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 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
12.5K+ 1634.55% |
$791K - $916K
|
13.3K
$1.3M
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
12.5KNew |
$791K - $916K
|
12.5K
$1.23M
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.4K+ 141.59% |
$783K - $907K
|
21.2K
$2.07M
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
12.4KNew |
$780K - $904K
|
12.4K
$1.21M
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
12.1KNew |
$764K - $886K
|
12.1K
$1.19M
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
11.7KNew |
$740K - $857K
|
11.7K
$1.15M
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11K+ 23.09% |
$695K - $806K
|
58.7K
$5.75M
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
10.9KNew |
$690K - $799K
|
10.9K
$1.07M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.8K+ 3.25% |
$680K - $787K
|
342K
$33.5M
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 21.97% |
$662K - $767K
|
58.2K
$5.7M
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
10.4K+ 37.97% |
$658K - $762K
|
37.9K
$3.71M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.1K+ 23.37% |
$639K - $740K
|
53.4K
$5.23M
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
10.1K+ 19.39% |
$636K - $737K
|
62.1K
$6.08M
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
10KNew |
$632K - $732K
|
10K
$981K
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.77KNew |
$617K - $714K
|
9.77K
$957K
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
9.63KNew |
$607K - $704K
|
9.63K
$943K
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
9.6KNew |
$606K - $702K
|
9.6K
$940K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.54K+ 47.44% |
$602K - $698K
|
29.7K
$2.91M
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
9.49KNew |
$599K - $694K
|
9.49K
$930K
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.45KNew |
$596K - $691K
|
9.45K
$926K
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
9.22K+ 1.68% |
$582K - $674K
|
557K
$54.6M
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
9KNew |
$568K - $658K
|
9K
$881K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.96K+ 10.97% |
$565K - $655K
|
90.6K
$8.87M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.88K+ 167.14% |
$560K - $649K
|
14.2K
$1.39M
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
8.71KNew |
$549K - $636K
|
8.71K
$853K
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
8.67KNew |
$547K - $634K
|
8.67K
$849K
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.57K+ 2.21% |
$541K - $627K
|
396K
$38.8M
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.54K+ 237.94% |
$538K - $624K
|
12.1K
$1.19M
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
8.51K+ 2.76% |
$537K - $622K
|
317K
$31M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
8.38KNew |
$528K - $612K
|
8.38K
$820K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
8.25K+ 34.05% |
$521K - $603K
|
32.5K
$3.18M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
8.25K+ 34.05% |
$521K - $603K
|
32.5K
$3.18M
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
8.19KNew |
$517K - $599K
|
8.19K
$802K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.18K+ 48.03% |
$516K - $598K
|
25.2K
$2.47M
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.17K+ 179.94% |
$516K - $597K
|
12.7K
$1.25M
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
8.16K+ 29.83% |
$515K - $596K
|
35.5K
$3.48M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.12KNew |
$513K - $594K
|
8.12K
$796K
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8.07K+ 23.39% |
$509K - $590K
|
42.6K
$4.17M
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
8KNew |
$505K - $585K
|
8K
$784K
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
8KNew |
$505K - $585K
|
8K
$783K
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.8K+ 16.33% |
$492K - $570K
|
55.5K
$5.44M
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7.72K+ 2406.23% |
$487K - $565K
|
8.05K
$788K
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
7.65K+ 62.56% |
$483K - $559K
|
19.9K
$1.95M
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7.58KNew |
$478K - $554K
|
7.58K
$742K
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.51K+ 20.24% |
$474K - $549K
|
44.6K
$4.37M
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
7.46K+ 14.59% |
$471K - $545K
|
58.6K
$5.74M
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.43K+ 128.86% |
$469K - $543K
|
13.2K
$1.29M
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.35K+ 12.04% |
$464K - $537K
|
68.4K
$6.7M
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
7.14KNew |
$450K - $522K
|
7.14K
$699K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
7.13KNew |
$450K - $521K
|
7.13K
$699K
|