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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.4K- 3.27% |
$125K - $143K
|
41.3K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.42K- 3.84% |
$127K - $145K
|
35.6K
$3.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.44K- 4.04% |
$129K - $147K
|
34.1K
$3.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.49K- 3.37% |
$134K - $152K
|
42.7K
$4.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.52K- 4.07% |
$136K - $155K
|
35.8K
$3.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.61K- 1.73% |
$144K - $164K
|
91.4K
$8.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.68K- 5.25% |
$150K - $171K
|
30.3K
$2.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.69K- 0.3% |
$151K - $172K
|
559K
$53.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.72K- 1.41% |
$154K - $175K
|
120K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-1.74K- 40.45% |
$156K - $177K
|
2.56K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.74K- 9.11% |
$156K - $178K
|
17.3K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.82K- 4.1% |
$163K - $186K
|
42.5K
$4.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.83K- 14.64% |
$164K - $187K
|
10.7K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-1.85K- 7.29% |
$166K - $189K
|
23.5K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.88K- 95.37% |
$168K - $192K
|
91
$8.69K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.89K- 1.23% |
$169K - $193K
|
151K
$14.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.91K- 28.04% |
$171K - $195K
|
4.9K
$468K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.98K- 12.26% |
$177K - $202K
|
14.1K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.99K- 3.46% |
$178K - $203K
|
55.5K
$5.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.11K- 10.53% |
$189K - $215K
|
17.9K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-2.19K- 7.52% |
$196K - $224K
|
26.9K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.21K- 8.08% |
$198K - $225K
|
25.1K
$2.4M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.22K- 8.57% |
$199K - $227K
|
23.7K
$2.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.24K- 2.42% |
$201K - $229K
|
90.1K
$8.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.27K- 10.11% |
$203K - $232K
|
20.2K
$1.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-2.3K- 1.74% |
$206K - $235K
|
130K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.44K- 3.32% |
$219K - $249K
|
71K
$6.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.46K- 16.29% |
$220K - $251K
|
12.6K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.47K- 3.95% |
$221K - $252K
|
60.1K
$5.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.48K- 1.26% |
$223K - $254K
|
195K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.66K- 1.28% |
$239K - $272K
|
205K
$19.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-2.7K- 1.41% |
$242K - $275K
|
189K
$18M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.77K- 13.55% |
$249K - $283K
|
17.7K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.8K- 15.19% |
$251K - $286K
|
15.7K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.81K- 22.02% |
$252K - $287K
|
9.95K
$950K
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.84K- 2.54% |
$254K - $290K
|
109K
$10.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.84K- 25.8% |
$255K - $290K
|
8.18K
$781K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.92K- 2.52% |
$262K - $298K
|
113K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-2.95KClosed |
$265K - $301K
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.96K- 0.84% |
$265K - $302K
|
350K
$33.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-3K- 0.84% |
$269K - $306K
|
356K
$34M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-3.01K- 27.28% |
$270K - $308K
|
8.03K
$766K
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-3.02K- 2.28% |
$271K - $308K
|
129K
$12.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.04K- 26.99% |
$272K - $310K
|
8.21K
$783K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.38K- 6.88% |
$303K - $345K
|
45.7K
$4.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.44K- 18.66% |
$309K - $352K
|
15K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.48K- 14.6% |
$312K - $356K
|
20.4K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.62K- 10.51% |
$325K - $370K
|
30.8K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-3.64K- 13.07% |
$326K - $371K
|
24.2K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.73K- 14.88% |
$335K - $381K
|
21.4K
$2.04M
|