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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
55K+ 88.49% |
$2.67M - $3.26M
|
117K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
53.8K+ 33.61% |
$2.62M - $3.2M
|
214K
$20.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
BUY
|
- |
53.1KNew |
$2.58M - $3.15M
|
53.1K
$5.15M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
51.3K+ 402.09% |
$2.49M - $3.05M
|
64.1K
$6.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
51KNew |
$2.48M - $3.03M
|
51K
$4.94M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.4K+ 0.98% |
$2.4M - $2.94M
|
5.11M
$495M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49K+ 104.03% |
$2.38M - $2.91M
|
96K
$9.3M
|
|
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
47KNew |
$2.28M - $2.79M
|
47K
$4.55M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
43.3KNew |
$2.11M - $2.57M
|
43.3K
$4.2M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
43.1K+ 44.87% |
$2.1M - $2.56M
|
139K
$13.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
40.6KNew |
$1.97M - $2.41M
|
40.6K
$3.93M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
37K+ 240.64% |
$1.8M - $2.2M
|
52.4K
$5.08M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
37K+ 8.52% |
$1.8M - $2.2M
|
471K
$45.6M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
34.4K+ 67.77% |
$1.67M - $2.04M
|
85.1K
$8.25M
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
33.6KNew |
$1.63M - $2M
|
33.6K
$3.26M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
33.6K+ 23.38% |
$1.63M - $1.99M
|
177K
$17.2M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
33.2K+ 233.85% |
$1.61M - $1.97M
|
47.4K
$4.59M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
32.5K+ 16.97% |
$1.58M - $1.93M
|
224K
$21.7M
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
31.5K+ 49.15% |
$1.53M - $1.87M
|
95.6K
$9.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
30.8K+ 528.16% |
$1.5M - $1.83M
|
36.6K
$3.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
30.7KNew |
$1.49M - $1.83M
|
30.7K
$2.98M
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
30KNew |
$1.46M - $1.78M
|
30K
$2.91M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
29.3KNew |
$1.42M - $1.74M
|
29.3K
$2.84M
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
28.9KNew |
$1.4M - $1.72M
|
28.9K
$2.8M
|
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
26.6K+ 18.97% |
$1.29M - $1.58M
|
167K
$16.2M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
26.2K+ 18.73% |
$1.28M - $1.56M
|
166K
$16.1M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.7K+ 43.93% |
$1.25M - $1.53M
|
84.2K
$8.15M
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
25.2KNew |
$1.22M - $1.49M
|
25.2K
$2.44M
|
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
25.2KNew |
$1.22M - $1.49M
|
25.2K
$2.44M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
23K+ 21.33% |
$1.12M - $1.36M
|
131K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
22.6K+ 96.3% |
$1.1M - $1.34M
|
46.1K
$4.46M
|
|
|
May 11, 2023
Q1 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
22.3KNew |
$1.08M - $1.32M
|
22.3K
$2.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
22K+ 20.88% |
$1.07M - $1.31M
|
128K
$12.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
21.7KNew |
$1.06M - $1.29M
|
21.7K
$2.11M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.7K+ 28.29% |
$1.06M - $1.29M
|
98.5K
$9.55M
|
|
|
May 15, 2023
Q1 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
20.5KNew |
$997K - $1.22M
|
20.5K
$1.99M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20.4K+ 90.96% |
$993K - $1.21M
|
42.9K
$4.15M
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
20.2K+ 23.25% |
$981K - $1.2M
|
107K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.4K+ 18.88% |
$942K - $1.15M
|
122K
$11.8M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.2K+ 108.92% |
$933K - $1.14M
|
36.8K
$3.57M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
19KNew |
$922K - $1.13M
|
19K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
18.9K+ 5.56% |
$917K - $1.12M
|
358K
$34.7M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
18.5K+ 13.03% |
$897K - $1.1M
|
160K
$15.5M
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
18.4KNew |
$896K - $1.09M
|
18.4K
$1.79M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
18.1KNew |
$878K - $1.07M
|
18.1K
$1.75M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
17.8KNew |
$864K - $1.06M
|
17.8K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.6K+ 62.16% |
$856K - $1.05M
|
45.9K
$4.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
17.3K+ 23.16% |
$839K - $1.03M
|
91.8K
$8.89M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
16.9K+ 5.57% |
$821K - $1M
|
320K
$31M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.4K+ 142.1% |
$796K - $973K
|
27.9K
$2.7M
|