Purchases and Sales Made in Q4 2024 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q4 2024. 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 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
937K+ 29.77% |
$84M - $95.7M
|
4.08M
$418M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
363K+ 1083.19% |
$32.6M - $37.1M
|
397K
$40.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
227KNew |
$20.4M - $23.2M
|
227K
$23.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
177K+ 7447.72% |
$15.8M - $18M
|
179K
$18.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
173K+ 800.63% |
$15.5M - $17.7M
|
195K
$19.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
137K+ 2975.46% |
$12.3M - $14M
|
141K
$14.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
132K+ 107.35% |
$11.8M - $13.4M
|
254K
$26M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
124K+ 99.57% |
$11.1M - $12.7M
|
249K
$25.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Marks Wealth, LLC
|
BUY
|
- |
119K+ 74.43% |
$10.7M - $12.1M
|
279K
$28.5M
|
|
|
Jan 14, 2025
Q4 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
104K+ 162.62% |
$9.36M - $10.7M
|
169K
$17.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
87.2K+ 12.91% |
$7.82M - $8.9M
|
762K
$78M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
75.9KNew |
$6.8M - $7.75M
|
75.9K
$7.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
71.1K+ 250.91% |
$6.37M - $7.26M
|
99.4K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
59.1K+ 1068.32% |
$5.3M - $6.03M
|
64.6K
$6.61M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
55.6K+ 1294.66% |
$4.98M - $5.68M
|
59.9K
$6.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
53.9K+ 49.41% |
$4.84M - $5.51M
|
163K
$16.7M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
53.8K+ 5486.73% |
$4.82M - $5.49M
|
54.8K
$5.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
52.7KNew |
$4.72M - $5.38M
|
52.7K
$5.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
49K+ 38.69% |
$4.4M - $5.01M
|
176K
$18M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
48KNew |
$4.3M - $4.9M
|
48K
$4.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
47.6K+ 62.4% |
$4.27M - $4.86M
|
124K
$12.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
47.5K+ 1.83% |
$4.26M - $4.85M
|
2.64M
$271M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
44.8KNew |
$4.01M - $4.57M
|
44.8K
$4.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
44.7K+ 11.1% |
$4.01M - $4.57M
|
448K
$45.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
43.5KNew |
$3.9M - $4.45M
|
43.5K
$4.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
43.4KNew |
$3.89M - $4.44M
|
43.4K
$4.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
35.5K+ 1047.05% |
$3.19M - $3.63M
|
38.9K
$3.99M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
26.7K+ 169.04% |
$2.39M - $2.73M
|
42.5K
$4.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
24.8KNew |
$2.23M - $2.54M
|
24.8K
$2.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
23.4KNew |
$2.1M - $2.39M
|
23.4K
$2.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
21.9K+ 2.87% |
$1.96M - $2.24M
|
785K
$80.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.3K+ 28.06% |
$1.73M - $1.97M
|
88.1K
$9.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.7K+ 30.53% |
$1.68M - $1.91M
|
79.9K
$8.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
16.4K+ 83.85% |
$1.47M - $1.68M
|
36.1K
$3.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.1K+ 35.1% |
$1.44M - $1.64M
|
61.9K
$6.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
15.6K+ 50.48% |
$1.39M - $1.59M
|
46.4K
$4.75M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14.9KNew |
$1.34M - $1.52M
|
14.9K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
14.6KNew |
$1.31M - $1.49M
|
14.6K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
12.8KNew |
$1.15M - $1.31M
|
12.8K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.1KNew |
$1.09M - $1.24M
|
12.1K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
12.1K+ 73.61% |
$1.08M - $1.23M
|
28.5K
$2.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
11.9K+ 27.05% |
$1.07M - $1.21M
|
55.9K
$5.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
11.6K+ 18.84% |
$1.04M - $1.18M
|
73.1K
$7.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.6K+ 44.9% |
$1.04M - $1.18M
|
37.3K
$3.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
11.1K+ 105.41% |
$999K - $1.14M
|
21.7K
$2.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
9.8KNew |
$879K - $1M
|
9.8K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
9.74KNew |
$873K - $995K
|
9.74K
$997K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
8.42K+ 79.67% |
$755K - $860K
|
19K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.29KNew |
$744K - $847K
|
8.29K
$849K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
8.26KNew |
$741K - $844K
|
8.26K
$846K
|