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 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-702- 5.96% |
$44.3K - $51.3K
|
11.1K
$1.08M
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-717- 0.03% |
$45.2K - $52.4K
|
2.07M
$202M
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-719- 0.85% |
$45.4K - $52.6K
|
83.6K
$8.18M
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-726- 1.11% |
$45.8K - $53.1K
|
64.9K
$6.35M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-727- 13.37% |
$45.9K - $53.1K
|
4.71K
$461K
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-750- 78.95% |
$47.3K - $54.8K
|
200
$19.6K
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-772- 21.59% |
$48.7K - $56.4K
|
2.8K
$274K
|
|
Feb 12, 2024
Q4 2023
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-788- 5.43% |
$49.7K - $57.6K
|
13.7K
$1.34M
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-808- 2.83% |
$51K - $59.1K
|
27.7K
$2.71M
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-812- 19.58% |
$51.2K - $59.4K
|
3.34K
$326K
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-855- 5.68% |
$53.9K - $62.5K
|
14.2K
$1.39M
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-864- 18.24% |
$54.5K - $63.2K
|
3.87K
$379K
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-878- 9.4% |
$55.4K - $64.2K
|
8.47K
$828K
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-885- 15.86% |
$55.8K - $64.7K
|
4.7K
$459K
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-895- 3.76% |
$56.5K - $65.4K
|
22.9K
$2.24M
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-911- 17.83% |
$57.5K - $66.6K
|
4.2K
$411K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-941- 12.68% |
$59.4K - $68.8K
|
6.48K
$634K
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-944- 1.15% |
$59.6K - $69K
|
81.1K
$7.94M
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.02K- 23.68% |
$64.4K - $74.6K
|
3.29K
$322K
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.07K- 3.9% |
$67.2K - $77.9K
|
26.3K
$2.57M
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 5.51% |
$70.6K - $81.8K
|
19.2K
$1.88M
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.14K- 2.37% |
$71.6K - $83K
|
46.8K
$4.58M
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.14K- 19.8% |
$72.1K - $83.6K
|
4.63K
$453K
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.19K- 2.66% |
$75.1K - $87K
|
43.6K
$4.26M
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.21K- 26.9% |
$76.5K - $88.6K
|
3.29K
$322K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.23K- 0.67% |
$77.8K - $90.1K
|
183K
$17.9M
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.25K- 6.26% |
$78.9K - $91.4K
|
18.7K
$1.83M
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.37K- 26.01% |
$86.2K - $99.9K
|
3.89K
$380K
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.37K- 25.2% |
$86.2K - $99.9K
|
4.06K
$397K
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.37K- 3.37% |
$86.4K - $100K
|
39.2K
$3.84M
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.48K- 9.79% |
$93.3K - $108K
|
13.6K
$1.33M
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.49K- 5.45% |
$93.9K - $109K
|
25.8K
$2.53M
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-1.52K- 2.52% |
$95.9K - $111K
|
58.8K
$5.75M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.56K- 1.71% |
$98.4K - $114K
|
89.6K
$8.77M
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-1.58K- 3.09% |
$99.6K - $115K
|
49.6K
$4.85M
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-1.62K- 4.77% |
$102K - $118K
|
32.3K
$3.16M
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.62K- 31.68% |
$102K - $118K
|
3.5K
$342K
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.65K- 4.96% |
$104K - $120K
|
31.6K
$3.09M
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.65K- 26.74% |
$104K - $121K
|
4.53K
$443K
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.76K- 6.87% |
$111K - $129K
|
23.9K
$2.33M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.87K- 9.84% |
$118K - $137K
|
17.1K
$1.67M
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
SELL
|
- |
-1.93K- 4.55% |
$122K - $141K
|
40.4K
$3.96M
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.97K- 6.84% |
$124K - $144K
|
26.8K
$2.62M
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2.05K- 7.52% |
$129K - $150K
|
25.2K
$2.46M
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.05K- 25.37% |
$129K - $150K
|
6.03K
$590K
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-2.06K- 5.22% |
$130K - $151K
|
37.4K
$3.66M
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-2.15K- 14.9% |
$135K - $157K
|
12.3K
$1.2M
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-2.26K- 5.12% |
$142K - $165K
|
41.8K
$4.09M
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2.27K- 35.3% |
$143K - $166K
|
4.16K
$407K
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-2.38K- 23.31% |
$150K - $174K
|
7.83K
$766K
|