Latest Institutional Transactions on Select Sector Spdr Tr Communic (XLC)
This table provides information on the latest institutional transactions involving Select Sector Spdr Tr Communic (XLC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-196- 1.4% |
$16.1K - $17.7K
|
13.8K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.12K+ 34.1% |
$667K - $734K
|
31.9K
$3.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8+ 0.29% |
$657 - $723
|
2.76K
$273K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-502- 6.41% |
$41.2K - $45.4K
|
7.33K
$726K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
126New |
$10.4K - $11.4K
|
126
$12.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.03% |
$82.2 - $90.4
|
3.15K
$311K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.76K- 2.21% |
$227K - $250K
|
122K
$12.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.63K+ 62.92% |
$134K - $147K
|
4.22K
$418K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-320- 7.49% |
$26.3K - $28.9K
|
3.96K
$392K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
5.01K+ 27.13% |
$411K - $452K
|
23.5K
$2.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-39- 22.54% |
$3.2K - $3.53K
|
134
$13.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-4.02K- 11.16% |
$330K - $363K
|
31.9K
$3.16M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-713- 17.98% |
$58.6K - $64.5K
|
3.25K
$322K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-26.4K- 27.39% |
$2.17M - $2.39M
|
70K
$6.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
3.5KNew |
$288K - $316K
|
3.5K
$347K
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-575- 1.23% |
$47.2K - $52K
|
46K
$4.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-89.2K- 13.72% |
$7.33M - $8.06M
|
561K
$55.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
58+ 0.78% |
$4.77K - $5.24K
|
7.52K
$745K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.34K+ 9.37% |
$356K - $392K
|
50.6K
$5.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.69K- 28.21% |
$632K - $695K
|
19.6K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-177- 0.13% |
$14.5K - $16K
|
137K
$13.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
64New |
$5.26K - $5.79K
|
64
$6.34K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
3.51K+ 28.64% |
$289K - $318K
|
15.8K
$1.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
6.54KNew |
$537K - $591K
|
6.54K
$648K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
2.3KNew |
$189K - $208K
|
2.3K
$227K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.6K+ 59.99% |
$132K - $145K
|
4.27K
$423K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-6.86K- 3.28% |
$564K - $620K
|
203K
$20.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.01K- 26.93% |
$248K - $272K
|
8.18K
$810K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-326- 2.52% |
$26.8K - $29.5K
|
12.6K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-39.4K- 34.09% |
$3.24M - $3.57M
|
76.3K
$7.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
295+ 0.56% |
$24.2K - $26.7K
|
52.7K
$5.22M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-139- 0.91% |
$11.4K - $12.6K
|
15.2K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-22.1K- 46.89% |
$1.82M - $2M
|
25.1K
$2.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
9.67K+ 35.35% |
$795K - $875K
|
37K
$3.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
414+ 5.76% |
$34K - $37.4K
|
7.6K
$753K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-143- 0.7% |
$11.7K - $12.9K
|
20.2K
$2M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.11K- 1.98% |
$91.2K - $100K
|
54.9K
$5.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-40.3K- 40.44% |
$3.31M - $3.65M
|
59.4K
$5.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
867+ 0.78% |
$71.2K - $78.4K
|
112K
$11.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
409+ 10.53% |
$33.6K - $37K
|
4.29K
$425K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-271- 1.12% |
$22.3K - $24.5K
|
24K
$2.38M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-60- 11.79% |
$4.93K - $5.42K
|
449
$44.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
SELL
|
- |
-57.7K- 93.08% |
$4.74M - $5.22M
|
4.29K
$425K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-975- 3.49% |
$80.1K - $88.1K
|
27K
$2.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
380+ 10.43% |
$31.2K - $34.4K
|
4.02K
$399K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-181- 0.97% |
$14.9K - $16.4K
|
18.5K
$1.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
325+ 5.94% |
$26.7K - $29.4K
|
5.79K
$574K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
6.39K+ 3.59% |
$525K - $577K
|
184K
$18.3M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.87KNew |
$400K - $440K
|
4.87K
$482K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-24.1K- 27.92% |
$1.98M - $2.18M
|
62.2K
$6.16M
|