Purchases and Sales Made in Q4 2021 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
5.05KNew |
$372K - $415K
|
5.05K
$492K
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5.05KNew |
$372K - $415K
|
5.05K
$492K
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.91K+ 8.57% |
$362K - $403K
|
62.3K
$6.06M
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.84KNew |
$356K - $397K
|
4.84K
$471K
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
4.8K+ 5.91% |
$354K - $394K
|
86.1K
$8.39M
|
|
Feb 08, 2022
Q4 2021
|
Somerville Kurt F
|
BUY
|
- |
4.71KNew |
$347K - $387K
|
4.71K
$459K
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
BUY
|
- |
4.66K+ 5.82% |
$343K - $383K
|
84.7K
$8.25M
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.61K+ 4.49% |
$339K - $378K
|
107K
$10.5M
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.49KNew |
$331K - $369K
|
4.49K
$438K
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
4.42KNew |
$325K - $363K
|
4.42K
$430K
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
4.4KNew |
$324K - $361K
|
4.4K
$429K
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4.36K+ 30.88% |
$321K - $358K
|
18.5K
$1.8M
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
4.28KNew |
$315K - $351K
|
4.28K
$417K
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.18KNew |
$307K - $343K
|
4.18K
$407K
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
4.18KNew |
$307K - $343K
|
4.18K
$407K
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4.15KNew |
$305K - $341K
|
4.15K
$404K
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4.14K+ 164.81% |
$304K - $340K
|
6.64K
$647K
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.06KNew |
$299K - $334K
|
4.06K
$396K
|
|
Jan 28, 2022
Q4 2021
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
4.03KNew |
$296K - $331K
|
4.03K
$392K
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.01KNew |
$295K - $329K
|
4.01K
$390K
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4K+ 18.22% |
$294K - $328K
|
25.9K
$2.52M
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.97K+ 7.27% |
$293K - $326K
|
58.6K
$5.71M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.95K+ 30.15% |
$291K - $325K
|
17.1K
$1.66M
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
3.81K+ 104.5% |
$280K - $313K
|
7.45K
$726K
|
|
Jan 24, 2022
Q4 2021
|
Sky Investment Group LLC
|
BUY
|
- |
3.8KNew |
$280K - $312K
|
3.8K
$370K
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
3.56KNew |
$262K - $293K
|
3.56K
$347K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.49KNew |
$257K - $287K
|
3.49K
$340K
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
3.44KNew |
$253K - $282K
|
3.44K
$335K
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.27KNew |
$241K - $268K
|
3.27K
$318K
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
3.23K+ 61.43% |
$237K - $265K
|
8.48K
$825K
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.22K+ 116.45% |
$237K - $265K
|
5.99K
$583K
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
3.21KNew |
$236K - $264K
|
3.21K
$313K
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.16KNew |
$233K - $260K
|
3.16K
$308K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.08K+ 3.37% |
$227K - $253K
|
94.4K
$9.19M
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.08K+ 4.55% |
$227K - $253K
|
70.7K
$6.89M
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.98KNew |
$219K - $245K
|
2.98K
$290K
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.94KNew |
$217K - $242K
|
2.94K
$286K
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.92KNew |
$215K - $239K
|
2.92K
$284K
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.9KNew |
$213K - $238K
|
2.9K
$282K
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.89KNew |
$213K - $237K
|
2.89K
$281K
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.7KNew |
$199K - $221K
|
2.7K
$263K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.69KNew |
$198K - $221K
|
2.69K
$262K
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
2.65K+ 18.73% |
$195K - $217K
|
16.8K
$1.63M
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.63KNew |
$193K - $216K
|
2.63K
$256K
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.61KNew |
$192K - $214K
|
2.61K
$254K
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
2.6KNew |
$192K - $214K
|
2.6K
$254K
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
BUY
|
- |
2.58K+ 3.16% |
$190K - $212K
|
84.1K
$8.19M
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.57K+ 9.87% |
$190K - $211K
|
28.7K
$2.79M
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.56K+ 10.99% |
$188K - $210K
|
25.8K
$2.52M
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.53K+ 49.72% |
$186K - $207K
|
7.6K
$740K
|