Purchases and Sales Made in Q1 2022 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q1 2022. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR TR COMMUNIC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.15K+ 2.27% |
$73.2K - $90K
|
51.8K
$5.46M
|
|
Apr 13, 2022
Q1 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.05K+ 37.54% |
$66.9K - $82.2K
|
3.85K
$406K
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.05K+ 13.4% |
$66.8K - $82.1K
|
8.88K
$935K
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
1.02K+ 24.34% |
$64.6K - $79.5K
|
5.19K
$547K
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
BUY
|
- |
945+ 6.51% |
$60.1K - $73.9K
|
15.5K
$1.63M
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
935+ 28.62% |
$59.5K - $73.1K
|
4.2K
$443K
|
|
May 19, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
887+ 18.42% |
$56.4K - $69.4K
|
5.7K
$601K
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
843+ 32.64% |
$53.6K - $65.9K
|
3.43K
$361K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
840+ 420.0% |
$53.4K - $65.7K
|
1.04K
$110K
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
808+ 3.09% |
$51.4K - $63.2K
|
27K
$2.84M
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
807New |
$51.3K - $63.1K
|
807
$85K
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
784+ 29.08% |
$49.9K - $61.3K
|
3.48K
$366K
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
779+ 14.89% |
$49.6K - $60.9K
|
6.01K
$633K
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
779New |
$49.6K - $60.9K
|
779
$82K
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
775+ 6.13% |
$49.3K - $60.6K
|
13.4K
$1.41M
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
774+ 3.62% |
$49.2K - $60.5K
|
22.1K
$2.33M
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
BUY
|
- |
735+ 6.65% |
$46.8K - $57.5K
|
11.8K
$1.24M
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
731+ 2.67% |
$46.5K - $57.2K
|
28.2K
$2.97M
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
730New |
$46.4K - $57.1K
|
730
$76.9K
|
|
Apr 18, 2022
Q1 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
728+ 1.6% |
$46.3K - $56.9K
|
46.1K
$4.86M
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
715+ 27.38% |
$45.5K - $55.9K
|
3.33K
$350K
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
BUY
|
- |
695+ 2.83% |
$44.2K - $54.4K
|
25.2K
$2.66M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
691+ 0.19% |
$44K - $54.1K
|
369K
$38.8M
|
|
May 17, 2022
Q1 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
673+ 7.01% |
$42.8K - $52.6K
|
10.3K
$1.08M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
668+ 8.48% |
$42.5K - $52.3K
|
8.54K
$900K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
665+ 64.81% |
$42.3K - $52K
|
1.69K
$178K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
658+ 12.48% |
$41.9K - $51.5K
|
5.93K
$625K
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
625+ 10.39% |
$39.8K - $48.9K
|
6.64K
$699K
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
611+ 2.45% |
$38.9K - $47.8K
|
25.5K
$2.69M
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
BUY
|
- |
601+ 0.71% |
$38.2K - $47K
|
85.3K
$8.98M
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
598+ 4.51% |
$38K - $46.8K
|
13.9K
$1.46M
|
|
May 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
594+ 1.77% |
$37.8K - $46.5K
|
34.1K
$3.59M
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
582New |
$37K - $45.5K
|
582
$61.3K
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
506+ 14.73% |
$32.2K - $39.6K
|
3.94K
$415K
|
|
Apr 11, 2022
Q1 2022
|
Sanders Morris Harris LLC
|
BUY
|
- |
500+ 11.11% |
$31.8K - $39.1K
|
5K
$527K
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
475+ 0.44% |
$30.2K - $37.2K
|
108K
$11.4M
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
466+ 11.49% |
$29.6K - $36.5K
|
4.52K
$476K
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
455New |
$28.9K - $35.6K
|
455
$47.9K
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
452+ 6.28% |
$28.8K - $35.4K
|
7.65K
$806K
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
452+ 1.66% |
$28.8K - $35.4K
|
27.7K
$2.92M
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
440+ 12.45% |
$28K - $34.4K
|
3.97K
$418K
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
430+ 2.66% |
$27.4K - $33.6K
|
16.6K
$1.75M
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
372New |
$23.7K - $29.1K
|
372
$39.2K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
360New |
$22.9K - $28.2K
|
360
$37.9K
|
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
339+ 4.31% |
$21.6K - $26.5K
|
8.21K
$865K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
326+ 234.53% |
$20.7K - $25.5K
|
465
$49K
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
311+ 14.63% |
$19.8K - $24.3K
|
2.44K
$257K
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
BUY
|
- |
308+ 1.5% |
$19.6K - $24.1K
|
20.9K
$2.2M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
303+ 10.49% |
$19.3K - $23.7K
|
3.19K
$336K
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
303New |
$19.3K - $23.7K
|
303
$31.9K
|