98% |
$291K - $302K
|
579K
$30.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
5.54K+ 23.48% |
$287K - $298K
|
29.2K
$1.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
5.34KNew |
$276K - $287K
|
5.34K
$280K
|
|
|
Jan 15, 2026
Q4 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
5.32K+ 3.41% |
$275K - $286K
|
161K
$8.45M
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
5.16K+ 4.81% |
$267K - $278K
|
113K
$5.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
5.03K+ 0.67% |
$260K - $270K
|
756K
$39.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
4.59K+ 3.94% |
$238K - $247K
|
121K
$6.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.4K+ 94.76% |
$228K - $236K
|
9.04K
$474K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
4.35K+ 17.94% |
$225K - $234K
|
28.6K
$1.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
4.16K+ 24.87% |
$215K - $223K
|
20.9K
$1.09M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.02K+ 5.75% |
$208K - $216K
|
74K
$3.88M
|
|
|
Jan 16, 2026
Q4 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
4KNew |
$207K - $215K
|
4K
$210K
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
3.94KNew |
$204K - $212K
|
3.94K
$206K
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
3.82KNew |
$198K - $205K
|
3.82K
$200K
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.74K+ 22.81% |
$194K - $201K
|
20.2K
$1.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.68KNew |
$191K - $198K
|
3.68K
$193K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
3.62K+ 15.6% |
$187K - $195K
|
26.8K
$1.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
3.59K+ 4.78% |
$186K - $193K
|
78.7K
$4.13M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.55K+ 3.05% |
$184K - $191K
|
120K
$6.31M
|
|