Purchases and Sales Made in Q1 2023 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q1 2023. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR TR COMMUNIC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.55K- 15.31% |
$270K - $329K
|
30.7K
$3M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.56K- 36.29% |
$270K - $330K
|
9.77K
$956K
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-5.8K- 25.14% |
$282K - $344K
|
17.3K
$1.69M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.93K- 3.46% |
$288K - $352K
|
165K
$16.2M
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.07K- 5.98% |
$295K - $360K
|
95.3K
$9.33M
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6.38K- 11.86% |
$310K - $379K
|
47.4K
$4.64M
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.48K- 27.58% |
$315K - $385K
|
17K
$1.67M
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.55K- 51.98% |
$318K - $389K
|
6.05K
$592K
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.56K- 38.02% |
$319K - $390K
|
10.7K
$1.05M
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-6.83K- 7.54% |
$332K - $406K
|
83.8K
$8.2M
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-6.95K- 13.11% |
$338K - $413K
|
46.1K
$4.51M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.17K- 7.09% |
$349K - $426K
|
94K
$9.2M
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-7.46K- 21.99% |
$362K - $443K
|
26.5K
$2.59M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.67K- 33.79% |
$373K - $455K
|
15K
$1.47M
|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-8.12K- 7.59% |
$395K - $482K
|
98.9K
$9.68M
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-8.34K- 23.13% |
$405K - $495K
|
27.7K
$2.71M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.41K- 1.78% |
$409K - $499K
|
464K
$45.4M
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-8.65K- 60.01% |
$420K - $514K
|
5.76K
$564K
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-9.08K- 56.55% |
$441K - $539K
|
6.97K
$682K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.78K- 55.27% |
$476K - $581K
|
7.92K
$775K
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-9.81K- 8.73% |
$477K - $582K
|
102K
$10M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-9.98K- 21.24% |
$485K - $593K
|
37K
$3.62M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-10.3K- 15.86% |
$502K - $614K
|
54.8K
$5.37M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-10.8K- 17.2% |
$524K - $640K
|
51.9K
$5.08M
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-11.2K- 45.63% |
$543K - $664K
|
13.3K
$1.3M
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-11.2K- 4.52% |
$544K - $664K
|
236K
$23.1M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-11.2K- 18.58% |
$546K - $667K
|
49.2K
$4.82M
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-11.3KClosed |
$548K - $670K
|
0
$0
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-11.4K- 24.75% |
$556K - $679K
|
34.8K
$3.4M
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-12.3K- 68.99% |
$597K - $730K
|
5.52K
$541K
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-13.2K- 47.33% |
$644K - $787K
|
14.7K
$1.44M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.5K- 21.34% |
$703K - $858K
|
53.3K
$5.21M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.8K- 4.91% |
$718K - $878K
|
287K
$28M
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-14.9K- 34.39% |
$724K - $885K
|
28.4K
$2.78M
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-15.4K- 30.81% |
$747K - $913K
|
34.5K
$3.38M
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-15.4K- 16.83% |
$747K - $913K
|
76K
$7.44M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.4K- 15.05% |
$844K - $1.03M
|
98K
$9.59M
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-17.8K- 59.93% |
$866K - $1.06M
|
11.9K
$1.17M
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-18.1K- 27.31% |
$878K - $1.07M
|
48.1K
$4.7M
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-19.6K- 26.13% |
$954K - $1.17M
|
55.5K
$5.43M
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-19.7K- 28.48% |
$957K - $1.17M
|
49.4K
$4.84M
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-21.3K- 29.95% |
$1.04M - $1.27M
|
49.9K
$4.88M
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-22.9K- 47.01% |
$1.11M - $1.36M
|
25.8K
$2.52M
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-23.1K- 59.61% |
$1.12M - $1.37M
|
15.6K
$1.53M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-23.4K- 9.61% |
$1.14M - $1.39M
|
220K
$21.5M
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-25.1K- 4.99% |
$1.22M - $1.49M
|
477K
$46.7M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.6K- 22.11% |
$1.25M - $1.52M
|
90.3K
$8.83M
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-26K- 54.94% |
$1.27M - $1.55M
|
21.4K
$2.09M
|
|
May 15, 2023
Q1 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-26.1K- 58.6% |
$1.27M - $1.55M
|
18.4K
$1.8M
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-27.7K- 57.48% |
$1.35M - $1.65M
|
20.5K
$2.01M
|