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 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.51K+ 1.24% |
$95.4K - $111K
|
123K
$12.1M
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.48K+ 1.13% |
$93.4K - $108K
|
133K
$13M
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.46K+ 58.12% |
$92.3K - $107K
|
3.98K
$390K
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.46K+ 6.79% |
$92K - $107K
|
22.9K
$2.24M
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.41K+ 2.45% |
$88.8K - $103K
|
58.8K
$5.76M
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.39K+ 43.62% |
$87.4K - $101K
|
4.56K
$447K
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.35K+ 10.66% |
$85.3K - $98.8K
|
14K
$1.37M
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.32K+ 5.48% |
$83K - $96.1K
|
25.3K
$2.48M
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.25K+ 5.26% |
$79.1K - $91.6K
|
25.1K
$2.46M
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.2KNew |
$76K - $88K
|
1.2K
$118K
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.19K+ 8.8% |
$75.3K - $87.2K
|
14.7K
$1.44M
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.15K+ 81.15% |
$72.2K - $83.7K
|
2.56K
$250K
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
1.14K+ 9.09% |
$72.1K - $83.6K
|
13.7K
$1.34M
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
1.08K+ 7.27% |
$68K - $78.8K
|
15.9K
$1.56M
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 17.96% |
$67.9K - $78.7K
|
7.07K
$692K
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.06K+ 10.82% |
$67.1K - $77.7K
|
10.9K
$1.07M
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.05K+ 247.06% |
$66.2K - $76.8K
|
1.48K
$144K
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.03K+ 1.49% |
$64.7K - $75K
|
69.9K
$6.85M
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
999+ 13.21% |
$63K - $73K
|
8.56K
$839K
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
937+ 3.16% |
$59.1K - $68.5K
|
30.6K
$3M
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
916+ 27.31% |
$57.8K - $67K
|
4.27K
$418K
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
915+ 0.39% |
$57.7K - $66.9K
|
236K
$23.1M
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
907+ 9.78% |
$57.2K - $66.3K
|
10.2K
$997K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
899+ 3.07% |
$56.7K - $65.7K
|
30.2K
$2.95M
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
881+ 371.73% |
$55.6K - $64.4K
|
1.12K
$109K
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
874+ 14.64% |
$55.1K - $63.9K
|
6.84K
$670K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
874+ 18.1% |
$55.1K - $63.9K
|
5.7K
$559K
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
849+ 6.47% |
$53.6K - $62.1K
|
14K
$1.37M
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
809+ 889.01% |
$51K - $59.1K
|
900
$88.1K
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
795+ 15.6% |
$50.2K - $58.1K
|
5.89K
$577K
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
790+ 6.26% |
$49.8K - $57.7K
|
13.4K
$1.31M
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
758+ 5.37% |
$47.8K - $55.4K
|
14.9K
$1.46M
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
755+ 5.93% |
$47.6K - $55.2K
|
13.5K
$1.32M
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
731+ 1782.93% |
$46.1K - $53.4K
|
772
$75.6K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
700New |
$44.2K - $51.2K
|
700
$68.6K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
690New |
$43.5K - $50.4K
|
690
$67.6K
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
665New |
$42K - $48.6K
|
665
$65.1K
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
661+ 1.65% |
$41.7K - $48.3K
|
40.8K
$4M
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
649+ 0.83% |
$40.9K - $47.4K
|
79K
$7.74M
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
623+ 20.01% |
$39.3K - $45.5K
|
3.74K
$366K
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
616+ 2.01% |
$38.9K - $45K
|
31.3K
$3.06M
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
605+ 2.45% |
$38.2K - $44.2K
|
25.3K
$2.48M
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
600New |
$37.9K - $43.9K
|
600
$58.8K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
600+ 625.0% |
$37.9K - $43.9K
|
696
$68.2K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
570+ 253.33% |
$36K - $41.7K
|
795
$77.9K
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
565+ 15.73% |
$35.6K - $41.3K
|
4.16K
$407K
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
530+ 3.35% |
$33.4K - $38.7K
|
16.4K
$1.6M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
530New |
$33.4K - $38.7K
|
530
$51.9K
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
500+ 13.6% |
$31.5K - $36.6K
|
4.18K
$409K
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
499+ 10.85% |
$31.5K - $36.5K
|
5.1K
$499K
|