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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.26K+ 83.86% |
$214K - $238K
|
4.96K
$533K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-175- 87.5% |
$16.6K - $18.4K
|
25
$2.69K
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
5.46K+ 25.98% |
$518K - $575K
|
26.5K
$2.85M
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
31.6KNew |
$2.99M - $3.32M
|
31.6K
$3.4M
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.21K- 4.48% |
$115K - $127K
|
25.8K
$2.78M
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
674+ 2.96% |
$63.9K - $71K
|
23.4K
$2.52M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-253- 2.93% |
$24K - $26.6K
|
8.39K
$902K
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
65+ 0.75% |
$6.16K - $6.85K
|
8.75K
$941K
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
22KNew |
$2.09M - $2.32M
|
22K
$2.37M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.97K+ 19.27% |
$566K - $629K
|
37K
$3.98M
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-83- 1.76% |
$7.87K - $8.74K
|
4.63K
$499K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.26K- 19.31% |
$119K - $132K
|
5.24K
$564K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-254- 10.23% |
$24.1K - $26.7K
|
2.23K
$240K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
261+ 2.02% |
$24.8K - $27.5K
|
13.2K
$1.42M
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
300+ 7.87% |
$28.5K - $31.6K
|
4.11K
$442K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.63K+ 10.82% |
$249K - $276K
|
26.9K
$2.89M
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-3.05K- 23.38% |
$290K - $322K
|
10K
$1.08M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.9K+ 28.06% |
$180K - $200K
|
8.68K
$933K
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
800+ 9.39% |
$75.9K - $84.2K
|
9.32K
$1M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.92K- 2.03% |
$182K - $202K
|
92.8K
$9.98M
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-81- 4.01% |
$7.68K - $8.53K
|
1.94K
$208K
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.82K+ 9.08% |
$457K - $507K
|
57.8K
$6.22M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.68K+ 33.08% |
$159K - $177K
|
6.75K
$726K
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
199+ 3.85% |
$18.9K - $21K
|
5.37K
$578K
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
295+ 3.93% |
$28K - $31.1K
|
7.81K
$840K
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-15K- 99.87% |
$1.42M - $1.58M
|
20
$2.15K
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-1.34K- 2.02% |
$127K - $141K
|
65K
$6.99M
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-3.07K- 2.6% |
$292K - $324K
|
115K
$12.4M
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
432+ 3.78% |
$41K - $45.5K
|
11.9K
$1.28M
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.44K- 81.62% |
$232K - $257K
|
550
$59.2K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-58.7K- 7.7% |
$5.57M - $6.18M
|
703K
$75.7M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
283K+ 5.42% |
$26.9M - $29.8M
|
5.52M
$593M
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-390- 6.35% |
$37K - $41.1K
|
5.75K
$618K
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.85KNew |
$460K - $511K
|
4.85K
$522K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-1.16K- 29.14% |
$110K - $122K
|
2.83K
$304K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.03K+ 3.03% |
$382K - $424K
|
137K
$14.7M
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.07M- 98.96% |
$196M - $218M
|
21.7K
$2.33M
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
1.8K+ 486.49% |
$171K - $190K
|
2.17K
$233K
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-107K- 92.24% |
$10.2M - $11.3M
|
9.04K
$972K
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.84K- 58.3% |
$459K - $509K
|
3.46K
$372K
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
10.5KNew |
$996K - $1.11M
|
10.5K
$1.13M
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.95KNew |
$280K - $311K
|
2.95K
$318K
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
39+ 0.16% |
$3.7K - $4.11K
|
23.9K
$2.57M
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-61.9K- 99.95% |
$5.87M - $6.52M
|
28
$3.01K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
68New |
$6.45K - $7.16K
|
68
$7.32K
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-393- 0.2% |
$37.3K - $41.4K
|
194K
$20.9M
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
144+ 2.37% |
$13.7K - $15.2K
|
6.22K
$669K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
101New |
$9.58K - $10.6K
|
101
$10.9K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
267+ 5.95% |
$25.3K - $28.1K
|
4.76K
$512K
|
|
May 06, 2025
Q1 2025
|
United Bank
|
SELL
|
- |
-287- 7.56% |
$27.2K - $30.2K
|
3.51K
$378K
|