Latest Institutional Purchases of Select Sector Spdr Tr Communic (XLC)
This list provides information on the latest institutional transactions involving Select Sector Spdr Tr Communic (XLC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
108New |
$7.75K - $8.84K
|
108
$11.6K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
78New |
$5.6K - $6.38K
|
78
$8.39K
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
67New |
$4.81K - $5.48K
|
67
$7.21K
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
63+ 1.24% |
$4.52K - $5.15K
|
5.16K
$555K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
49New |
$3.52K - $4.01K
|
49
$5.27K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45New |
$3.23K - $3.68K
|
45
$4.84K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
20New |
$1.43K - $1.64K
|
20
$2.15K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
771KNew |
$48.6M - $56.3M
|
771K
$82.9M
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
542KNew |
$34.2M - $39.6M
|
542K
$58.3M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
300KNew |
$18.9M - $21.9M
|
300K
$32.3M
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
BUY
|
- |
44.4KNew |
$2.8M - $3.25M
|
44.4K
$4.78M
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
27.5KNew |
$1.73M - $2.01M
|
27.5K
$2.96M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
22.8K+ 139.08% |
$1.44M - $1.67M
|
39.2K
$4.22M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
18.7K+ 97.45% |
$1.18M - $1.37M
|
37.9K
$4.08M
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
8.67KNew |
$547K - $634K
|
8.67K
$933K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
8.25K+ 34.05% |
$521K - $603K
|
32.5K
$3.5M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.12KNew |
$513K - $594K
|
8.12K
$874K
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7.58KNew |
$478K - $554K
|
7.58K
$815K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
7.13KNew |
$450K - $521K
|
7.13K
$768K
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.83KNew |
$431K - $499K
|
6.83K
$735K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
6.75KNew |
$426K - $493K
|
6.75K
$726K
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.18KNew |
$327K - $378K
|
5.18K
$557K
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
5KNew |
$315K - $366K
|
5K
$538K
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
4.44KNew |
$280K - $325K
|
4.44K
$478K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
4.26KNew |
$269K - $311K
|
4.26K
$458K
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
3.43KNew |
$216K - $251K
|
3.43K
$369K
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
3.12KNew |
$197K - $228K
|
3.12K
$336K
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3.1KNew |
$196K - $227K
|
3.1K
$334K
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.85KNew |
$179K - $208K
|
2.85K
$306K
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.82KNew |
$178K - $206K
|
2.82K
$303K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.82K+ 62.09% |
$178K - $206K
|
7.36K
$792K
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2.79KNew |
$176K - $204K
|
2.79K
$300K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.2K+ 116.65% |
$139K - $161K
|
4.09K
$440K
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
1.7KNew |
$107K - $124K
|
1.7K
$183K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
874+ 18.1% |
$55.1K - $63.9K
|
5.7K
$614K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
690New |
$43.5K - $50.4K
|
690
$74.2K
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
600New |
$37.9K - $43.9K
|
600
$64.6K
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
383New |
$24.2K - $28K
|
383
$41.2K
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
224+ 1178.95% |
$14.1K - $16.4K
|
243
$26.1K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
182New |
$11.5K - $13.3K
|
182
$19.6K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
177New |
$11.2K - $12.9K
|
177
$19K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
150New |
$9.46K - $11K
|
150
$16.1K
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
134New |
$8.45K - $9.8K
|
134
$14.4K
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
119New |
$7.51K - $8.7K
|
119
$12.8K
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
100New |
$6.31K - $7.31K
|
100
$10.8K
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
100New |
$6.31K - $7.31K
|
100
$10.8K
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
95+ 197.92% |
$5.99K - $6.94K
|
143
$15.4K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
53+ 12.41% |
$3.34K - $3.87K
|
480
$51.6K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
51New |
$3.22K - $3.73K
|
51
$5.49K
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
50New |
$3.15K - $3.65K
|
50
$5.38K
|