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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.53K+ 21.58% |
$109K - $125K
|
8.59K
$836K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.5KNew |
$108K - $123K
|
1.5K
$146K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.47KNew |
$106K - $121K
|
1.47K
$143K
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1.44K+ 3.07% |
$103K - $118K
|
48.2K
$4.69M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.41K+ 1.06% |
$101K - $116K
|
134K
$13.1M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.4K+ 13.07% |
$100K - $115K
|
12.1K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 8.23% |
$96.6K - $110K
|
17.7K
$1.72M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.34K+ 28.88% |
$96.3K - $110K
|
5.99K
$583K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.33K+ 22.97% |
$95.1K - $108K
|
7.1K
$691K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.31K+ 3.19% |
$93.9K - $107K
|
42.3K
$4.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.3KNew |
$93.5K - $107K
|
1.3K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.25K+ 3.07% |
$90K - $103K
|
42.1K
$4.1M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.22K+ 1.74% |
$87.4K - $99.7K
|
71.1K
$6.92M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
1.2K+ 6.59% |
$86K - $98.1K
|
19.4K
$1.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.2K+ 14.94% |
$85.7K - $97.8K
|
9.19K
$895K
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
1.15K+ 0.58% |
$82.3K - $93.8K
|
198K
$19.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.13K+ 9.22% |
$80.9K - $92.2K
|
13.3K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.05K+ 16.35% |
$75.1K - $85.7K
|
7.45K
$725K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.04KNew |
$74.7K - $85.2K
|
1.04K
$101K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
982+ 4.75% |
$70.4K - $80.3K
|
21.7K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
974+ 0.49% |
$69.9K - $79.7K
|
200K
$19.5M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
955+ 7.01% |
$68.5K - $78.1K
|
14.6K
$1.42M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
946New |
$67.9K - $77.4K
|
946
$92.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
933+ 1.8% |
$66.9K - $76.3K
|
52.7K
$5.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
930+ 4.43% |
$66.7K - $76.1K
|
21.9K
$2.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
924+ 29.14% |
$66.3K - $75.6K
|
4.1K
$399K
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
913+ 15.29% |
$65.5K - $74.7K
|
6.88K
$670K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
911+ 679.85% |
$65.4K - $74.5K
|
1.05K
$102K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
898+ 26.62% |
$64.4K - $73.5K
|
4.27K
$416K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
849+ 6.63% |
$60.9K - $69.5K
|
13.7K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
830+ 6.71% |
$59.5K - $67.9K
|
13.2K
$1.28M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
827+ 17.93% |
$59.3K - $67.7K
|
5.44K
$530K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
763+ 20.13% |
$54.7K - $62.4K
|
4.55K
$443K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
755+ 4.49% |
$54.2K - $61.8K
|
17.6K
$1.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
711New |
$51K - $58.2K
|
711
$69.2K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
704+ 782.22% |
$50.5K - $57.6K
|
794
$77.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
700+ 1.17% |
$50.2K - $57.3K
|
60.7K
$5.91M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
694+ 15.27% |
$49.8K - $56.8K
|
5.24K
$510K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
692+ 3.84% |
$49.6K - $56.6K
|
18.7K
$1.82M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
690+ 197.71% |
$49.5K - $56.5K
|
1.04K
$101K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
689+ 1.7% |
$49.4K - $56.4K
|
41.1K
$4M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
685+ 5269.23% |
$49.1K - $56K
|
698
$67.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
670+ 16.68% |
$48.1K - $54.8K
|
4.69K
$456K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
663+ 99.7% |
$47.6K - $54.2K
|
1.33K
$129K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
650+ 6.99% |
$46.6K - $53.2K
|
9.95K
$968K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
638+ 19.15% |
$45.8K - $52.2K
|
3.97K
$386K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
622+ 2.19% |
$44.6K - $50.9K
|
29K
$2.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
600+ 99.67% |
$43K - $49.1K
|
1.2K
$117K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
594+ 0.63% |
$42.6K - $48.6K
|
94.3K
$9.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
590+ 5.8% |
$42.3K - $48.3K
|
10.8K
$1.05M
|