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 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-51K- 53.82% |
$3.66M - $4.17M
|
43.7K
$4.7M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-824- 24.18% |
$59.1K - $67.4K
|
2.58K
$278K
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-3.26K- 81.98% |
$234K - $267K
|
717
$77.1K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
232+ 20.49% |
$16.6K - $19K
|
1.36K
$147K
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
8.7KNew |
$624K - $712K
|
8.7K
$936K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
3.8KNew |
$273K - $311K
|
3.8K
$409K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.26K+ 74.16% |
$305K - $348K
|
10K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.66KNew |
$406K - $463K
|
5.66K
$609K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
94.4KNew |
$6.78M - $7.73M
|
94.4K
$10.2M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.64KNew |
$189K - $216K
|
2.64K
$284K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
193New |
$13.8K - $15.8K
|
193
$20.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.25K- 38.74% |
$233K - $266K
|
5.13K
$552K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
10.3KNew |
$735K - $839K
|
10.3K
$1.1M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-5.17K- 17.61% |
$371K - $423K
|
24.2K
$2.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
25.6KNew |
$1.84M - $2.1M
|
25.6K
$2.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-7.9K- 7.66% |
$567K - $646K
|
95.3K
$10.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
49New |
$3.52K - $4.01K
|
49
$5.27K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
20New |
$1.43K - $1.64K
|
20
$2.15K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
108New |
$7.75K - $8.84K
|
108
$11.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-10- 0.27% |
$717 - $818
|
3.73K
$401K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
63+ 1.24% |
$4.52K - $5.15K
|
5.16K
$555K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.62K- 36.5% |
$116K - $132K
|
2.82K
$303K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
711New |
$51K - $58.2K
|
711
$76.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.53KNew |
$181K - $207K
|
2.53K
$272K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
21.5KNew |
$1.54M - $1.76M
|
21.5K
$2.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-204K- 95.92% |
$14.7M - $16.7M
|
8.7K
$936K
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
13.1KNew |
$938K - $1.07M
|
13.1K
$1.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
3.55KNew |
$255K - $291K
|
3.55K
$382K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
47.2K+ 533.31% |
$3.39M - $3.86M
|
56.1K
$6.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-57- 2.87% |
$4.09K - $4.66K
|
1.93K
$208K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
153+ 191.25% |
$11K - $12.5K
|
233
$25.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
510New |
$36.6K - $41.7K
|
510
$54.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.24K- 97.35% |
$161K - $184K
|
61
$6.56K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.56KNew |
$183K - $209K
|
2.56K
$275K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
27KNew |
$1.94M - $2.21M
|
27K
$2.91M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-514- 15.28% |
$36.9K - $42.1K
|
2.85K
$307K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
704+ 782.22% |
$50.5K - $57.6K
|
794
$85.4K
|
|
| Q4 2023 | |||||||
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
8.67KNew |
$547K - $634K
|
8.67K
$933K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 1.96% |
$63.1 - $73.1
|
52
$5.59K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-26Closed |
$1.64K - $1.9K
|
0
$0
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
24New |
$1.51K - $1.75K
|
24
$2.58K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
30New |
$1.89K - $2.19K
|
30
$3.23K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
6.75KNew |
$426K - $493K
|
6.75K
$726K
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
27.5KNew |
$1.73M - $2.01M
|
27.5K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.18KNew |
$327K - $378K
|
5.18K
$557K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
4.26KNew |
$269K - $311K
|
4.26K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-63- 86.3% |
$3.97K - $4.61K
|
10
$1.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
1.7KNew |
$107K - $124K
|
1.7K
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
134New |
$8.45K - $9.8K
|
134
$14.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
150New |
$9.46K - $11K
|
150
$16.1K
|
|