Institutional Ownership Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC). We have compiled data on the 1,285 institutions that hold shares in the stock, with a total of 203 Million shares, which have been reported (via 13F filing form) to have a value of $23.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
55,512
shares
|
$6.32 Million
1.47% of portfolio
|
Q3 2023
Reduced 0.29%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
55,431
shares
|
$6.31 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.92%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
55,358
shares
|
$6.3 Million
0.46% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
55,174
shares
|
$6.28 Million
1.36% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
54,872
shares
|
$6.25 Million
2.3% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
54,450
shares
|
$6.2 Million
0.78% of portfolio
|
Q4 2022
Added 0.92%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
54,419
shares
|
$6.2 Million
2.28% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
53,906
shares
|
$6.14 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
53,354
shares
|
$6.07 Million
1.31% of portfolio
|
Q2 2025
Reduced 17.39%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
52,920
shares
|
$6.02 Million
1.3% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
52,404
shares
|
$5.97 Million
0.46% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
52,201
shares
|
$5.94 Million
0.48% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
52,137
shares
|
$5.94 Million
3.15% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
51,525
shares
|
$5.87 Million
1.83% of portfolio
|
Q2 2022
Added 1.63%
|
|
|
Trust CO Of Oklahoma
|
Oct 21, 2025 Q3 2025 |
50,548
shares
|
$5.75 Million
1.81% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
50,277
shares
|
$5.72 Million
0.34% of portfolio
|
Q2 2025
Added 40.68%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
50,125
shares
|
$5.71 Million
0.29% of portfolio
|
Q3 2022
Added 48.51%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
49,980
shares
|
$5.69 Million
0.21% of portfolio
|
Q2 2025
Added 2625.19%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
49,662
shares
|
$5.65 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
5th Street Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
49,559
shares
|
$5.64 Million
2.92% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
49,490
shares
|
$5.63 Million
0.3% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
49,121
shares
|
$5.59 Million
0.1% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
48,892
shares
|
$5.57 Million
4.35% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Nov 04, 2025 Q3 2025 |
48,878
shares
|
$5.56 Million
2.61% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
48,856
shares
|
$5.56 Million
0.06% of portfolio
|
Q3 2025
Added 121.01%
|