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 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
161New |
$7.83K - $9.56K
|
161
$15.6K
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
161+ 0.25% |
$7.83K - $9.56K
|
65.2K
$6.32M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
134+ 50.0% |
$6.51K - $7.96K
|
402
$38.9K
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
132+ 0.58% |
$6.42K - $7.84K
|
23.1K
$2.23M
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
126+ 262.5% |
$6.12K - $7.48K
|
174
$16.9K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
121New |
$5.88K - $7.19K
|
121
$11.7K
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
119+ 0.73% |
$5.78K - $7.07K
|
16.4K
$1.59M
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
89New |
$4.33K - $5.29K
|
89
$8.62K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
88+ 1.7% |
$4.28K - $5.23K
|
5.28K
$511K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
75New |
$3.65K - $4.45K
|
75
$7.27K
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
63+ 0.55% |
$3.06K - $3.74K
|
11.5K
$1.11M
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
62New |
$3.01K - $3.68K
|
62
$6.01K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
55+ 134.15% |
$2.67K - $3.27K
|
96
$9.3K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
47+ 0.63% |
$2.28K - $2.79K
|
7.51K
$727K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
47New |
$2.28K - $2.79K
|
47
$4.55K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
46New |
$2.24K - $2.73K
|
46
$4.46K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
28+ 0.33% |
$1.36K - $1.66K
|
8.44K
$817K
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
28+ 1.69% |
$1.36K - $1.66K
|
1.69K
$164K
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
25+ 0.79% |
$1.22K - $1.48K
|
3.18K
$308K
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
20New |
$972 - $1.19K
|
20
$1.94K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
19+ 4.57% |
$924 - $1.13K
|
435
$42.1K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
13+ 46.43% |
$632 - $772
|
41
$3.97K
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
9+ 0.03% |
$437 - $535
|
30.4K
$2.95M
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8+ 0.19% |
$389 - $475
|
4.32K
$419K
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
4New |
$194 - $238
|
4
$388
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.19% |
$97.2 - $119
|
1.03K
$100K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.54% |
$48.6 - $59.4
|
187
$18.1K
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 1.0% |
$48.6 - $59.4
|
101
$9.78K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.98% |
$48.6 - $59.4
|
103
$9.98K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.68% |
$48.6 - $59.4
|
147
$14.2K
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.68% |
$48.6 - $59.4
|
147
$14.2K
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1- 1.92% |
$48.6 - $59.4
|
51
$4.94K
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1- 0.21% |
$48.6 - $59.4
|
472
$45.7K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5- 1.12% |
$243 - $297
|
440
$42.6K
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-10- 0.04% |
$486 - $594
|
23.9K
$2.31M
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-12- 36.36% |
$583 - $713
|
21
$2.03K
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-22- 1.09% |
$1.07K - $1.31K
|
2K
$194K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-24- 10.86% |
$1.17K - $1.43K
|
197
$19.1K
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-30- 24.79% |
$1.46K - $1.78K
|
91
$8.82K
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-39- 0.29% |
$1.9K - $2.32K
|
13.4K
$1.3M
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-46- 0.42% |
$2.24K - $2.73K
|
11K
$1.06M
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-50- 18.87% |
$2.43K - $2.97K
|
215
$20.8K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-54- 0.4% |
$2.62K - $3.21K
|
13.3K
$1.29M
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-55- 31.25% |
$2.67K - $3.27K
|
121
$11.7K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-56- 1.52% |
$2.72K - $3.33K
|
3.64K
$352K
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-59- 5.84% |
$2.87K - $3.5K
|
951
$92.1K
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-62- 1.29% |
$3.01K - $3.68K
|
4.75K
$460K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-66- 2.35% |
$3.21K - $3.92K
|
2.74K
$265K
|
|
Apr 06, 2023
Q1 2023
|
Jvl Associates LLC
|
SELL
|
- |
-68- 0.36% |
$3.31K - $4.04K
|
18.7K
$1.81M
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-75Closed |
$3.65K - $4.45K
|
0
$0
|