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 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-665- 12.32% |
$59.6K - $67.9K
|
4.73K
$486K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-680- 22.68% |
$61K - $69.5K
|
2.32K
$238K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-684- 4.53% |
$61.3K - $69.9K
|
14.4K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-706- 14.42% |
$63.3K - $72.1K
|
4.19K
$430K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-730- 46.17% |
$65.5K - $74.6K
|
851
$87.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-733- 9.9% |
$65.7K - $74.9K
|
6.67K
$686K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-739- 0.76% |
$66.3K - $75.5K
|
96.8K
$9.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-739- 3.58% |
$66.3K - $75.5K
|
19.9K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-752- 3.18% |
$67.4K - $76.8K
|
22.9K
$2.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-759- 6.24% |
$68.1K - $77.5K
|
11.4K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-769- 5.44% |
$68.9K - $78.6K
|
13.4K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-773- 22.92% |
$69.3K - $79K
|
2.6K
$267K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-797- 1.46% |
$71.5K - $81.4K
|
53.7K
$5.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-905- 1.98% |
$81.1K - $92.5K
|
44.7K
$4.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-909- 0.5% |
$81.5K - $92.9K
|
182K
$18.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-912- 4.98% |
$81.8K - $93.2K
|
17.4K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.03K- 3.67% |
$92.3K - $105K
|
27K
$2.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.08K- 5.34% |
$96.4K - $110K
|
19.1K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-1.1K- 4.3% |
$98.4K - $112K
|
24.4K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.16K- 2.37% |
$104K - $118K
|
47.7K
$4.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.2K- 4.06% |
$108K - $122K
|
28.3K
$2.91M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1.22K- 6.44% |
$109K - $124K
|
17.7K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.26K- 2.44% |
$113K - $128K
|
50.3K
$5.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.26K- 44.74% |
$113K - $129K
|
1.56K
$160K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.29K- 3.73% |
$116K - $132K
|
33.4K
$3.43M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.35K- 33.94% |
$121K - $137K
|
2.62K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.37K- 10.27% |
$122K - $139K
|
11.9K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.42K- 3.84% |
$127K - $145K
|
35.6K
$3.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.49K- 3.37% |
$134K - $152K
|
42.7K
$4.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.68K- 5.25% |
$150K - $171K
|
30.3K
$3.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.69K- 0.3% |
$151K - $172K
|
559K
$57.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.72K- 1.41% |
$154K - $175K
|
120K
$12.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.74K- 9.11% |
$156K - $178K
|
17.3K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.82K- 4.1% |
$163K - $186K
|
42.5K
$4.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.83K- 14.64% |
$164K - $187K
|
10.7K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.88K- 95.37% |
$168K - $192K
|
91
$9.35K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.99K- 3.46% |
$178K - $203K
|
55.5K
$5.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.11K- 10.53% |
$189K - $215K
|
17.9K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.22K- 8.57% |
$199K - $227K
|
23.7K
$2.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.24K- 2.42% |
$201K - $229K
|
90.1K
$9.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-2.3K- 1.74% |
$206K - $235K
|
130K
$13.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.44K- 3.32% |
$219K - $249K
|
71K
$7.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.46K- 16.29% |
$220K - $251K
|
12.6K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.47K- 3.95% |
$221K - $252K
|
60.1K
$6.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-2.7K- 1.41% |
$242K - $275K
|
189K
$19.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.77K- 13.55% |
$249K - $283K
|
17.7K
$1.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.8K- 15.19% |
$251K - $286K
|
15.7K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.81K- 22.02% |
$252K - $287K
|
9.95K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.84K- 25.8% |
$255K - $290K
|
8.18K
$840K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.92K- 2.52% |
$262K - $298K
|
113K
$11.6M
|