Purchases and Sales Made in Q1 2023 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q1 2023. 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 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
6.3K+ 12.77% |
$306K - $374K
|
55.6K
$5.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.18K+ 44.7% |
$300K - $367K
|
20K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.98K+ 124.15% |
$291K - $355K
|
10.8K
$1.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.67KNew |
$275K - $337K
|
5.67K
$549K
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
BUY
|
- |
5.66KNew |
$275K - $336K
|
5.66K
$548K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5.66KNew |
$275K - $336K
|
5.66K
$548K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
5.49KNew |
$267K - $326K
|
5.49K
$532K
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
5.48K+ 4.9% |
$266K - $326K
|
117K
$11.4M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.47K+ 15.71% |
$266K - $325K
|
40.3K
$3.9M
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
5.47K+ 15.62% |
$266K - $325K
|
40.5K
$3.92M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.44KNew |
$265K - $323K
|
5.44K
$527K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.38KNew |
$262K - $320K
|
5.38K
$521K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.38K+ 706.83% |
$261K - $319K
|
6.14K
$595K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
5.3K+ 52.62% |
$258K - $315K
|
15.4K
$1.49M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.21KNew |
$253K - $309K
|
5.21K
$505K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.19K+ 22.29% |
$252K - $308K
|
28.5K
$2.76M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.11K+ 21.64% |
$248K - $303K
|
28.7K
$2.78M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.79K+ 8.95% |
$233K - $284K
|
58.3K
$5.65M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.69K+ 11.76% |
$228K - $278K
|
44.5K
$4.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.67KNew |
$227K - $278K
|
4.67K
$453K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.58K+ 7.86% |
$222K - $272K
|
62.8K
$6.09M
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.57KNew |
$222K - $272K
|
4.57K
$443K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.37K+ 9.55% |
$212K - $259K
|
50.1K
$4.85M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4.34KNew |
$211K - $258K
|
4.34K
$420K
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
4.32KNew |
$210K - $257K
|
4.32K
$418K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.24K+ 456.36% |
$206K - $252K
|
5.16K
$500K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
4.21K+ 48.91% |
$205K - $250K
|
12.8K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
4.2KNew |
$204K - $249K
|
4.2K
$407K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.2KNew |
$204K - $249K
|
4.2K
$407K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.07KNew |
$198K - $242K
|
4.07K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.06KNew |
$197K - $241K
|
4.06K
$393K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
4.01K+ 6.45% |
$195K - $238K
|
66.1K
$6.41M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
3.99KNew |
$194K - $237K
|
3.99K
$386K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
3.97K+ 20.54% |
$193K - $236K
|
23.3K
$2.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
3.96K+ 7.5% |
$193K - $235K
|
56.8K
$5.5M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.92KNew |
$191K - $233K
|
3.92K
$380K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
3.92KNew |
$191K - $233K
|
3.92K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.91KNew |
$190K - $232K
|
3.91K
$379K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.9K+ 3.02% |
$189K - $231K
|
133K
$12.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.9K+ 28.64% |
$189K - $231K
|
17.5K
$1.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
BUY
|
- |
3.84KNew |
$187K - $228K
|
3.84K
$372K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.79KNew |
$184K - $225K
|
3.79K
$367K
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
3.76K+ 8.89% |
$183K - $223K
|
46K
$4.46M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
3.74KNew |
$182K - $222K
|
3.74K
$362K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
3.73KNew |
$181K - $221K
|
3.73K
$361K
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.73KNew |
$181K - $221K
|
3.73K
$361K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.64KNew |
$177K - $216K
|
3.64K
$352K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3.62KNew |
$176K - $215K
|
3.62K
$351K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
3.59KNew |
$174K - $213K
|
3.59K
$347K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
3.56K+ 75.61% |
$173K - $212K
|
8.27K
$801K
|