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 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.02KNew |
$181K - $206K
|
2.02K
$207K
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2K+ 57.14% |
$179K - $204K
|
5.5K
$563K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.95K+ 27.3% |
$174K - $199K
|
9.07K
$929K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.79K+ 8.07% |
$161K - $183K
|
24K
$2.46M
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.75K+ 16.09% |
$157K - $178K
|
12.6K
$1.29M
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.72K+ 39.49% |
$154K - $175K
|
6.07K
$621K
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
1.61K+ 1.19% |
$145K - $165K
|
137K
$14.1M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.6K+ 17.78% |
$143K - $163K
|
10.6K
$1.08M
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
1.58K+ 2.92% |
$142K - $162K
|
55.7K
$5.7M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.55K+ 16.0% |
$139K - $158K
|
11.2K
$1.15M
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.51K+ 3.92% |
$136K - $154K
|
40K
$4.1M
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.41K+ 22.69% |
$126K - $144K
|
7.63K
$781K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.4K+ 2.29% |
$125K - $143K
|
62.3K
$6.37M
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.29K+ 2.05% |
$116K - $132K
|
64.3K
$6.58M
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.26K+ 0.06% |
$113K - $129K
|
2.07M
$212M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.2K+ 21.28% |
$107K - $122K
|
6.83K
$699K
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.11K+ 44.97% |
$99.3K - $113K
|
3.57K
$366K
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.1K+ 47.62% |
$98.5K - $112K
|
3.41K
$349K
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.09K+ 8.71% |
$97.9K - $112K
|
13.6K
$1.4M
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.08K+ 2.38% |
$97.1K - $111K
|
46.7K
$4.78M
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.08K+ 15.58% |
$96.8K - $110K
|
8.01K
$820K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 17.63% |
$94.1K - $107K
|
7K
$716K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
985+ 3.54% |
$88.3K - $101K
|
28.8K
$2.95M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
959+ 6.65% |
$86K - $98K
|
15.4K
$1.57M
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
933+ 4.01% |
$83.7K - $95.3K
|
24.2K
$2.48M
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
932+ 14.95% |
$83.6K - $95.2K
|
7.17K
$734K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
915+ 7.2% |
$82K - $93.5K
|
13.6K
$1.4M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
883+ 26.75% |
$79.2K - $90.2K
|
4.18K
$428K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
873+ 6.22% |
$78.3K - $89.2K
|
14.9K
$1.53M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
871+ 15.65% |
$78.1K - $89K
|
6.44K
$659K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
858+ 9.49% |
$76.9K - $87.7K
|
9.9K
$1.01M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
845+ 5.5% |
$75.8K - $86.3K
|
16.2K
$1.66M
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
824+ 22.98% |
$73.9K - $84.2K
|
4.41K
$451K
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
754+ 1.19% |
$67.6K - $77K
|
63.9K
$6.54M
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
734+ 2.4% |
$65.8K - $75K
|
31.4K
$3.21M
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
722+ 7.35% |
$64.7K - $73.8K
|
10.5K
$1.08M
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
691+ 1.88% |
$62K - $70.6K
|
37.5K
$3.84M
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
670+ 4.84% |
$60.1K - $68.4K
|
14.5K
$1.49M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
668New |
$59.9K - $68.2K
|
668
$68.4K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
636+ 240.0% |
$57K - $65K
|
901
$92.2K
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
595+ 1.05% |
$53.3K - $60.8K
|
57.3K
$5.87M
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
574+ 8.8% |
$51.5K - $58.6K
|
7.1K
$727K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
565+ 14.68% |
$50.7K - $57.7K
|
4.42K
$452K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
559+ 11.72% |
$50.1K - $57.1K
|
5.33K
$545K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
554+ 2.42% |
$49.7K - $56.6K
|
23.5K
$2.4M
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
533+ 7.53% |
$47.8K - $54.5K
|
7.61K
$779K
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
523+ 12.4% |
$46.9K - $53.4K
|
4.74K
$485K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
516+ 3.03% |
$46.3K - $52.7K
|
17.5K
$1.79M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
514+ 14.66% |
$46.1K - $52.5K
|
4.02K
$412K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
510+ 9.04% |
$45.7K - $52.1K
|
6.15K
$630K
|