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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
2.47K+ 5.53% |
$235K - $261K
|
47.2K
$5.08M
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
33+ 78.57% |
$3.13K - $3.48K
|
75
$8.07K
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-580- 6.97% |
$55K - $61.1K
|
7.74K
$832K
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-2.84K- 4.56% |
$269K - $299K
|
59.3K
$6.38M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.4K+ 14.75% |
$2.97M - $3.3M
|
244K
$26.2M
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
29New |
$2.75K - $3.05K
|
29
$3.12K
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
19+ 0.29% |
$1.8K - $2K
|
6.64K
$715K
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
78+ 3.02% |
$7.4K - $8.21K
|
2.66K
$286K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
825+ 5.09% |
$78.2K - $86.9K
|
17K
$1.83M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-127- 25.0% |
$12K - $13.4K
|
381
$41K
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
6+ 1.19% |
$569 - $632
|
510
$54.9K
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.64K- 2.85% |
$155K - $172K
|
55.8K
$6M
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-2.8K- 46.23% |
$266K - $295K
|
3.26K
$351K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.7K- 15.24% |
$1.01M - $1.12M
|
59.4K
$6.39M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-25K- 7.58% |
$2.37M - $2.63M
|
304K
$32.7M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.28K- 30.53% |
$121K - $135K
|
2.91K
$313K
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
37.7K+ 29.09% |
$3.57M - $3.97M
|
167K
$18M
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-141- 32.87% |
$13.4K - $14.8K
|
288
$31K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
60+ 0.6% |
$5.69K - $6.32K
|
10K
$1.08M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.7K+ 101.4% |
$2.05M - $2.28M
|
43K
$4.63M
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-799- 2.0% |
$75.8K - $84.1K
|
39.1K
$4.2M
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-505- 0.56% |
$47.9K - $53.2K
|
89.6K
$9.64M
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.39K+ 20.02% |
$227K - $252K
|
14.3K
$1.54M
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-283- 8.09% |
$26.8K - $29.8K
|
3.22K
$346K
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-50- 0.29% |
$4.74K - $5.27K
|
17.3K
$1.87M
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-203- 1.15% |
$19.3K - $21.4K
|
17.5K
$1.88M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.28KNew |
$216K - $240K
|
2.28K
$245K
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
4.34K+ 26.51% |
$412K - $457K
|
20.7K
$2.23M
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-335- 1.87% |
$31.8K - $35.3K
|
17.5K
$1.89M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
75.7KNew |
$7.18M - $7.97M
|
75.7K
$8.14M
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-95- 90.48% |
$9.01K - $10K
|
10
$1.08K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-344- 4.27% |
$32.6K - $36.2K
|
7.71K
$829K
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-70- 2.53% |
$6.64K - $7.37K
|
2.7K
$290K
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
100+ 2.14% |
$9.48K - $10.5K
|
4.77K
$513K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-276- 9.74% |
$26.2K - $29.1K
|
2.56K
$275K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
8.52K+ 285.58% |
$808K - $897K
|
11.5K
$1.24M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.31K+ 50.78% |
$124K - $138K
|
3.89K
$419K
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
9.68K+ 66.19% |
$918K - $1.02M
|
24.3K
$2.61M
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
7.09KNew |
$672K - $747K
|
7.09K
$763K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-62- 1.45% |
$5.88K - $6.53K
|
4.21K
$453K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
355+ 9.13% |
$33.7K - $37.4K
|
4.24K
$456K
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.65K- 24.15% |
$252K - $279K
|
8.33K
$896K
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-141K- 17.99% |
$13.4M - $14.9M
|
643K
$69.2M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-185- 3.41% |
$17.5K - $19.5K
|
5.25K
$565K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-46.8K- 18.4% |
$4.43M - $4.92M
|
207K
$22.3M
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
877+ 30.54% |
$83.2K - $92.4K
|
3.75K
$403K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
651+ 54.89% |
$61.7K - $68.6K
|
1.84K
$198K
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-319- 0.45% |
$30.3K - $33.6K
|
70.7K
$7.6M
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.26K+ 38.77% |
$214K - $238K
|
8.09K
$870K
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-672- 1.93% |
$63.7K - $70.8K
|
34.1K
$3.67M
|