Purchases and Sales Made in Q1 2024 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q1 2024. 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 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.09K- 23.91% |
$78.1K - $89K
|
3.46K
$339K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.09K- 1.22% |
$78.1K - $89.1K
|
88.4K
$8.66M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.11K- 3.25% |
$79.6K - $90.8K
|
33.1K
$3.24M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.12K- 11.89% |
$80K - $91.2K
|
8.26K
$808K
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.18K- 0.2% |
$84.4K - $96.2K
|
576K
$56.3M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.2K- 8.54% |
$85.8K - $97.9K
|
12.8K
$1.25M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.28K- 1.38% |
$91.8K - $105K
|
91.4K
$8.94M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.29K- 8.73% |
$92.7K - $106K
|
13.5K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.3K- 2.31% |
$93K - $106K
|
54.9K
$5.37M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.3K- 4.11% |
$93.2K - $106K
|
30.3K
$2.96M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.32K- 8.77% |
$95K - $108K
|
13.8K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
SELL
|
- |
-1.34K- 42.65% |
$96K - $109K
|
1.8K
$176K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.45K- 0.74% |
$104K - $119K
|
196K
$19.2M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.49K- 74.56% |
$107K - $122K
|
509
$49.8K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 2.22% |
$107K - $122K
|
65.7K
$6.43M
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
SELL
|
- |
-1.53K- 2.36% |
$110K - $125K
|
63.5K
$6.21M
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.61K- 6.12% |
$115K - $132K
|
24.7K
$2.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.62K- 36.5% |
$116K - $132K
|
2.82K
$276K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.68K- 5.57% |
$120K - $137K
|
28.5K
$2.79M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.7K- 11.4% |
$122K - $139K
|
13.2K
$1.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.77K- 7.4% |
$127K - $144K
|
22.1K
$2.16M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.77K- 5.67% |
$127K - $145K
|
29.5K
$2.89M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.78K- 5.59% |
$128K - $146K
|
30.1K
$2.94M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.8K- 2.95% |
$129K - $148K
|
59.3K
$5.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.86K- 19.04% |
$134K - $152K
|
7.91K
$774K
|
|
|
May 01, 2024
Q1 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-1.9K- 1.63% |
$136K - $155K
|
114K
$11.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.92K- 22.45% |
$138K - $157K
|
6.64K
$650K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.95K- 7.06% |
$140K - $159K
|
25.6K
$2.51M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.11K- 19.11% |
$151K - $172K
|
8.91K
$872K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.14K- 1.61% |
$153K - $175K
|
131K
$12.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.16K- 23.68% |
$155K - $177K
|
6.96K
$681K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.18K- 43.8% |
$156K - $178K
|
2.8K
$274K
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.19K- 38.64% |
$157K - $179K
|
3.48K
$340K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.22K- 28.2% |
$159K - $182K
|
5.65K
$553K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.22K- 5.1% |
$159K - $182K
|
41.3K
$4.04M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.23K- 15.98% |
$160K - $183K
|
11.7K
$1.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.24K- 97.35% |
$161K - $184K
|
61
$5.97K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.25K- 24.22% |
$162K - $184K
|
7.05K
$690K
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.3K- 14.86% |
$165K - $188K
|
13.2K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.38K- 7.59% |
$171K - $194K
|
28.9K
$2.83M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-2.5K- 7.79% |
$179K - $204K
|
29.5K
$2.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.51K- 5.51% |
$180K - $205K
|
43K
$4.21M
|
|
|
May 09, 2024
Q1 2024
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-2.52K- 18.37% |
$181K - $206K
|
11.2K
$1.1M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.57K- 6.7% |
$184K - $210K
|
35.8K
$3.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.6K- 4.69% |
$187K - $213K
|
52.9K
$5.18M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2.66K- 2.76% |
$190K - $217K
|
93.7K
$9.17M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.75K- 26.5% |
$197K - $225K
|
7.63K
$746K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.78K- 28.84% |
$199K - $227K
|
6.85K
$671K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-2.83K- 24.11% |
$203K - $231K
|
8.9K
$871K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.84K- 40.01% |
$203K - $232K
|
4.25K
$416K
|