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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
150New |
$9.46K - $11K
|
150
$16.2K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
7.13KNew |
$450K - $521K
|
7.13K
$769K
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-6.04K- 43.55% |
$381K - $441K
|
7.82K
$844K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
25New |
$1.58K - $1.83K
|
25
$2.7K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
300KNew |
$18.9M - $21.9M
|
300K
$32.4M
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
3.43KNew |
$216K - $251K
|
3.43K
$370K
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
771KNew |
$48.6M - $56.3M
|
771K
$83.1M
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
542KNew |
$34.2M - $39.6M
|
542K
$58.5M
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
100New |
$6.31K - $7.31K
|
100
$10.8K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.12KNew |
$513K - $594K
|
8.12K
$876K
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
50New |
$3.15K - $3.65K
|
50
$5.39K
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-4.62K- 35.05% |
$291K - $337K
|
8.55K
$922K
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7.58KNew |
$478K - $554K
|
7.58K
$817K
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.83KNew |
$431K - $499K
|
6.83K
$737K
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-536K- 81.44% |
$33.8M - $39.2M
|
122K
$13.2M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
18.7K+ 97.45% |
$1.18M - $1.37M
|
37.9K
$4.09M
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
53+ 12.41% |
$3.34K - $3.87K
|
480
$51.8K
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.82KNew |
$178K - $206K
|
2.82K
$304K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.2K+ 116.65% |
$139K - $161K
|
4.09K
$441K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
22.8K+ 139.08% |
$1.44M - $1.67M
|
39.2K
$4.23M
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-19.7K- 70.56% |
$1.24M - $1.44M
|
8.23K
$887K
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-229- 5.42% |
$14.4K - $16.7K
|
4K
$431K
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-76- 1.95% |
$4.79K - $5.56K
|
3.81K
$411K
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-1.52K- 2.52% |
$95.9K - $111K
|
58.8K
$6.34M
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
874+ 18.1% |
$55.1K - $63.9K
|
5.7K
$615K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
51New |
$3.22K - $3.73K
|
51
$5.5K
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3.1KNew |
$196K - $227K
|
3.1K
$335K
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-428- 75.49% |
$27K - $31.3K
|
139
$15K
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
100New |
$6.31K - $7.31K
|
100
$10.8K
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
BUY
|
- |
44.4KNew |
$2.8M - $3.25M
|
44.4K
$4.79M
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
95+ 197.92% |
$5.99K - $6.94K
|
143
$15.4K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
177New |
$11.2K - $12.9K
|
177
$19.1K
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-69.3K- 99.89% |
$4.38M - $5.07M
|
73
$7.87K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
182New |
$11.5K - $13.3K
|
182
$19.6K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-25- 26.88% |
$1.58K - $1.83K
|
68
$7.33K
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
50New |
$3.15K - $3.65K
|
50
$5.39K
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
119New |
$7.51K - $8.7K
|
119
$12.8K
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
5KNew |
$315K - $366K
|
5K
$539K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
34New |
$2.15K - $2.49K
|
34
$3.67K
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
383New |
$24.2K - $28K
|
383
$41.3K
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
224+ 1178.95% |
$14.1K - $16.4K
|
243
$26.2K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
13+ 0.7% |
$820 - $950
|
1.86K
$201K
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
3.12KNew |
$197K - $228K
|
3.12K
$337K
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-750- 78.95% |
$47.3K - $54.8K
|
200
$21.6K
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
600New |
$37.9K - $43.9K
|
600
$64.7K
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2.79KNew |
$176K - $204K
|
2.79K
$300K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
9New |
$568 - $658
|
9
$971
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
690New |
$43.5K - $50.4K
|
690
$74.4K
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
4.44KNew |
$280K - $325K
|
4.44K
$479K
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.85KNew |
$179K - $208K
|
2.85K
$307K
|