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 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
148+ 0.88% |
$10.6K - $12.1K
|
17K
$1.66M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
138New |
$9.9K - $11.3K
|
138
$13.5K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
132New |
$9.47K - $10.8K
|
132
$12.9K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
125+ 0.62% |
$8.97K - $10.2K
|
20.4K
$1.99M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
125+ 150.6% |
$8.97K - $10.2K
|
208
$20.3K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
118+ 2.43% |
$8.47K - $9.65K
|
4.97K
$485K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
115New |
$8.25K - $9.41K
|
115
$11.2K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
113New |
$8.11K - $9.25K
|
113
$11K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
109+ 3.31% |
$7.82K - $8.92K
|
3.4K
$332K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
109+ 1.2% |
$7.82K - $8.92K
|
9.18K
$896K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
108New |
$7.75K - $8.84K
|
108
$10.5K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
100+ 2.56% |
$7.17K - $8.18K
|
4.01K
$391K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
100+ 3.82% |
$7.17K - $8.18K
|
2.72K
$265K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
100+ 1.8% |
$7.17K - $8.18K
|
5.66K
$552K
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
100+ 3.31% |
$7.17K - $8.18K
|
3.12K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
100+ 1.75% |
$7.17K - $8.18K
|
5.8K
$566K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
95+ 0.67% |
$6.82K - $7.77K
|
14.3K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
78New |
$5.6K - $6.38K
|
78
$7.61K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
78New |
$5.6K - $6.38K
|
78
$7.61K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
76+ 44.71% |
$5.45K - $6.22K
|
246
$24K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
75+ 3.83% |
$5.38K - $6.14K
|
2.03K
$198K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
69+ 2.5% |
$4.95K - $5.65K
|
2.83K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
67New |
$4.81K - $5.48K
|
67
$6.54K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
67New |
$4.81K - $5.48K
|
67
$6.54K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
67+ 9.12% |
$4.81K - $5.48K
|
802
$78.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
63+ 1.24% |
$4.52K - $5.15K
|
5.16K
$504K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
61New |
$4.38K - $4.99K
|
61
$5.95K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
61+ 0.11% |
$4.38K - $4.99K
|
56.7K
$5.54M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
60+ 3.6% |
$4.3K - $4.91K
|
1.73K
$169K
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
60+ 1.51% |
$4.3K - $4.91K
|
4.04K
$394K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
58+ 1.72% |
$4.16K - $4.75K
|
3.42K
$334K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
54+ 0.24% |
$3.87K - $4.42K
|
22.6K
$2.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
53+ 1.87% |
$3.8K - $4.34K
|
2.89K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
51New |
$3.66K - $4.17K
|
51
$4.98K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
49New |
$3.52K - $4.01K
|
49
$4.78K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
48+ 69.57% |
$3.44K - $3.93K
|
117
$11.4K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45New |
$3.23K - $3.68K
|
45
$4.39K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
44+ 13.71% |
$3.16K - $3.6K
|
365
$35.6K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
42+ 37.5% |
$3.01K - $3.44K
|
154
$15K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
38+ 0.01% |
$2.73K - $3.11K
|
521K
$50.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
36+ 0.08% |
$2.58K - $2.95K
|
44.8K
$4.37M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
35+ 20.23% |
$2.51K - $2.86K
|
208
$20.3K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
35+ 1.05% |
$2.51K - $2.86K
|
3.37K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
29+ 1.02% |
$2.08K - $2.37K
|
2.86K
$279K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
28+ 1.28% |
$2.01K - $2.29K
|
2.21K
$216K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
24+ 0.03% |
$1.72K - $1.96K
|
89.6K
$8.75M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
21+ 0.23% |
$1.51K - $1.72K
|
9.17K
$895K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
20New |
$1.43K - $1.64K
|
20
$1.95K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
18New |
$1.29K - $1.47K
|
18
$1.76K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13+ 0.59% |
$933 - $1.06K
|
2.21K
$215K
|