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 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-994- 7.17% |
$94.3K - $105K
|
12.9K
$1.38M
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.07K+ 19.53% |
$101K - $113K
|
6.55K
$705K
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5.25KNew |
$498K - $553K
|
5.25K
$565K
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
8.46K+ 11.26% |
$803K - $891K
|
83.6K
$9M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.46K- 6.1% |
$139K - $154K
|
22.5K
$2.42M
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
109New |
$10.3K - $11.5K
|
109
$11.7K
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-2.8K- 37.52% |
$266K - $295K
|
4.67K
$502K
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
108New |
$10.2K - $11.4K
|
108
$11.6K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
88+ 2.75% |
$8.35K - $9.27K
|
3.29K
$353K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11.3K- 75.85% |
$1.07M - $1.19M
|
3.6K
$387K
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-216- 3.06% |
$20.5K - $22.7K
|
6.84K
$736K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
44.4K+ 445.9% |
$4.21M - $4.68M
|
54.4K
$5.85M
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
213+ 4.87% |
$20.2K - $22.4K
|
4.59K
$494K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
14.6KNew |
$1.39M - $1.54M
|
14.6K
$1.57M
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.98% |
$94.8 - $105
|
103
$11.1K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
6.93K+ 7.09% |
$657K - $729K
|
105K
$11.3M
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-329- 4.69% |
$31.2K - $34.6K
|
6.69K
$719K
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.76K+ 9.85% |
$262K - $290K
|
30.8K
$3.31M
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-13.7K- 79.43% |
$1.3M - $1.44M
|
3.55K
$382K
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.21% |
$190 - $211
|
950
$102K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.91K- 16.31% |
$276K - $307K
|
14.9K
$1.61M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.3K+ 24.51% |
$123K - $137K
|
6.59K
$709K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-26- 9.77% |
$2.47K - $2.74K
|
240
$25.8K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-325- 72.38% |
$30.8K - $34.2K
|
124
$13.3K
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-182- 7.78% |
$17.3K - $19.2K
|
2.16K
$232K
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-13- 0.61% |
$1.23K - $1.37K
|
2.11K
$227K
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-16- 0.29% |
$1.52K - $1.68K
|
5.58K
$601K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.16K- 12.43% |
$110K - $122K
|
8.15K
$877K
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
507+ 2.71% |
$48.1K - $53.4K
|
19.2K
$2.07M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
354+ 7.13% |
$33.6K - $37.3K
|
5.32K
$572K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.44K+ 51.53% |
$231K - $257K
|
7.16K
$771K
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
53.5KNew |
$5.07M - $5.63M
|
53.5K
$5.76M
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-40.3K- 5.69% |
$3.83M - $4.25M
|
669K
$71.9M
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
50New |
$4.74K - $5.27K
|
50
$5.38K
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
35.2K+ 28.5% |
$3.34M - $3.71M
|
159K
$17.1M
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.41K+ 74.23% |
$323K - $359K
|
8K
$860K
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.71KNew |
$731K - $812K
|
7.71K
$830K
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
733+ 1.23% |
$69.5K - $77.2K
|
60.4K
$6.5M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-16.7K- 4.21% |
$1.59M - $1.76M
|
380K
$40.9M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-474- 3.76% |
$45K - $49.9K
|
12.1K
$1.31M
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
9.02K+ 4.04% |
$855K - $950K
|
232K
$25M
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
23+ 0.06% |
$2.18K - $2.42K
|
39K
$4.19M
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6.55KNew |
$621K - $690K
|
6.55K
$705K
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-21- 0.65% |
$1.99K - $2.21K
|
3.22K
$346K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-2.27K- 29.71% |
$215K - $239K
|
5.36K
$577K
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
12.7K+ 63.83% |
$1.2M - $1.34M
|
32.5K
$3.5M
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
9+ 0.32% |
$854 - $948
|
2.78K
$299K
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-24- 0.73% |
$2.28K - $2.53K
|
3.25K
$349K
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.12K- 13.73% |
$106K - $117K
|
7.01K
$754K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.2K- 15.07% |
$304K - $337K
|
18K
$1.94M
|