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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
379New |
$24.6K - $26.1K
|
379
$38.8K
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
373+ 1.38% |
$24.2K - $25.7K
|
27.3K
$2.8M
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
372New |
$24.1K - $25.6K
|
372
$38.1K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
371New |
$24.1K - $25.5K
|
371
$38K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
365+ 5.25% |
$23.7K - $25.1K
|
7.31K
$749K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
361+ 1.21% |
$23.4K - $24.8K
|
30.1K
$3.08M
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
354New |
$23K - $24.4K
|
354
$36.2K
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
351+ 1.96% |
$22.8K - $24.2K
|
18.3K
$1.87M
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
351+ 3.53% |
$22.8K - $24.2K
|
10.3K
$1.05M
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
339+ 2.33% |
$22K - $23.3K
|
14.9K
$1.53M
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
336+ 76.36% |
$21.8K - $23.1K
|
776
$79.4K
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
331+ 1.31% |
$21.5K - $22.8K
|
25.6K
$2.62M
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
321New |
$20.8K - $22.1K
|
321
$32.9K
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
312+ 7.13% |
$20.2K - $21.5K
|
4.69K
$480K
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
305+ 29.9% |
$19.8K - $21K
|
1.33K
$136K
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
305+ 0.55% |
$19.8K - $21K
|
55.4K
$5.67M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
300+ 7.8% |
$19.5K - $20.6K
|
4.15K
$425K
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
300New |
$19.5K - $20.6K
|
300
$30.7K
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
285+ 6.08% |
$18.5K - $19.6K
|
4.97K
$509K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
283+ 199.3% |
$18.4K - $19.5K
|
425
$43.5K
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
282+ 1.31% |
$18.3K - $19.4K
|
21.8K
$2.23M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
275+ 95.49% |
$17.8K - $18.9K
|
563
$57.6K
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
250+ 2.03% |
$16.2K - $17.2K
|
12.6K
$1.29M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
250New |
$16.2K - $17.2K
|
250
$25.6K
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
248+ 5.63% |
$16.1K - $17.1K
|
4.66K
$477K
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
243+ 5.11% |
$15.8K - $16.7K
|
5K
$512K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
238New |
$15.4K - $16.4K
|
238
$24.4K
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
217+ 5.3% |
$14.1K - $14.9K
|
4.31K
$441K
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
211+ 5.32% |
$13.7K - $14.5K
|
4.18K
$428K
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
197+ 4.66% |
$12.8K - $13.6K
|
4.42K
$453K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
195+ 1.56% |
$12.7K - $13.4K
|
12.7K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
175+ 2.46% |
$11.4K - $12K
|
7.3K
$747K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
162+ 3.0% |
$10.5K - $11.1K
|
5.56K
$570K
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
153+ 1.84% |
$9.93K - $10.5K
|
8.47K
$867K
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
152New |
$9.86K - $10.5K
|
152
$15.6K
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
149+ 0.66% |
$9.67K - $10.3K
|
22.7K
$2.32M
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
147New |
$9.54K - $10.1K
|
147
$15K
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
143+ 0.11% |
$9.28K - $9.84K
|
126K
$12.9M
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
140+ 7.07% |
$9.08K - $9.63K
|
2.12K
$217K
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
138+ 7.89% |
$8.95K - $9.5K
|
1.89K
$193K
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
127+ 0.1% |
$8.24K - $8.74K
|
132K
$13.5M
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
122New |
$7.92K - $8.39K
|
122
$12.5K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
120+ 24.79% |
$7.79K - $8.26K
|
604
$61.8K
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
120+ 1.38% |
$7.79K - $8.26K
|
8.79K
$899K
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
117+ 1.04% |
$7.59K - $8.05K
|
11.4K
$1.16M
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
114+ 2.29% |
$7.4K - $7.84K
|
5.1K
$522K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
113+ 1.07% |
$7.33K - $7.78K
|
10.7K
$1.09M
|
|
Dec 02, 2024
Q3 2023
|
Cypress Capital, LLC
|
BUY
|
- |
106+ 2.47% |
$6.88K - $7.29K
|
4.39K
$450K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
100New |
$6.49K - $6.88K
|
100
$10.2K
|
|
Oct 12, 2023
Q3 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
99+ 0.96% |
$6.42K - $6.81K
|
10.4K
$1.06M
|