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 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-3.06K- 40.86% |
$219K - $250K
|
4.42K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.1K- 4.32% |
$222K - $253K
|
68.5K
$6.64M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.18K- 1.8% |
$228K - $260K
|
173K
$16.8M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.21K- 12.73% |
$230K - $262K
|
22K
$2.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-3.23K- 12.03% |
$232K - $264K
|
23.6K
$2.29M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.25K- 38.74% |
$233K - $266K
|
5.13K
$497K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-3.25K- 23.17% |
$233K - $266K
|
10.8K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-3.26K- 81.98% |
$234K - $267K
|
717
$69.5K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.5K- 27.1% |
$251K - $286K
|
9.42K
$912K
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-3.52K- 1.16% |
$253K - $288K
|
301K
$29.1M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.57K- 28.3% |
$256K - $292K
|
9.05K
$876K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.72K- 6.61% |
$267K - $304K
|
52.6K
$5.09M
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-3.76K- 9.59% |
$270K - $308K
|
35.5K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.78K- 26.17% |
$271K - $309K
|
10.7K
$1.03M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-3.83K- 14.73% |
$275K - $313K
|
22.2K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.85K- 2.11% |
$276K - $315K
|
179K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-3.89K- 9.71% |
$279K - $318K
|
36.2K
$3.5M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.96K- 12.78% |
$284K - $324K
|
27K
$2.62M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-4.02K- 9.62% |
$289K - $329K
|
37.8K
$3.66M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-4.03K- 50.14% |
$289K - $330K
|
4.01K
$389K
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-4.17K- 16.16% |
$299K - $342K
|
21.7K
$2.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-4.2K- 68.29% |
$301K - $344K
|
1.95K
$189K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.21K- 21.87% |
$302K - $344K
|
15K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.39K- 3.16% |
$315K - $359K
|
135K
$13M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.48K- 70.28% |
$321K - $366K
|
1.89K
$183K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-4.58K- 8.93% |
$329K - $375K
|
46.7K
$4.53M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-4.84K- 49.76% |
$347K - $396K
|
4.88K
$473K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.97K- 40.99% |
$356K - $407K
|
7.15K
$693K
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-5.01K- 2.6% |
$359K - $410K
|
188K
$18.2M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-5.17K- 17.61% |
$371K - $423K
|
24.2K
$2.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5.38K- 6.48% |
$386K - $441K
|
77.7K
$7.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-5.48K- 11.4% |
$393K - $448K
|
42.6K
$4.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-5.62K- 3.56% |
$403K - $460K
|
152K
$14.8M
|
|
|
May 01, 2024
Q1 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-5.9K- 1.84% |
$423K - $483K
|
315K
$30.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.91K- 0.52% |
$424K - $484K
|
1.13M
$109M
|
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-6.12K- 5.81% |
$439K - $501K
|
99.3K
$9.62M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-6.23K- 9.77% |
$447K - $510K
|
57.5K
$5.57M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.4K- 1.22% |
$459K - $524K
|
520K
$50.4M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-6.56K- 3.91% |
$471K - $537K
|
161K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-6.75K- 31.11% |
$484K - $552K
|
14.9K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-6.82K- 13.75% |
$489K - $558K
|
42.8K
$4.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-7.12K- 36.18% |
$510K - $582K
|
12.6K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.42K- 6.73% |
$532K - $607K
|
103K
$9.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-7.9K- 7.66% |
$567K - $646K
|
95.3K
$9.23M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8.29K- 25.52% |
$595K - $679K
|
24.2K
$2.34M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-8.77K- 2.15% |
$629K - $717K
|
399K
$38.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-8.86K- 35.36% |
$636K - $725K
|
16.2K
$1.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-9.33K- 70.91% |
$669K - $764K
|
3.83K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-9.35K- 6.71% |
$671K - $765K
|
130K
$12.6M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-9.93K- 12.26% |
$713K - $813K
|
71.1K
$6.89M
|