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 1,217 institutions that hold shares in the stock, with a total of 186 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 |
|---|---|---|---|---|---|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
5,290
shares
|
$536,406
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
5,251
shares
|
$532,451
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
5,248
shares
|
$532,147
0.04% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
5,244
shares
|
$531,741
0.02% of portfolio
|
Q1 2025
Reduced 19.31%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
5,227
shares
|
$530,017
0.29% of portfolio
|
Q1 2025
Added 53.42%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Apr 14, 2025 Q1 2025 |
5,216
shares
|
$528,902
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
5,177
shares
|
$524,947
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
5,163
shares
|
$523,528
0.16% of portfolio
|
Q1 2024
Added 1.24%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
5,152
shares
|
$522,412
0.4% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
5,125
shares
|
$519,675
0.04% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
5,122
shares
|
$519,370
0.27% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
5,109
shares
|
$518,052
0.02% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
5,101
shares
|
$517,241
0.05% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
5,089
shares
|
$516,024
0.01% of portfolio
|
Q1 2025
Reduced 89.7%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
5,088
shares
|
$515,923
0.04% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
5,070
shares
|
$514,098
0.28% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
5,024
shares
|
$509,433
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
5,003
shares
|
$507,304
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sather Financial Group Inc
|
May 07, 2025 Q1 2025 |
5,000
shares
|
$507,000
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
5,000
shares
|
$507,000
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
4,997
shares
|
$506,695
0.08% of portfolio
|
Q3 2023
Added 5.11%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
4,982
shares
|
$505,174
0.22% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
4,955
shares
|
$502,437
0.02% of portfolio
|
Q1 2025
Added 83.86%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
4,919
shares
|
$498,786
0.04% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
May 21, 2025 Q1 2025 |
4,915
shares
|
$498,381
0.29% of portfolio
|
Q4 2024
New holding
|