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
|
Peak Financial Advisors LLC
|
BUY
|
- |
7.05K+ 79.67% |
$445K - $515K
|
15.9K
$1.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.02K+ 101.15% |
$443K - $513K
|
14K
$1.37M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.9K+ 9.55% |
$435K - $504K
|
79.2K
$7.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.83KNew |
$431K - $499K
|
6.83K
$669K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
6.77K+ 37.03% |
$427K - $495K
|
25.1K
$2.45M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.77K+ 53.16% |
$427K - $495K
|
19.5K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
6.75KNew |
$426K - $493K
|
6.75K
$661K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
6.75KNew |
$426K - $493K
|
6.75K
$661K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
6.69K+ 8.07% |
$422K - $489K
|
89.5K
$8.77M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.66K+ 88.21% |
$420K - $487K
|
14.2K
$1.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
6.59KNew |
$416K - $482K
|
6.59K
$646K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
BUY
|
- |
6.59KNew |
$416K - $481K
|
6.59K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
6.53K+ 11.12% |
$412K - $477K
|
65.3K
$6.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
6.29KNew |
$397K - $460K
|
6.29K
$616K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.27K+ 10.28% |
$395K - $458K
|
67.2K
$6.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
6.15KNew |
$388K - $450K
|
6.15K
$602K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.11K+ 16977.78% |
$386K - $447K
|
6.15K
$602K
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
5.97KNew |
$377K - $436K
|
5.97K
$585K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
5.86K+ 22.93% |
$370K - $428K
|
31.4K
$3.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.8KNew |
$366K - $424K
|
5.8K
$568K
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.7KNew |
$360K - $417K
|
5.7K
$559K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5.64K+ 10.18% |
$356K - $413K
|
61.1K
$5.98M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
5.41KNew |
$341K - $395K
|
5.41K
$530K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.4K+ 4.69% |
$340K - $395K
|
121K
$11.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
5.22K+ 12.19% |
$329K - $382K
|
48.1K
$4.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.18KNew |
$327K - $378K
|
5.18K
$507K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.1KNew |
$322K - $373K
|
5.1K
$500K
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
5KNew |
$315K - $366K
|
5K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.97KNew |
$314K - $364K
|
4.97K
$487K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.97K+ 11.4% |
$314K - $363K
|
48.6K
$4.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.95K+ 5.21% |
$312K - $362K
|
99.9K
$9.78M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.93KNew |
$311K - $360K
|
4.93K
$483K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.91K+ 22.47% |
$310K - $359K
|
26.8K
$2.62M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
4.9KNew |
$309K - $358K
|
4.9K
$480K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.85KNew |
$306K - $354K
|
4.85K
$475K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
4.69K+ 2.21% |
$296K - $343K
|
217K
$21.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.61K+ 5.03% |
$291K - $337K
|
96.3K
$9.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
4.58KNew |
$289K - $335K
|
4.58K
$449K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.55KNew |
$287K - $332K
|
4.55K
$445K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.53KNew |
$285K - $331K
|
4.53K
$443K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.52KNew |
$285K - $331K
|
4.52K
$443K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.47KNew |
$282K - $327K
|
4.47K
$438K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.46K+ 57.6% |
$282K - $326K
|
12.2K
$1.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
4.44KNew |
$280K - $325K
|
4.44K
$435K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
4.44KNew |
$280K - $324K
|
4.44K
$434K
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
4.38K+ 44.04% |
$277K - $320K
|
14.3K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
4.38K+ 25.97% |
$276K - $320K
|
21.3K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.32K+ 50.19% |
$272K - $315K
|
12.9K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.26KNew |
$269K - $311K
|
4.26K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
4.26KNew |
$269K - $311K
|
4.26K
$417K
|