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 |
---|---|---|---|---|---|---|---|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
9New |
$568 - $658
|
9
$881
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.19% |
$126 - $146
|
1.04K
$102K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 0.43% |
$126 - $146
|
471
$46.1K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.06% |
$63.1 - $73.1
|
1.67K
$163K
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 1.96% |
$63.1 - $73.1
|
52
$5.09K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.33% |
$126 - $146
|
602
$59K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 0.08% |
$315 - $366
|
6.08K
$595K
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-6- 0.57% |
$379 - $439
|
1.04K
$102K
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-7- 0.15% |
$442 - $512
|
4.68K
$459K
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-9- 0.06% |
$568 - $658
|
14K
$1.37M
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-12- 0.52% |
$757 - $877
|
2.31K
$226K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-14- 7.49% |
$883 - $1.02K
|
173
$16.9K
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-14- 0.37% |
$883 - $1.02K
|
3.74K
$366K
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-15- 1.13% |
$946 - $1.1K
|
1.31K
$128K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-15- 0.28% |
$946 - $1.1K
|
5.3K
$519K
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-20- 0.53% |
$1.26K - $1.46K
|
3.78K
$370K
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-24- 0.08% |
$1.51K - $1.75K
|
30.4K
$2.98M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-25- 26.88% |
$1.58K - $1.83K
|
68
$6.66K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-25- 1.17% |
$1.58K - $1.83K
|
2.11K
$207K
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-26- 0.15% |
$1.64K - $1.9K
|
16.8K
$1.65M
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-26Closed |
$1.64K - $1.9K
|
0
$0
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-30- 2.58% |
$1.89K - $2.19K
|
1.13K
$111K
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-33- 0.86% |
$2.08K - $2.41K
|
3.82K
$374K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-39- 22.54% |
$2.46K - $2.85K
|
134
$13.1K
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-44- 0.22% |
$2.78K - $3.22K
|
20.2K
$1.98M
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-53- 0.19% |
$3.34K - $3.87K
|
28.3K
$2.78M
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-55- 1.4% |
$3.47K - $4.02K
|
3.88K
$380K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-60- 8.9% |
$3.79K - $4.39K
|
614
$60.1K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-60- 12.37% |
$3.79K - $4.39K
|
425
$41.6K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-63- 86.3% |
$3.97K - $4.61K
|
10
$979
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-65- 1.9% |
$4.1K - $4.75K
|
3.36K
$329K
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-73- 2.32% |
$4.61K - $5.34K
|
3.07K
$301K
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-76- 1.95% |
$4.79K - $5.56K
|
3.81K
$373K
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-77- 1.2% |
$4.86K - $5.63K
|
6.34K
$621K
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-82- 3.87% |
$5.17K - $5.99K
|
2.04K
$200K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-83- 3.81% |
$5.24K - $6.07K
|
2.1K
$205K
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-84- 1.9% |
$5.3K - $6.14K
|
4.34K
$425K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-97- 0.86% |
$6.12K - $7.09K
|
11.2K
$1.09M
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-105- 35.0% |
$6.62K - $7.68K
|
195
$19.1K
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-111- 3.55% |
$7K - $8.11K
|
3.02K
$296K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-130- 29.68% |
$8.2K - $9.5K
|
308
$30.2K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-133- 29.3% |
$8.39K - $9.72K
|
321
$31.4K
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-133- 0.63% |
$8.39K - $9.72K
|
21K
$2.06M
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-146- 6.29% |
$9.21K - $10.7K
|
2.18K
$213K
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-151- 0.84% |
$9.53K - $11K
|
17.7K
$1.74M
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-163- 4.63% |
$10.3K - $11.9K
|
3.36K
$329K
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-169- 2.0% |
$10.7K - $12.4K
|
8.3K
$813K
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-189- 0.29% |
$11.9K - $13.8K
|
63.9K
$6.26M
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-196- 3.66% |
$12.4K - $14.3K
|
5.16K
$505K
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-196- 8.98% |
$12.4K - $14.3K
|
1.99K
$195K
|