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 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.64KNew |
$189K - $216K
|
2.64K
$257K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.64K+ 3.71% |
$189K - $216K
|
73.8K
$7.18M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.62KNew |
$188K - $214K
|
2.62K
$255K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.6K+ 175.93% |
$186K - $212K
|
4.07K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.58KNew |
$185K - $211K
|
2.58K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.56K+ 1.08% |
$184K - $209K
|
240K
$23.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.56KNew |
$183K - $209K
|
2.56K
$249K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.55KNew |
$183K - $209K
|
2.55K
$248K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.54KNew |
$182K - $207K
|
2.54K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.53KNew |
$181K - $207K
|
2.53K
$246K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.53KNew |
$181K - $207K
|
2.53K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.51KNew |
$180K - $206K
|
2.51K
$245K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.5KNew |
$179K - $204K
|
2.5K
$243K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.47KNew |
$177K - $202K
|
2.47K
$241K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.47KNew |
$177K - $202K
|
2.47K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.46KNew |
$176K - $201K
|
2.46K
$239K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.44KNew |
$175K - $199K
|
2.44K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.42K+ 2.95% |
$174K - $198K
|
84.5K
$8.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.39K+ 36.09% |
$171K - $195K
|
8.99K
$875K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
2.35K+ 23.49% |
$169K - $193K
|
12.4K
$1.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2.29K+ 1.55% |
$164K - $187K
|
150K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
2.29K+ 5.33% |
$164K - $187K
|
45.1K
$4.39M
|
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.1K+ 12.59% |
$151K - $172K
|
18.8K
$1.83M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.06K+ 3.85% |
$148K - $169K
|
55.5K
$5.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.04K+ 16.1% |
$146K - $167K
|
14.7K
$1.43M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.03K+ 44.52% |
$146K - $166K
|
6.59K
$641K
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.01K+ 6.88% |
$144K - $165K
|
31.3K
$3.04M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.96K+ 0.03% |
$140K - $160K
|
6.19M
$603M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.95K+ 12.27% |
$140K - $160K
|
17.9K
$1.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.92K+ 11.04% |
$138K - $157K
|
19.4K
$1.88M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.91K+ 2.8% |
$137K - $157K
|
70.3K
$6.85M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.91K+ 310.91% |
$137K - $156K
|
2.52K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
1.88K+ 45.28% |
$135K - $153K
|
6.02K
$586K
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
1.88K+ 32.39% |
$135K - $153K
|
7.66K
$746K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
1.87K+ 7.36% |
$134K - $153K
|
27.3K
$2.66M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
1.85K+ 39.31% |
$132K - $151K
|
6.54K
$637K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.84K+ 63.6% |
$132K - $150K
|
4.72K
$460K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.78K+ 13.47% |
$128K - $146K
|
15K
$1.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.73K+ 5.49% |
$124K - $142K
|
33.3K
$3.24M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.72K+ 1.01% |
$123K - $141K
|
172K
$16.8M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
1.71K+ 11.23% |
$123K - $140K
|
16.9K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.66K+ 35.16% |
$119K - $135K
|
6.37K
$620K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
1.65K+ 3.61% |
$118K - $135K
|
47.2K
$4.6M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.64K+ 346.62% |
$118K - $134K
|
2.12K
$206K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.64K+ 10.53% |
$118K - $134K
|
17.2K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.6K+ 1.85% |
$115K - $131K
|
88.2K
$8.58M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.6K+ 5.38% |
$115K - $131K
|
31.3K
$3.04M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.56K+ 36.51% |
$112K - $128K
|
5.83K
$567K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.56K+ 24.05% |
$112K - $127K
|
8.04K
$782K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.55K+ 1.26% |
$111K - $127K
|
125K
$12.2M
|