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 1,304 institutions that hold shares in the stock, with a total of 210 Million shares, which have been reported (via 13F filing form) to have a value of $23.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
96,997
shares
|
$10.8 Million
3.23% of portfolio
|
Q3 2025
Added 29.38%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
96,939
shares
|
$10.8 Million
0.31% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
95,308
shares
|
$10.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
94,855
shares
|
$10.6 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
94,418
shares
|
$10.5 Million
0.02% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
94,199
shares
|
$10.5 Million
0.07% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
93,663
shares
|
$10.4 Million
0.51% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
93,231
shares
|
$10.4 Million
0.14% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Cmh Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
92,187
shares
|
$10.3 Million
2.71% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
91,420
shares
|
$10.2 Million
0.05% of portfolio
|
Q3 2025
Added 64.93%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
91,232
shares
|
$10.2 Million
2.61% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
91,052
shares
|
$10.1 Million
1.0% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
90,989
shares
|
$10.1 Million
0.94% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
90,221
shares
|
$10 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
89,108
shares
|
$9.92 Million
4.04% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
88,289
shares
|
$9.83 Million
1.34% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
87,890
shares
|
$9.78 Million
1.08% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
87,085
shares
|
$9.7 Million
2.62% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
86,132
shares
|
$9.59 Million
0.21% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
85,734
shares
|
$9.54 Million
1.95% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
85,247
shares
|
$9.49 Million
4.5% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
84,521
shares
|
$9.41 Million
0.63% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Client First Capital LLC
|
Nov 05, 2025 Q3 2025 |
83,906
shares
|
$9.34 Million
4.61% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
83,006
shares
|
$9.24 Million
1.1% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
82,908
shares
|
$9.23 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.07%
|
|