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 1,100 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
17,687
shares
|
$1.81 Million
0.52% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
17,613
shares
|
$1.81 Million
0.08% of portfolio
|
Q3 2022
Added 10.81%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
17,529
shares
|
$1.8 Million
0.27% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
17,394
shares
|
$1.78 Million
0.42% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
17,346
shares
|
$1.78 Million
0.2% of portfolio
|
Q4 2024
Reduced 78.13%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
17,337
shares
|
$1.78 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
17,322
shares
|
$1.78 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
17,236
shares
|
$1.77 Million
0.12% of portfolio
|
Q4 2024
Reduced 56.54%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
17,004
shares
|
$1.74 Million
0.16% of portfolio
|
Q3 2024
Added 18.27%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
16,851
shares
|
$1.73 Million
0.44% of portfolio
|
Q4 2024
Reduced 41.86%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
16,542
shares
|
$1.7 Million
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
16,384
shares
|
$1.68 Million
0.5% of portfolio
|
Q4 2023
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
16,308
shares
|
$1.67 Million
0.57% of portfolio
|
Q2 2023
Added 1569.19%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
16,217
shares
|
$1.66 Million
0.09% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
16,153
shares
|
$1.66 Million
0.09% of portfolio
|
Q4 2024
Added 48.07%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
16,106
shares
|
$1.65 Million
0.3% of portfolio
|
Q3 2024
Reduced 36.73%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
15,917
shares
|
$1.63 Million
1.26% of portfolio
|
Q3 2024
Added 20.57%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
15,916
shares
|
$1.63 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,900
shares
|
$1.63 Million
0.88% of portfolio
|
Q3 2024
Added 21.19%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
15,845
shares
|
$1.62 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
15,803
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
15,788
shares
|
$1.62 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.99%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
15,694
shares
|
$1.61 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
15,660
shares
|
$1.61 Million
0.16% of portfolio
|
Q4 2024
Reduced 15.19%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,535
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2024
Reduced 58.1%
|