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 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
170+ 0.8% |
$9.54K - $11.1K
|
21.5K
$2.11M
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
168+ 0.01% |
$9.43K - $11K
|
2.07M
$203M
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
158+ 0.77% |
$8.87K - $10.3K
|
20.7K
$2.02M
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
158+ 3.88% |
$8.87K - $10.3K
|
4.23K
$414K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
151New |
$8.48K - $9.86K
|
151
$14.8K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
142New |
$7.97K - $9.27K
|
142
$13.9K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
135New |
$7.58K - $8.82K
|
135
$13.2K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
134+ 5.69% |
$7.52K - $8.75K
|
2.49K
$244K
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
125+ 0.52% |
$7.02K - $8.16K
|
24K
$2.35M
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
116New |
$6.51K - $7.57K
|
116
$11.4K
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
115New |
$6.45K - $7.51K
|
115
$11.3K
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
115+ 0.81% |
$6.45K - $7.51K
|
14.3K
$1.4M
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
114+ 0.18% |
$6.4K - $7.44K
|
62.5K
$6.12M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
114New |
$6.4K - $7.44K
|
114
$11.2K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
113New |
$6.34K - $7.38K
|
113
$11.1K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
107New |
$6.01K - $6.99K
|
107
$10.5K
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
105+ 1.23% |
$5.89K - $6.86K
|
8.67K
$849K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
93New |
$5.22K - $6.07K
|
93
$9.11K
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
75+ 2.24% |
$4.21K - $4.9K
|
3.42K
$335K
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
74+ 0.33% |
$4.15K - $4.83K
|
22.5K
$2.21M
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
74+ 0.22% |
$4.15K - $4.83K
|
34.4K
$3.36M
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
73+ 1.13% |
$4.1K - $4.77K
|
6.53K
$640K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
73New |
$4.1K - $4.77K
|
73
$7.15K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
71New |
$3.99K - $4.64K
|
71
$6.95K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
61+ 25.63% |
$3.42K - $3.98K
|
299
$29.3K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
61+ 25.63% |
$3.42K - $3.98K
|
299
$29.3K
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
59+ 0.56% |
$3.31K - $3.85K
|
10.5K
$1.03M
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
53+ 757.14% |
$2.97K - $3.46K
|
60
$5.88K
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
51+ 0.87% |
$2.86K - $3.33K
|
5.89K
$577K
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
BUY
|
- |
50+ 1.3% |
$2.81K - $3.27K
|
3.89K
$381K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43New |
$2.41K - $2.81K
|
43
$4.21K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
34New |
$1.91K - $2.22K
|
34
$3.33K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
32New |
$1.8K - $2.09K
|
32
$3.13K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
30New |
$1.68K - $1.96K
|
30
$2.94K
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
30+ 3.03% |
$1.68K - $1.96K
|
1.02K
$99.9K
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
28+ 0.09% |
$1.57K - $1.83K
|
31.3K
$3.06M
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
28New |
$1.57K - $1.83K
|
28
$2.74K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
27New |
$1.52K - $1.76K
|
27
$2.64K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
26New |
$1.46K - $1.7K
|
26
$2.55K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
25New |
$1.4K - $1.63K
|
25
$2.45K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22+ 0.14% |
$1.23K - $1.44K
|
16K
$1.57M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
20New |
$1.12K - $1.31K
|
20
$1.96K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15+ 12.4% |
$842 - $980
|
136
$13.3K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
13+ 2.87% |
$730 - $849
|
466
$45.6K
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
12+ 0.12% |
$674 - $784
|
10.2K
$1M
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10New |
$561 - $653
|
10
$979
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9New |
$505 - $588
|
9
$881
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
7New |
$393 - $457
|
7
$686
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
6New |
$337 - $392
|
6
$588
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5+ 0.12% |
$281 - $327
|
4.33K
$424K
|