Latest Institutional Sells of Financial Sector Spdr (XLF)
This list provides information on the latest institutional transactions involving Financial Sector Spdr (XLF) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-5.37K- 22.39% |
$236K - $281K
|
18.6K
$977K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-4.24KClosed |
$186K - $222K
|
0
$0
|
|
|
Oct 29, 2025
Q2 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-4.1KClosed |
$180K - $215K
|
0
$0
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.87K- 3.47% |
$170K - $202K
|
108K
$5.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.5K- 33.72% |
$154K - $183K
|
6.88K
$361K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-2.84K- 24.96% |
$125K - $149K
|
8.55K
$448K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.47K- 12.84% |
$108K - $129K
|
16.7K
$878K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.72K- 21.5% |
$75.7K - $90.3K
|
6.3K
$330K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 27.74% |
$74.8K - $89.2K
|
4.44K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-1.6K- 85.39% |
$70.1K - $83.5K
|
273
$14.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.52K- 19.93% |
$66.6K - $79.4K
|
6.1K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.47K- 16.18% |
$64.5K - $76.9K
|
7.61K
$399K
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.45K- 6.43% |
$63.6K - $75.8K
|
21.1K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.4K- 0.89% |
$61.5K - $73.3K
|
156K
$8.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.35K- 7.17% |
$59.2K - $70.6K
|
17.5K
$916K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.34K- 70.05% |
$58.9K - $70.2K
|
573
$30.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.33K- 11.71% |
$58.5K - $69.8K
|
10K
$527K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 16.6% |
$54.5K - $65K
|
6.24K
$327K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.17K- 11.38% |
$51.5K - $61.4K
|
9.14K
$479K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.17K- 5.85% |
$51.5K - $61.4K
|
18.9K
$989K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.11K- 11.34% |
$48.8K - $58.1K
|
8.68K
$455K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-963- 3.12% |
$42.3K - $50.4K
|
29.9K
$1.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-900- 8.41% |
$39.5K - $47.1K
|
9.8K
$514K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-879- 1.76% |
$38.6K - $46K
|
49.1K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-811- 11.37% |
$35.6K - $42.5K
|
6.32K
$332K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-760- 6.5% |
$33.4K - $39.8K
|
10.9K
$573K
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-700- 78.65% |
$30.7K - $36.7K
|
190
$9.97K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-655- 13.46% |
$28.8K - $34.3K
|
4.21K
$221K
|
|
|
Jul 29, 2025
Q2 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-655- 14.24% |
$28.8K - $34.3K
|
3.94K
$207K
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-520- 2.12% |
$22.8K - $27.2K
|
24.1K
$1.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-516- 10.92% |
$22.7K - $27K
|
4.21K
$221K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-500- 47.85% |
$22K - $26.2K
|
545
$28.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-485- 3.25% |
$21.3K - $25.4K
|
14.4K
$757K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-460- 11.57% |
$20.2K - $24.1K
|
3.52K
$184K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-452- 3.83% |
$19.9K - $23.7K
|
11.4K
$596K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-381- 55.62% |
$16.7K - $20K
|
304
$15.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-357- 32.48% |
$15.7K - $18.7K
|
742
$38.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-263- 2.27% |
$11.6K - $13.8K
|
11.3K
$593K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-230- 4.6% |
$10.1K - $12K
|
4.77K
$250K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-227- 21.81% |
$9.97K - $11.9K
|
814
$42.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-215- 2.5% |
$9.44K - $11.3K
|
8.37K
$439K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-205- 10.31% |
$9K - $10.7K
|
1.78K
$93.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-195- 2.0% |
$8.56K - $10.2K
|
9.55K
$501K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-194- 3.15% |
$8.52K - $10.2K
|
5.96K
$313K
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-190- 1.54% |
$8.34K - $9.95K
|
12.2K
$637K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-180- 4.21% |
$7.91K - $9.43K
|
4.1K
$215K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-177- 0.38% |
$7.77K - $9.27K
|
46.5K
$2.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-175- 2.02% |
$7.69K - $9.16K
|
8.5K
$446K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-175- 2.95% |
$7.69K - $9.16K
|
5.77K
$302K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-150- 8.27% |
$6.59K - $7.86K
|
1.66K
$87.2K
|
|