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 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
16.4K+ 83.85% |
$1.47M - $1.68M
|
36.1K
$3.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16.1K+ 35.1% |
$1.44M - $1.64M
|
61.9K
$6.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
15.8KNew |
$1.42M - $1.62M
|
15.8K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
15.6K+ 50.48% |
$1.39M - $1.59M
|
46.4K
$4.76M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14.9KNew |
$1.34M - $1.52M
|
14.9K
$1.53M
|
|
|
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
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
12.3K+ 5.83% |
$1.1M - $1.26M
|
223K
$22.9M
|
|
|
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
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
12.1K+ 73.61% |
$1.08M - $1.23M
|
28.5K
$2.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
11.9K+ 27.05% |
$1.07M - $1.21M
|
55.9K
$5.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
11.6K+ 18.84% |
$1.04M - $1.18M
|
73.1K
$7.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.6K+ 44.9% |
$1.04M - $1.18M
|
37.3K
$3.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.6K+ 59.05% |
$1.04M - $1.18M
|
31.1K
$3.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
11.1K+ 105.41% |
$999K - $1.14M
|
21.7K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.1K+ 127.74% |
$998K - $1.14M
|
19.8K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 2.36% |
$955K - $1.09M
|
462K
$47.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
10.6KNew |
$951K - $1.08M
|
10.6K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
9.8KNew |
$879K - $1M
|
9.8K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
9.74KNew |
$873K - $995K
|
9.74K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.58K+ 8.57% |
$859K - $978K
|
121K
$12.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
8.42K+ 79.67% |
$755K - $860K
|
19K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.29KNew |
$744K - $847K
|
8.29K
$852K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
8.26KNew |
$741K - $844K
|
8.26K
$849K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
8.23KNew |
$738K - $841K
|
8.23K
$846K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
8.12KNew |
$728K - $830K
|
8.12K
$834K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
7.78KNew |
$698K - $795K
|
7.78K
$800K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.74K+ 25.85% |
$694K - $791K
|
37.7K
$3.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
7.62K+ 59.88% |
$683K - $778K
|
20.3K
$2.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.58K+ 12.19% |
$679K - $774K
|
69.8K
$7.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
7.11KNew |
$637K - $726K
|
7.11K
$730K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
6.98KNew |
$626K - $713K
|
6.98K
$717K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
6.81K+ 7.87% |
$611K - $696K
|
93.4K
$9.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.78KNew |
$608K - $693K
|
6.78K
$697K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
6.59K+ 12.5% |
$591K - $673K
|
59.3K
$6.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.15K+ 5.3% |
$552K - $629K
|
122K
$12.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
6KNew |
$538K - $613K
|
6K
$616K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.99K+ 3.38% |
$537K - $612K
|
183K
$18.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
5.83KNew |
$523K - $596K
|
5.83K
$599K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.55K+ 3.83% |
$498K - $567K
|
151K
$15.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.43K+ 25.49% |
$487K - $555K
|
26.7K
$2.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
5.27K+ 8.05% |
$473K - $539K
|
70.7K
$7.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.24K+ 48.07% |
$470K - $536K
|
16.2K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.97KNew |
$446K - $508K
|
4.97K
$511K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.97KNew |
$446K - $508K
|
4.97K
$511K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
4.82K+ 11.98% |
$432K - $492K
|
45K
$4.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
4.79KNew |
$429K - $489K
|
4.79K
$492K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
4.66K+ 3.51% |
$418K - $476K
|
138K
$14.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.64KNew |
$416K - $474K
|
4.64K
$477K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.54K+ 1.78% |
$407K - $464K
|
260K
$26.7M
|