Purchases and Sales Made in Q1 2025 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q1 2025. 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 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.99K+ 1.41% |
$188K - $209K
|
143K
$12.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
1.9K+ 6.42% |
$180K - $200K
|
31.4K
$2.83M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.82K+ 53.42% |
$173K - $192K
|
5.23K
$472K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.66K+ 23.44% |
$158K - $175K
|
8.76K
$791K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.5K+ 27.27% |
$142K - $158K
|
7K
$631K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.39K+ 12.01% |
$131K - $146K
|
12.9K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.31K+ 50.78% |
$124K - $138K
|
3.89K
$351K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.13K+ 15.93% |
$107K - $119K
|
8.24K
$743K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
881+ 61.61% |
$83.6K - $92.8K
|
2.31K
$208K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
877+ 30.54% |
$83.2K - $92.4K
|
3.75K
$338K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
850+ 2.36% |
$80.6K - $89.5K
|
36.9K
$3.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
771+ 30.38% |
$73.1K - $81.2K
|
3.31K
$299K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
675+ 21.25% |
$64K - $71.1K
|
3.85K
$347K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
665+ 3.07% |
$63.1K - $70K
|
22.3K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
653+ 7.93% |
$61.9K - $68.8K
|
8.88K
$801K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
651+ 54.89% |
$61.7K - $68.6K
|
1.84K
$166K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
551+ 112.45% |
$52.3K - $58K
|
1.04K
$93.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
477+ 1.02% |
$45.2K - $50.2K
|
47.1K
$4.25M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
470+ 3.67% |
$44.6K - $49.5K
|
13.3K
$1.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
445+ 9.51% |
$42.2K - $46.9K
|
5.12K
$462K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
416+ 2.75% |
$39.5K - $43.8K
|
15.5K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
398+ 0.94% |
$37.7K - $41.9K
|
42.9K
$3.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
355+ 9.13% |
$33.7K - $37.4K
|
4.24K
$383K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
345+ 21.22% |
$32.7K - $36.3K
|
1.97K
$178K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
326+ 7.79% |
$30.9K - $34.3K
|
4.51K
$407K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
295+ 26.06% |
$28K - $31.1K
|
1.43K
$129K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
293+ 8.63% |
$27.8K - $30.9K
|
3.69K
$333K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
245+ 36.46% |
$23.2K - $25.8K
|
917
$82.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
234+ 1.37% |
$22.2K - $24.6K
|
17.4K
$1.57M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
192+ 1.7% |
$18.2K - $20.2K
|
11.5K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
153+ 0.7% |
$14.5K - $16.1K
|
21.9K
$1.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
153+ 0.97% |
$14.5K - $16.1K
|
15.8K
$1.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
150+ 161.29% |
$14.2K - $15.8K
|
243
$21.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
149+ 6.89% |
$14.1K - $15.7K
|
2.31K
$208K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
149+ 2.23% |
$14.1K - $15.7K
|
6.84K
$617K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
122New |
$11.6K - $12.8K
|
122
$11K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
111+ 1.55% |
$10.5K - $11.7K
|
7.27K
$656K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
102+ 3.57% |
$9.67K - $10.7K
|
2.96K
$267K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
100+ 1.9% |
$9.48K - $10.5K
|
5.36K
$483K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
100+ 2.14% |
$9.48K - $10.5K
|
4.77K
$430K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
99+ 0.56% |
$9.39K - $10.4K
|
17.8K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
84+ 1.86% |
$7.97K - $8.85K
|
4.61K
$416K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
77+ 1.4% |
$7.3K - $8.11K
|
5.57K
$502K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
76+ 0.18% |
$7.21K - $8K
|
42.5K
$3.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
45+ 0.56% |
$4.27K - $4.74K
|
8.07K
$728K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
39New |
$3.7K - $4.11K
|
39
$3.52K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
26New |
$2.47K - $2.74K
|
26
$2.35K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
14+ 1.53% |
$1.33K - $1.47K
|
931
$84K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
13+ 65.0% |
$1.23K - $1.37K
|
33
$2.98K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
8+ 0.26% |
$759 - $842
|
3.07K
$277K
|