Purchases and Sales Made in Q3 2023 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-194- 1.34% |
$12.6K - $13.3K
|
14.3K
$1.46M
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-200- 0.83% |
$13K - $13.8K
|
23.8K
$2.43M
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-200- 0.5% |
$13K - $13.8K
|
39.4K
$4.04M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-203- 67.89% |
$13.2K - $14K
|
96
$9.83K
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-236- 3.8% |
$15.3K - $16.2K
|
5.97K
$611K
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-245- 0.58% |
$15.9K - $16.9K
|
41.8K
$4.28M
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-249- 2.82% |
$16.2K - $17.1K
|
8.59K
$880K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-252- 0.47% |
$16.3K - $17.3K
|
53.5K
$5.48M
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-255- 0.22% |
$16.5K - $17.5K
|
115K
$11.8M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-256- 0.53% |
$16.6K - $17.6K
|
47.7K
$4.89M
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-260- 2.34% |
$16.9K - $17.9K
|
10.9K
$1.11M
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-293- 4.72% |
$19K - $20.2K
|
5.91K
$605K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-294- 0.48% |
$19.1K - $20.2K
|
60.9K
$6.24M
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-296- 48.13% |
$19.2K - $20.4K
|
319
$32.7K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-300- 12.32% |
$19.5K - $20.6K
|
2.14K
$219K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-301- 8.24% |
$19.5K - $20.7K
|
3.35K
$343K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-307- 2.16% |
$19.9K - $21.1K
|
13.9K
$1.42M
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-310- 12.45% |
$20.1K - $21.3K
|
2.18K
$223K
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-311- 3.95% |
$20.2K - $21.4K
|
7.56K
$774K
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-327- 4.84% |
$21.2K - $22.5K
|
6.43K
$659K
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-328- 7.89% |
$21.3K - $22.6K
|
3.83K
$392K
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-347- 1.68% |
$22.5K - $23.9K
|
20.3K
$2.07M
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-360- 9.55% |
$23.4K - $24.8K
|
3.41K
$349K
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-401- 7.67% |
$26K - $27.6K
|
4.83K
$494K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-402- 3.78% |
$26.1K - $27.7K
|
10.2K
$1.05M
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-410- 0.85% |
$26.6K - $28.2K
|
47.7K
$4.89M
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-448- 7.86% |
$29.1K - $30.8K
|
5.26K
$538K
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-452- 2.09% |
$29.3K - $31.1K
|
21.1K
$2.16M
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-465- 11.67% |
$30.2K - $32K
|
3.52K
$360K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-468- 7.94% |
$30.4K - $32.2K
|
5.43K
$555K
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-468- 3.23% |
$30.4K - $32.2K
|
14K
$1.43M
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-477- 0.2% |
$30.9K - $32.8K
|
235K
$24.1M
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-479- 0.6% |
$31.1K - $33K
|
78.8K
$8.07M
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-492- 1.76% |
$31.9K - $33.9K
|
27.5K
$2.81M
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-495- 11.53% |
$32.1K - $34.1K
|
3.8K
$389K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-496- 42.39% |
$32.2K - $34.1K
|
674
$69K
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-508- 1.83% |
$33K - $35K
|
27.3K
$2.8M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-508- 1.17% |
$33K - $35K
|
43K
$4.4M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-524- 9.3% |
$34K - $36.1K
|
5.11K
$523K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-544- 1.76% |
$35.3K - $37.4K
|
30.3K
$3.1M
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-553- 1.77% |
$35.9K - $38.1K
|
30.6K
$3.14M
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-565- 3.38% |
$36.7K - $38.9K
|
16.1K
$1.65M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-568- 1.17% |
$36.9K - $39.1K
|
47.8K
$4.9M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-574- 9.55% |
$37.2K - $39.5K
|
5.44K
$557K
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-589- 5.97% |
$38.2K - $40.5K
|
9.27K
$949K
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-591- 3.56% |
$38.3K - $40.7K
|
16K
$1.64M
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-600- 6.57% |
$38.9K - $41.3K
|
8.54K
$874K
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-621- 9.22% |
$40.3K - $42.7K
|
6.12K
$626K
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-668- 23.6% |
$43.3K - $46K
|
2.16K
$221K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-677- 24.7% |
$43.9K - $46.6K
|
2.06K
$211K
|