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 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
607+ 213.73% |
$57.6K - $63.9K
|
891
$90.3K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
323+ 10.86% |
$30.6K - $34K
|
3.3K
$334K
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.59K- 2.36% |
$435K - $483K
|
190K
$19.3M
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-105- 1.29% |
$9.96K - $11.1K
|
8.04K
$815K
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-539- 84.88% |
$51.1K - $56.8K
|
96
$9.73K
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.09K+ 16.0% |
$103K - $114K
|
7.87K
$798K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.26K+ 4.83% |
$120K - $133K
|
27.4K
$2.78M
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.19KNew |
$682K - $757K
|
7.19K
$729K
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2+ 0.3% |
$190 - $211
|
670
$67.9K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
239K+ 36.04% |
$22.7M - $25.2M
|
903K
$91.6M
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.19K+ 44.75% |
$207K - $230K
|
7.07K
$717K
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.59K+ 3972.5% |
$151K - $167K
|
1.63K
$165K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 2.22% |
$94.8 - $105
|
46
$4.66K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-459- 9.24% |
$43.5K - $48.3K
|
4.51K
$457K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.56KNew |
$243K - $270K
|
2.56K
$260K
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.74K- 1.58% |
$165K - $183K
|
108K
$10.9M
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-244K- 7.9% |
$23.1M - $25.7M
|
2.84M
$288M
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-41Closed |
$3.89K - $4.32K
|
0
$0
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
180+ 1.21% |
$17.1K - $19K
|
15K
$1.52M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
11.5K+ 7.5% |
$1.09M - $1.21M
|
165K
$16.7M
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
8+ 0.15% |
$759 - $842
|
5.43K
$551K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-66- 3.47% |
$6.26K - $6.95K
|
1.83K
$186K
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
228+ 27.27% |
$21.6K - $24K
|
1.06K
$108K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-481- 7.12% |
$45.6K - $50.7K
|
6.27K
$636K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-44.3K- 89.7% |
$4.2M - $4.66M
|
5.09K
$516K
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
842+ 10.27% |
$79.9K - $88.7K
|
9.04K
$917K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-807- 46.04% |
$76.5K - $85K
|
946
$95.9K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
20.1K+ 476.57% |
$1.91M - $2.12M
|
24.3K
$2.47M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-15.5K- 25.86% |
$1.47M - $1.63M
|
44.5K
$4.51M
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
200+ 1.43% |
$19K - $21.1K
|
14.2K
$1.44M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-106- 1.25% |
$10.1K - $11.2K
|
8.39K
$851K
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-291- 2.18% |
$27.6K - $30.6K
|
13.1K
$1.32M
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
54+ 2.53% |
$5.12K - $5.69K
|
2.19K
$222K
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.26K+ 83.86% |
$214K - $238K
|
4.96K
$502K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-175- 87.5% |
$16.6K - $18.4K
|
25
$2.54K
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
5.46K+ 25.98% |
$518K - $575K
|
26.5K
$2.69M
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
31.6KNew |
$2.99M - $3.32M
|
31.6K
$3.2M
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.21K- 4.48% |
$115K - $127K
|
25.8K
$2.62M
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
674+ 2.96% |
$63.9K - $71K
|
23.4K
$2.38M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-253- 2.93% |
$24K - $26.6K
|
8.39K
$850K
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
65+ 0.75% |
$6.16K - $6.85K
|
8.75K
$887K
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
22KNew |
$2.09M - $2.32M
|
22K
$2.23M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.97K+ 19.27% |
$566K - $629K
|
37K
$3.75M
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-83- 1.76% |
$7.87K - $8.74K
|
4.63K
$470K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.26K- 19.31% |
$119K - $132K
|
5.24K
$532K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-254- 10.23% |
$24.1K - $26.7K
|
2.23K
$226K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
261+ 2.02% |
$24.8K - $27.5K
|
13.2K
$1.34M
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
300+ 7.87% |
$28.5K - $31.6K
|
4.11K
$417K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.63K+ 10.82% |
$249K - $276K
|
26.9K
$2.73M
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-3.05K- 23.38% |
$290K - $322K
|
10K
$1.01M
|