Purchases and Sales Made in Q4 2023 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
153+ 1.46% |
$9.65K - $11.2K
|
10.6K
$1.04M
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
151+ 3.36% |
$9.53K - $11K
|
4.65K
$455K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
150New |
$9.46K - $11K
|
150
$14.7K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
142+ 1.48% |
$8.96K - $10.4K
|
9.72K
$952K
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
134New |
$8.45K - $9.8K
|
134
$13.1K
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
119New |
$7.51K - $8.7K
|
119
$11.7K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
114+ 3.5% |
$7.19K - $8.33K
|
3.37K
$330K
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
113+ 0.77% |
$7.13K - $8.26K
|
14.7K
$1.44M
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
103+ 0.7% |
$6.5K - $7.53K
|
14.8K
$1.45M
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 26.74% |
$6.31K - $7.31K
|
474
$46.4K
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
100New |
$6.31K - $7.31K
|
100
$9.79K
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
100New |
$6.31K - $7.31K
|
100
$9.79K
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 2.11% |
$6.31K - $7.31K
|
4.85K
$475K
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
100New |
$6.31K - $7.31K
|
100
$9.79K
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
98+ 2.3% |
$6.18K - $7.16K
|
4.35K
$426K
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
95+ 197.92% |
$5.99K - $6.94K
|
143
$14K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
94+ 10.31% |
$5.93K - $6.87K
|
1.01K
$98.5K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
77+ 50.0% |
$4.86K - $5.63K
|
231
$22.6K
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
76+ 2.46% |
$4.79K - $5.56K
|
3.17K
$311K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
73New |
$4.61K - $5.34K
|
73
$7.15K
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
66New |
$4.16K - $4.82K
|
66
$6.46K
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
63+ 0.09% |
$3.97K - $4.61K
|
71.2K
$6.97M
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
60+ 0.54% |
$3.79K - $4.39K
|
11.3K
$1.1M
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
53+ 12.41% |
$3.34K - $3.87K
|
480
$47K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
51New |
$3.22K - $3.73K
|
51
$4.99K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
50+ 80.65% |
$3.15K - $3.65K
|
112
$11K
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
50New |
$3.15K - $3.65K
|
50
$4.9K
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
50New |
$3.15K - $3.65K
|
50
$4.9K
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
48+ 0.21% |
$3.03K - $3.51K
|
22.6K
$2.21M
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
46New |
$2.9K - $3.36K
|
46
$4.51K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
45New |
$2.84K - $3.29K
|
45
$4.41K
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
39+ 0.93% |
$2.46K - $2.85K
|
4.22K
$413K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
37+ 80.43% |
$2.33K - $2.7K
|
83
$8.13K
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
35+ 0.91% |
$2.21K - $2.56K
|
3.86K
$378K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
35New |
$2.21K - $2.56K
|
35
$3.43K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
34New |
$2.15K - $2.49K
|
34
$3.33K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
30New |
$1.89K - $2.19K
|
30
$2.94K
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
29+ 8.48% |
$1.83K - $2.12K
|
371
$36.3K
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
26+ 0.63% |
$1.64K - $1.9K
|
4.14K
$406K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
25New |
$1.58K - $1.83K
|
25
$2.45K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
24New |
$1.51K - $1.75K
|
24
$2.35K
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
23+ 0.2% |
$1.45K - $1.68K
|
11.3K
$1.1M
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
21+ 0.16% |
$1.32K - $1.54K
|
13.2K
$1.29M
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
20+ 6.87% |
$1.26K - $1.46K
|
311
$30.5K
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
16+ 0.18% |
$1.01K - $1.17K
|
9.15K
$896K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13New |
$820 - $950
|
13
$1.27K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
13+ 0.7% |
$820 - $950
|
1.86K
$182K
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
11+ 0.08% |
$694 - $804
|
14.2K
$1.39M
|
|
Jan 18, 2024
Q4 2023
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
10+ 0.07% |
$631 - $731
|
13.9K
$1.36M
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
10New |
$631 - $731
|
10
$979
|