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
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.43K+ 5806.78% |
$167K - $203K
|
3.49K
$341K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.29KNew |
$160K - $195K
|
3.29K
$322K
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.25K+ 8.6% |
$158K - $193K
|
41.1K
$4.02M
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.25K+ 1.33% |
$158K - $193K
|
248K
$24.3M
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.2K+ 42.66% |
$155K - $190K
|
10.7K
$1.05M
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.2K+ 58.9% |
$155K - $190K
|
8.62K
$844K
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.91K+ 15.83% |
$141K - $173K
|
21.3K
$2.08M
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2.84K+ 5.75% |
$138K - $168K
|
52.2K
$5.11M
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2.8K+ 12.36% |
$136K - $166K
|
25.4K
$2.49M
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.79KNew |
$136K - $166K
|
2.79K
$273K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.64K+ 374.72% |
$128K - $157K
|
3.34K
$327K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.58KNew |
$126K - $153K
|
2.58K
$253K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.5KNew |
$122K - $149K
|
2.5K
$245K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.45K+ 11.02% |
$119K - $146K
|
24.7K
$2.42M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
2.41K+ 7.69% |
$117K - $143K
|
33.7K
$3.3M
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.38K+ 11.47% |
$116K - $141K
|
23.1K
$2.26M
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.24K+ 36.06% |
$109K - $133K
|
8.43K
$825K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.21K+ 1.18% |
$107K - $131K
|
190K
$18.6M
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.2K+ 13.22% |
$107K - $131K
|
18.8K
$1.84M
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
2.14KNew |
$104K - $127K
|
2.14K
$209K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.09K+ 6.98% |
$101K - $124K
|
32K
$3.13M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.05K+ 1.09% |
$99.6K - $122K
|
190K
$18.6M
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
2.03K+ 6.42% |
$98.7K - $121K
|
33.7K
$3.29M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.02K+ 6.07% |
$98.2K - $120K
|
35.3K
$3.46M
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.02K+ 20.32% |
$98.1K - $120K
|
12K
$1.17M
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
1.92K+ 27.88% |
$93.3K - $114K
|
8.8K
$862K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.85K+ 121.69% |
$89.7K - $110K
|
3.36K
$329K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.73K+ 21.85% |
$84.2K - $103K
|
9.66K
$945K
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.72K+ 2.3% |
$83.5K - $102K
|
76.5K
$7.49M
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.65K+ 40.19% |
$80.4K - $98.2K
|
5.77K
$565K
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
BUY
|
- |
1.56K+ 3.53% |
$75.8K - $92.6K
|
45.8K
$4.48M
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.46K+ 2.11% |
$70.9K - $86.7K
|
70.5K
$6.9M
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.4K+ 13.07% |
$68.1K - $83.1K
|
12.1K
$1.19M
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.37K+ 53.73% |
$66.6K - $81.4K
|
3.92K
$384K
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.26K+ 17.26% |
$61.2K - $74.8K
|
8.56K
$838K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 2.85% |
$60.3K - $73.6K
|
44.8K
$4.38M
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.11K+ 24.49% |
$53.9K - $65.9K
|
5.64K
$552K
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.1K+ 3.92% |
$53.5K - $65.3K
|
29.2K
$2.86M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.1K+ 1.62% |
$53.5K - $65.3K
|
69K
$6.75M
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
1.08K+ 2.44% |
$52.6K - $64.3K
|
45.4K
$4.44M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.04K+ 56.06% |
$50.4K - $61.5K
|
2.88K
$282K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
1K+ 1.66% |
$48.8K - $59.6K
|
61.3K
$6M
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
990New |
$48.1K - $58.8K
|
990
$96.9K
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
989+ 3.49% |
$48.1K - $58.7K
|
29.3K
$2.87M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
967+ 6.03% |
$47K - $57.4K
|
17K
$1.66M
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
950New |
$46.2K - $56.4K
|
950
$93K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
945+ 5.89% |
$45.9K - $56.1K
|
17K
$1.66M
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
939+ 13.23% |
$45.6K - $55.8K
|
8.04K
$786K
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
911+ 10.85% |
$44.3K - $54.1K
|
9.31K
$911K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
869New |
$42.2K - $51.6K
|
869
$85K
|