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 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.45K- 3.11% |
$154K - $179K
|
76.3K
$7.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.69K- 4.52% |
$169K - $196K
|
56.7K
$5.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-2.85K- 4.32% |
$180K - $208K
|
63.2K
$6.19M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.89K- 5.47% |
$182K - $211K
|
49.9K
$4.89M
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-2.95K- 67.16% |
$186K - $216K
|
1.44K
$141K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-2.99K- 6.52% |
$189K - $219K
|
42.9K
$4.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.01K- 1.5% |
$190K - $220K
|
198K
$19.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-3.1K- 49.21% |
$195K - $226K
|
3.19K
$313K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.41K- 1.31% |
$215K - $249K
|
257K
$25.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-3.42K- 9.66% |
$216K - $250K
|
32K
$3.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-3.44K- 4.78% |
$217K - $251K
|
68.5K
$6.71M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-3.47K- 8.3% |
$219K - $254K
|
38.4K
$3.76M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.53K- 42.47% |
$223K - $258K
|
4.78K
$469K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-3.54K- 4.18% |
$223K - $259K
|
81K
$7.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-3.63K- 1.63% |
$229K - $266K
|
219K
$21.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.16K- 24.82% |
$263K - $304K
|
12.6K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.22K- 3.6% |
$266K - $308K
|
113K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.29K- 14.25% |
$270K - $313K
|
25.8K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-4.41K- 3.67% |
$278K - $322K
|
116K
$11.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.44K- 28.82% |
$280K - $324K
|
11K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.57K- 40.27% |
$288K - $334K
|
6.78K
$664K
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-4.62K- 35.05% |
$291K - $337K
|
8.55K
$838K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-4.62K- 52.28% |
$292K - $338K
|
4.22K
$413K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.63K- 3.58% |
$292K - $339K
|
125K
$12.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-4.67K- 30.33% |
$294K - $341K
|
10.7K
$1.05M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-4.68KClosed |
$295K - $342K
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-4.84K- 19.73% |
$305K - $353K
|
19.7K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.85K- 44.16% |
$306K - $355K
|
6.14K
$601K
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-5.01K- 4.54% |
$316K - $366K
|
105K
$10.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.26K- 16.01% |
$332K - $384K
|
27.6K
$2.7M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.32K- 65.53% |
$336K - $389K
|
2.8K
$274K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.48K- 0.15% |
$345K - $400K
|
3.62M
$355M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.8K- 9.33% |
$366K - $424K
|
56.3K
$5.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-6.04K- 43.55% |
$381K - $441K
|
7.82K
$766K
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-6.07K- 12.51% |
$383K - $444K
|
42.5K
$4.16M
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
SELL
|
- |
-6.43K- 46.43% |
$406K - $470K
|
7.42K
$727K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-6.78K- 42.31% |
$427K - $495K
|
9.24K
$905K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6.94K- 26.83% |
$438K - $507K
|
18.9K
$1.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7.08K- 61.98% |
$447K - $517K
|
4.34K
$425K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-7.35K- 1.98% |
$464K - $537K
|
363K
$35.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.2K- 50.64% |
$517K - $599K
|
7.99K
$783K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-8.29K- 13.14% |
$523K - $606K
|
54.8K
$5.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.48K- 5.57% |
$535K - $620K
|
144K
$14.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.62K- 87.24% |
$607K - $703K
|
1.41K
$138K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.79K- 29.26% |
$618K - $716K
|
23.7K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-10K- 62.5% |
$631K - $731K
|
6K
$588K
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
SELL
|
- |
-10.2K- 13.54% |
$643K - $744K
|
65K
$6.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
SELL
|
- |
-10.3K- 41.71% |
$649K - $752K
|
14.4K
$1.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-10.3K- 16.72% |
$649K - $752K
|
51.3K
$5.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10.4K- 12.47% |
$654K - $757K
|
72.8K
$7.13M
|