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 1,104 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
5,910
shares
|
$608,493
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
5,887
shares
|
$606,125
0.69% of portfolio
|
Q3 2022
Reduced 23.8%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,885
shares
|
$605,919
0.03% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
5,830
shares
|
$600,256
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
5,792
shares
|
$596,344
0.05% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
5,705
shares
|
$587,386
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
5,659
shares
|
$582,650
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,591
shares
|
$575,649
0.05% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
5,576
shares
|
$574,104
0.12% of portfolio
|
Q2 2022
Reduced 4.98%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
5,564
shares
|
$572,869
0.07% of portfolio
|
Q3 2023
Added 3.0%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
5,526
shares
|
$568,956
0.17% of portfolio
|
Q4 2024
Reduced 63.29%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
5,500
shares
|
$566,280
0.05% of portfolio
|
Q4 2024
Added 57.14%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
5,488
shares
|
$565,044
0.34% of portfolio
|
Q1 2024
Reduced 65.48%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
5,485
shares
|
$564,735
0.06% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
5,420
shares
|
$558,043
0.05% of portfolio
|
Q2 2024
Reduced 10.12%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
5,415
shares
|
$557,528
0.09% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
5,397
shares
|
$555,675
0.0% of portfolio
|
Q3 2024
Added 32.6%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
5,388
shares
|
$554,748
0.05% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
5,328
shares
|
$548,570
0.18% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
5,324
shares
|
$548,159
0.03% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
5,311
shares
|
$546,820
0.01% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
5,291
shares
|
$544,761
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
5,256
shares
|
$541,157
0.04% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
5,253
shares
|
$540,848
0.02% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
5,180
shares
|
$533,332
0.18% of portfolio
|
Q3 2024
Added 23.92%
|