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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-88- 23.4% |
$4.28K - $5.23K
|
288
$27.9K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-96- 0.48% |
$4.67K - $5.7K
|
20.1K
$1.94M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-98Closed |
$4.76K - $5.82K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-101- 18.23% |
$4.91K - $6K
|
453
$43.9K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-106- 1.45% |
$5.15K - $6.3K
|
7.22K
$700K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-108- 0.49% |
$5.25K - $6.41K
|
21.8K
$2.11M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-114- 8.64% |
$5.54K - $6.77K
|
1.21K
$117K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-124- 2.77% |
$6.03K - $7.36K
|
4.36K
$422K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-124- 1.04% |
$6.03K - $7.36K
|
11.8K
$1.14M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-127- 28.41% |
$6.17K - $7.54K
|
320
$31K
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-133- 5.3% |
$6.47K - $7.9K
|
2.38K
$230K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-136- 2.76% |
$6.61K - $8.08K
|
4.8K
$465K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-142- 17.97% |
$6.9K - $8.43K
|
648
$62.8K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-149- 55.81% |
$7.24K - $8.85K
|
118
$11.4K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-166- 36.32% |
$8.07K - $9.86K
|
291
$28.2K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-198- 4.12% |
$9.62K - $11.8K
|
4.61K
$447K
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-200- 4.6% |
$9.72K - $11.9K
|
4.15K
$402K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-200- 29.63% |
$9.72K - $11.9K
|
475
$46K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-206- 7.12% |
$10K - $12.2K
|
2.69K
$260K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-238- 4.1% |
$11.6K - $14.1K
|
5.57K
$540K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-241- 0.33% |
$11.7K - $14.3K
|
72.7K
$7.04M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-252- 4.48% |
$12.2K - $15K
|
5.37K
$520K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-270- 4.1% |
$13.1K - $16K
|
6.32K
$612K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-279- 4.56% |
$13.6K - $16.6K
|
5.84K
$566K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-283- 7.63% |
$13.8K - $16.8K
|
3.43K
$332K
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-285- 6.32% |
$13.9K - $16.9K
|
4.23K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
SELL
|
- |
-330- 2.16% |
$16K - $19.6K
|
14.9K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-330- 3.52% |
$16K - $19.6K
|
9.04K
$876K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-357- 3.25% |
$17.4K - $21.2K
|
10.6K
$1.03M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-402- 11.89% |
$19.5K - $23.9K
|
2.98K
$289K
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-403- 9.39% |
$19.6K - $23.9K
|
3.89K
$377K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-415- 65.25% |
$20.2K - $24.6K
|
221
$21.4K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-415- 6.76% |
$20.2K - $24.6K
|
5.72K
$555K
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-415- 7.49% |
$20.2K - $24.6K
|
5.13K
$497K
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-421- 5.7% |
$20.5K - $25K
|
6.97K
$675K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-428- 18.25% |
$20.8K - $25.4K
|
1.92K
$186K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-450- 2.31% |
$21.9K - $26.7K
|
19K
$1.84M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-458- 65.8% |
$22.3K - $27.2K
|
238
$23.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-463- 56.26% |
$22.5K - $27.5K
|
360
$34.9K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-466- 0.74% |
$22.7K - $27.7K
|
62.1K
$6.02M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-466- 0.74% |
$22.7K - $27.7K
|
62.1K
$6.02M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-480- 99.59% |
$23.3K - $28.5K
|
2
$194
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-483- 2.29% |
$23.5K - $28.7K
|
20.6K
$2M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-500- 0.96% |
$24.3K - $29.7K
|
51.5K
$4.98M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-501- 9.98% |
$24.4K - $29.8K
|
4.52K
$438K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-516- 2.82% |
$25.1K - $30.6K
|
17.8K
$1.73M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-539- 2.07% |
$26.2K - $32K
|
25.5K
$2.47M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-539- 2.07% |
$26.2K - $32K
|
25.5K
$2.47M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-590- 12.65% |
$28.7K - $35K
|
4.07K
$395K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-607- 5.45% |
$29.5K - $36K
|
10.5K
$1.02M
|