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 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
500+ 13.6% |
$31.5K - $36.6K
|
4.18K
$400K
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
499+ 10.85% |
$31.5K - $36.5K
|
5.1K
$488K
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
492+ 3.99% |
$31K - $36K
|
12.8K
$1.23M
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
485+ 1.45% |
$30.6K - $35.5K
|
34K
$3.25M
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
479New |
$30.2K - $35K
|
479
$45.9K
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
473+ 11.44% |
$29.8K - $34.6K
|
4.61K
$441K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
468New |
$29.5K - $34.2K
|
468
$44.8K
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
460+ 0.83% |
$29K - $33.6K
|
55.9K
$5.35M
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
451New |
$28.5K - $33K
|
451
$43.2K
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
445+ 1.32% |
$28.1K - $32.5K
|
34.2K
$3.27M
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
442+ 1.93% |
$27.9K - $32.3K
|
23.4K
$2.24M
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
437New |
$27.6K - $31.9K
|
437
$41.8K
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
415+ 5.89% |
$26.2K - $30.3K
|
7.47K
$715K
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
383New |
$24.2K - $28K
|
383
$36.7K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
382+ 4775.0% |
$24.1K - $27.9K
|
390
$37.3K
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
375+ 0.44% |
$23.7K - $27.4K
|
85.5K
$8.18M
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
375+ 2.96% |
$23.7K - $27.4K
|
13K
$1.25M
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
357+ 3.35% |
$22.5K - $26.1K
|
11K
$1.06M
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
357+ 68.0% |
$22.5K - $26.1K
|
882
$84.4K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
357New |
$22.5K - $26.1K
|
357
$34.2K
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
349+ 6.43% |
$22K - $25.5K
|
5.77K
$553K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
349New |
$22K - $25.5K
|
349
$33.4K
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
313+ 107.93% |
$19.7K - $22.9K
|
603
$57.7K
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
311+ 2.97% |
$19.6K - $22.7K
|
10.8K
$1.03M
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
297+ 37.31% |
$18.7K - $21.7K
|
1.09K
$105K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
295New |
$18.6K - $21.6K
|
295
$28.2K
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
294+ 1.97% |
$18.5K - $21.5K
|
15.2K
$1.46M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
293+ 3.87% |
$18.5K - $21.4K
|
7.87K
$753K
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
278+ 6.41% |
$17.5K - $20.3K
|
4.61K
$442K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
273+ 52.2% |
$17.2K - $20K
|
796
$76.2K
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
255+ 1.27% |
$16.1K - $18.6K
|
20.3K
$1.94M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
243+ 6.0% |
$15.3K - $17.8K
|
4.3K
$411K
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
240+ 4.52% |
$15.1K - $17.5K
|
5.56K
$532K
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
224+ 1178.95% |
$14.1K - $16.4K
|
243
$23.3K
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
220+ 3.02% |
$13.9K - $16.1K
|
7.52K
$719K
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
217+ 0.37% |
$13.7K - $15.9K
|
58.4K
$5.59M
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
215+ 8.74% |
$13.6K - $15.7K
|
2.67K
$256K
|
|
Jan 16, 2024
Q4 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
215+ 3.86% |
$13.6K - $15.7K
|
5.79K
$554K
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
215+ 2.41% |
$13.6K - $15.7K
|
9.12K
$873K
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
205+ 1.49% |
$12.9K - $15K
|
14K
$1.34M
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
194+ 25.0% |
$12.2K - $14.2K
|
970
$92.9K
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
BUY
|
- |
190+ 3.92% |
$12K - $13.9K
|
5.03K
$482K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
184+ 238.96% |
$11.6K - $13.5K
|
261
$25K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
184+ 33.39% |
$11.6K - $13.5K
|
735
$70.4K
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
182+ 1.28% |
$11.5K - $13.3K
|
14.4K
$1.38M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
182New |
$11.5K - $13.3K
|
182
$17.4K
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
179+ 4.43% |
$11.3K - $13.1K
|
4.22K
$404K
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
179+ 2.89% |
$11.3K - $13.1K
|
6.36K
$609K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
177New |
$11.2K - $12.9K
|
177
$16.9K
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
173+ 0.84% |
$10.9K - $12.6K
|
20.8K
$1.99M
|