Purchases and Sales Made in Q2 2025 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.46K+ 6.79% |
$470K - $592K
|
85.8K
$9.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
5.4K+ 6.46% |
$465K - $586K
|
89K
$10.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
BUY
|
- |
5.18K+ 85.97% |
$446K - $562K
|
11.2K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.07K+ 29.21% |
$437K - $550K
|
22.4K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
5.05K+ 15.15% |
$435K - $548K
|
38.4K
$4.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
5.02KNew |
$432K - $544K
|
5.02K
$571K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
5.02KNew |
$432K - $544K
|
5.02K
$571K
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
4.97K+ 2.57% |
$428K - $539K
|
198K
$22.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
4.86K+ 24.27% |
$419K - $528K
|
24.9K
$2.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
4.85K+ 70.84% |
$418K - $526K
|
11.7K
$1.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.84K+ 139.78% |
$416K - $525K
|
8.29K
$944K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
4.83K+ 8.44% |
$416K - $524K
|
62K
$7.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
4.81K+ 38.9% |
$414K - $522K
|
17.2K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.71K+ 25.81% |
$405K - $511K
|
22.9K
$2.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.7K+ 6.24% |
$405K - $510K
|
80K
$9.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
4.7K+ 6.2% |
$405K - $510K
|
80.5K
$9.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
4.65K+ 11.91% |
$401K - $505K
|
43.7K
$4.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.45K+ 33.35% |
$383K - $483K
|
17.8K
$2.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.43K+ 3.89% |
$382K - $481K
|
118K
$13.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
4.32KNew |
$372K - $469K
|
4.32K
$492K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.26KNew |
$367K - $463K
|
4.26K
$485K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
4.21K+ 42.38% |
$362K - $456K
|
14.1K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
4.18KNew |
$360K - $454K
|
4.18K
$476K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.18K+ 133.94% |
$360K - $454K
|
7.31K
$832K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.96K+ 10.7% |
$341K - $429K
|
40.9K
$4.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.92K+ 14.57% |
$338K - $425K
|
30.8K
$3.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
3.91K+ 2.73% |
$337K - $424K
|
147K
$16.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.8K+ 47.56% |
$328K - $413K
|
11.8K
$1.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.73K+ 24.12% |
$321K - $405K
|
19.2K
$2.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
3.67KNew |
$316K - $398K
|
3.67K
$418K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.66K+ 16.95% |
$315K - $397K
|
25.2K
$2.87M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.65K+ 17.16% |
$314K - $396K
|
24.9K
$2.84M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
3.64KNew |
$314K - $395K
|
3.64K
$414K
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
3.6KNew |
$310K - $391K
|
3.6K
$410K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.59K+ 6.63% |
$309K - $390K
|
57.8K
$6.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
3.58K+ 390.31% |
$309K - $389K
|
4.5K
$512K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.55K+ 8.19% |
$306K - $385K
|
46.9K
$5.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.52K+ 36.69% |
$303K - $382K
|
13.1K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
3.49KNew |
$300K - $378K
|
3.49K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
3.41KNew |
$294K - $370K
|
3.41K
$389K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.36K+ 3.57% |
$289K - $364K
|
97.6K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.25K+ 18.69% |
$280K - $353K
|
20.7K
$2.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
3.23K+ 23.82% |
$278K - $350K
|
16.8K
$1.91M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.21K+ 20.24% |
$276K - $348K
|
19.1K
$2.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.17K+ 119.07% |
$273K - $343K
|
5.82K
$663K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.15KNew |
$271K - $342K
|
3.15K
$359K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.12KNew |
$269K - $339K
|
3.12K
$355K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
3.11K+ 59.46% |
$268K - $337K
|
8.34K
$949K
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.03KNew |
$261K - $329K
|
3.03K
$345K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.02KNew |
$260K - $328K
|
3.02K
$344K
|