Purchases and Sales Made in Q1 2024 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q1 2024. 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 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.29% |
$215 - $245
|
1.04K
$101K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3+ 0.09% |
$215 - $245
|
3.2K
$310K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.25% |
$215 - $245
|
1.21K
$117K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.27% |
$215 - $245
|
1.1K
$106K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1+ 0.01% |
$71.7 - $81.8
|
7.04K
$682K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.99% |
$71.7 - $81.8
|
102
$9.88K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.0% |
$71.7 - $81.8
|
25.8K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.21% |
$71.7 - $81.8
|
472
$45.7K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1+ 0.02% |
$71.7 - $81.8
|
4.61K
$446K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-7- 0.18% |
$502 - $573
|
3.87K
$375K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-8- 0.27% |
$574 - $655
|
2.95K
$286K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8- 2.05% |
$574 - $655
|
382
$37K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-8- 0.12% |
$574 - $655
|
6.74K
$653K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-10- 0.27% |
$717 - $818
|
3.73K
$361K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-11- 0.13% |
$789 - $900
|
8.58K
$831K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14- 2.64% |
$1K - $1.15K
|
516
$50K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-16- 0.01% |
$1.15K - $1.31K
|
236K
$22.9M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 8.33% |
$1.79K - $2.05K
|
275
$26.6K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-25- 0.56% |
$1.79K - $2.05K
|
4.42K
$429K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-25- 0.23% |
$1.79K - $2.05K
|
10.7K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-30- 0.04% |
$2.15K - $2.45K
|
73.2K
$7.09M
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-35- 0.04% |
$2.51K - $2.86K
|
88.4K
$8.57M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-42- 9.88% |
$3.01K - $3.44K
|
383
$37.1K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-44- 0.65% |
$3.16K - $3.6K
|
6.74K
$653K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-48- 0.79% |
$3.44K - $3.93K
|
6.03K
$584K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-50- 0.44% |
$3.59K - $4.09K
|
11.3K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-50- 1.67% |
$3.59K - $4.09K
|
2.95K
$286K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-50- 1.19% |
$3.59K - $4.09K
|
4.17K
$404K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-52- 0.87% |
$3.73K - $4.25K
|
5.92K
$573K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-57- 2.87% |
$4.09K - $4.66K
|
1.93K
$187K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-60- 9.95% |
$4.3K - $4.91K
|
543
$52.6K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-61- 1.84% |
$4.38K - $4.99K
|
3.25K
$315K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-63- 0.46% |
$4.52K - $5.15K
|
13.7K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-69- 1.63% |
$4.95K - $5.65K
|
4.15K
$402K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-73- 1.61% |
$5.24K - $5.97K
|
4.45K
$431K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-76- 8.81% |
$5.45K - $6.22K
|
787
$76.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-79- 1.41% |
$5.67K - $6.46K
|
5.53K
$536K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-86- 2.25% |
$6.17K - $7.04K
|
3.73K
$361K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-89- 7.96% |
$6.38K - $7.28K
|
1.03K
$99.7K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-105- 2.44% |
$7.53K - $8.59K
|
4.19K
$406K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-105- 3.13% |
$7.53K - $8.59K
|
3.25K
$315K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-108- 0.47% |
$7.75K - $8.84K
|
22.8K
$2.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-112- 48.48% |
$8.03K - $9.16K
|
119
$11.5K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-112- 3.41% |
$8.03K - $9.16K
|
3.18K
$308K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-112- 0.84% |
$8.03K - $9.16K
|
13.3K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-113- 0.24% |
$8.11K - $9.25K
|
46.7K
$4.52M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-121- 4.32% |
$8.68K - $9.9K
|
2.68K
$259K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-128- 2.94% |
$9.18K - $10.5K
|
4.22K
$409K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-134- 2.6% |
$9.61K - $11K
|
5.02K
$487K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-136- 4.07% |
$9.76K - $11.1K
|
3.21K
$311K
|