Purchases and Sales Made in Q2 2023 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-695- 1.27% |
$39K - $45.4K
|
54.1K
$5.3M
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-716- 13.08% |
$40.2K - $46.8K
|
4.76K
$466K
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-742- 15.8% |
$41.6K - $48.5K
|
3.95K
$387K
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-743- 5.58% |
$41.7K - $48.5K
|
12.6K
$1.23M
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-779- 93.63% |
$43.7K - $50.9K
|
53
$5.19K
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-808- 11.19% |
$45.4K - $52.8K
|
6.41K
$628K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-809- 0.58% |
$45.4K - $52.8K
|
138K
$13.5M
|
|
Jul 11, 2023
Q2 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-843- 2.84% |
$47.3K - $55K
|
28.8K
$2.82M
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-928- 17.25% |
$52.1K - $60.6K
|
4.45K
$436K
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-943- 3.27% |
$52.9K - $61.6K
|
27.9K
$2.74M
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-951- 5.52% |
$53.4K - $62.1K
|
16.3K
$1.59M
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-960- 11.81% |
$53.9K - $62.7K
|
7.17K
$702K
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1K- 15.84% |
$56.1K - $65.3K
|
5.32K
$521K
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1K- 8.17% |
$56.2K - $65.4K
|
11.3K
$1.1M
|
|
Jul 13, 2023
Q2 2023
|
Jvl Associates LLC
|
SELL
|
- |
-1.01K- 5.41% |
$56.7K - $66K
|
17.7K
$1.73M
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-1.02K- 1.22% |
$57.5K - $66.9K
|
82.7K
$8.1M
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.06K- 14.57% |
$59.4K - $69.1K
|
6.2K
$608K
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.06K- 8.99% |
$59.5K - $69.2K
|
10.7K
$1.05M
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.08K- 19.72% |
$60.3K - $70.2K
|
4.38K
$429K
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.08K- 23.23% |
$60.5K - $70.4K
|
3.56K
$349K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.08K- 19.62% |
$60.7K - $70.7K
|
4.43K
$434K
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.16K- 10.08% |
$65.1K - $75.7K
|
10.3K
$1.01M
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.19K- 4.66% |
$66.6K - $77.4K
|
24.3K
$2.38M
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.19K- 4.66% |
$66.6K - $77.4K
|
24.3K
$2.38M
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-1.19K- 10.9% |
$66.7K - $77.6K
|
9.72K
$952K
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.22K- 11.67% |
$68.5K - $79.7K
|
9.23K
$904K
|
|
Aug 14, 2023
Q2 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-1.5K- 11.93% |
$84.2K - $98K
|
11.1K
$1.08M
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.61K- 2.21% |
$90.3K - $105K
|
71.1K
$6.96M
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.82K- 11.86% |
$102K - $119K
|
13.6K
$1.33M
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.84K- 3.72% |
$103K - $120K
|
47.6K
$4.66M
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.9K- 36.48% |
$107K - $124K
|
3.31K
$324K
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.05K- 1.08% |
$115K - $134K
|
188K
$18.4M
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.17K- 0.61% |
$122K - $142K
|
356K
$34.9M
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.18K- 38.4% |
$122K - $142K
|
3.49K
$342K
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2.2K- 3.38% |
$124K - $144K
|
63K
$6.17M
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 10.61% |
$135K - $157K
|
20.3K
$1.98M
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.51K- 47.01% |
$141K - $164K
|
2.83K
$277K
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.58K- 15.17% |
$145K - $169K
|
14.4K
$1.41M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.63K- 8.21% |
$147K - $171K
|
29.4K
$2.88M
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-2.63K- 5.34% |
$148K - $172K
|
46.6K
$4.56M
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.63K- 30.51% |
$148K - $172K
|
5.99K
$587K
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.89K- 41.38% |
$162K - $189K
|
4.09K
$401K
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.9K- 9.79% |
$162K - $189K
|
26.7K
$2.61M
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-3.06K- 3.61% |
$172K - $200K
|
81.7K
$8.01M
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.07K- 25.78% |
$172K - $201K
|
8.84K
$866K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.15K- 32.59% |
$177K - $206K
|
6.51K
$638K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.19K- 51.89% |
$179K - $208K
|
2.95K
$289K
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3.45K- 2.93% |
$193K - $225K
|
114K
$11.2M
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.6K- 21.94% |
$202K - $235K
|
12.8K
$1.26M
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
SELL
|
- |
-3.61K- 52.98% |
$203K - $236K
|
3.2K
$314K
|