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 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
4.2K+ 10.49% |
$399K - $443K
|
44.2K
$4.76M
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.66K+ 23.44% |
$158K - $175K
|
8.76K
$943K
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
150+ 161.29% |
$14.2K - $15.8K
|
243
$26.1K
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-98- 1.54% |
$9.29K - $10.3K
|
6.27K
$674K
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.5K+ 27.27% |
$142K - $158K
|
7K
$753K
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-3K- 42.99% |
$285K - $316K
|
3.98K
$428K
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
470+ 3.67% |
$44.6K - $49.5K
|
13.3K
$1.43M
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
2.38K+ 31.05% |
$226K - $251K
|
10K
$1.08M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-575- 6.69% |
$54.5K - $60.6K
|
8.02K
$863K
|
|
Q4 2024 | |||||||
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
378New |
$33.9K - $38.6K
|
378
$40.7K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.5K+ 3.82% |
$1.75M - $1.99M
|
529K
$57M
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.62K+ 7.61% |
$235K - $268K
|
37.1K
$3.99M
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.7KNew |
$331K - $378K
|
3.7K
$398K
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
29.4KNew |
$2.64M - $3M
|
29.4K
$3.16M
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
4New |
$359 - $409
|
4
$430
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
28New |
$2.51K - $2.86K
|
28
$3.01K
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-37Closed |
$3.32K - $3.78K
|
0
$0
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.16K+ 3.91% |
$194K - $221K
|
57.4K
$6.17M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.6KNew |
$143K - $163K
|
1.6K
$172K
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
51.6KNew |
$4.63M - $5.27M
|
51.6K
$5.55M
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-71- 1.55% |
$6.37K - $7.25K
|
4.52K
$487K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.25KNew |
$381K - $434K
|
4.25K
$457K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-151K- 35.48% |
$13.6M - $15.4M
|
275K
$29.6M
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
8.89KNew |
$797K - $908K
|
8.89K
$956K
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
7.34K+ 108.89% |
$658K - $750K
|
14.1K
$1.51M
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
52.5KNew |
$4.71M - $5.36M
|
52.5K
$5.65M
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
250KNew |
$22.4M - $25.5M
|
250K
$26.9M
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
900+ 16.61% |
$80.7K - $91.9K
|
6.32K
$680K
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-2.95KClosed |
$265K - $301K
|
0
$0
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.93K+ 4.8% |
$173K - $197K
|
42.2K
$4.54M
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
8+ 0.26% |
$717 - $817
|
3.04K
$327K
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
86+ 3.86% |
$7.71K - $8.79K
|
2.31K
$249K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.19KNew |
$645K - $735K
|
7.19K
$774K
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
28New |
$2.51K - $2.86K
|
28
$3.01K
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
275+ 2.86% |
$24.7K - $28.1K
|
9.89K
$1.06M
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
6.91KNew |
$619K - $706K
|
6.91K
$743K
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
3.77KNew |
$338K - $385K
|
3.77K
$406K
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$1.12M - $1.28M
|
12.5K
$1.35M
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
4.26KNew |
$382K - $435K
|
4.26K
$458K
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-3.83K- 30.29% |
$344K - $391K
|
8.82K
$949K
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
4K+ 67.8% |
$359K - $409K
|
9.9K
$1.07M
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-57.1K- 86.58% |
$5.12M - $5.83M
|
8.85K
$953K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.37KNew |
$212K - $242K
|
2.37K
$255K
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-280- 9.81% |
$25.1K - $28.6K
|
2.58K
$277K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
21New |
$1.88K - $2.15K
|
21
$2.26K
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
2.38KNew |
$213K - $243K
|
2.38K
$256K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
3+ 0.13% |
$269 - $306
|
2.4K
$258K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
300+ 7.18% |
$26.9K - $30.6K
|
4.48K
$482K
|
|
Feb 14, 2025
Q4 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
CALL |
10KNew |
$897K - $1.02M
|
10K
$1.08M
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.69KNew |
$152K - $173K
|
1.69K
$182K
|