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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.36K+ 87.13% |
$600K - $684K
|
18K
$1.77M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
8.25KNew |
$592K - $675K
|
8.25K
$812K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.23K+ 61.35% |
$591K - $674K
|
21.7K
$2.13M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
8.18K+ 13.27% |
$587K - $669K
|
69.8K
$6.87M
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
8.13K+ 56.67% |
$583K - $665K
|
22.5K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.06K+ 4.31% |
$578K - $659K
|
195K
$19.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.88KNew |
$565K - $645K
|
7.88K
$775K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.79K+ 82.4% |
$559K - $637K
|
17.2K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
7.66K+ 12.33% |
$549K - $626K
|
69.7K
$6.86M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.6K+ 14.55% |
$545K - $622K
|
59.8K
$5.89M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
7.38K+ 2.89% |
$530K - $604K
|
263K
$25.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
7.3KNew |
$524K - $597K
|
7.3K
$718K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.27K+ 9.48% |
$522K - $595K
|
84K
$8.27M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.25K+ 7.8% |
$520K - $593K
|
100K
$9.86M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.11KNew |
$510K - $582K
|
7.11K
$700K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
7.05K+ 3.89% |
$506K - $577K
|
188K
$18.5M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
6.78KNew |
$486K - $555K
|
6.78K
$667K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.72K+ 50.25% |
$482K - $550K
|
20.1K
$1.98M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.65K+ 5.7% |
$477K - $544K
|
123K
$12.1M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.56K+ 10.61% |
$471K - $537K
|
68.4K
$6.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
6.44KNew |
$462K - $527K
|
6.44K
$634K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6.27K+ 36.27% |
$449K - $513K
|
23.5K
$2.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
6.13K+ 19.52% |
$440K - $502K
|
37.5K
$3.69M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.13K+ 3.1% |
$440K - $502K
|
204K
$20.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
6.07K+ 19.84% |
$436K - $497K
|
36.7K
$3.61M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.98K+ 15.89% |
$429K - $490K
|
43.6K
$4.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
5.91K+ 11.61% |
$424K - $483K
|
56.8K
$5.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.89K+ 11.05% |
$423K - $482K
|
59.2K
$5.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.84KNew |
$419K - $477K
|
5.84K
$574K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.66KNew |
$406K - $463K
|
5.66K
$557K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
5.61K+ 4.78% |
$402K - $459K
|
123K
$12.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
5.57K+ 5.01% |
$399K - $455K
|
117K
$11.5M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.56K+ 21.69% |
$399K - $455K
|
31.2K
$3.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
5.46K+ 18.14% |
$392K - $447K
|
35.6K
$3.5M
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.19KNew |
$373K - $425K
|
5.19K
$511K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.1KNew |
$366K - $418K
|
5.1K
$502K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
5.1K+ 8.72% |
$366K - $417K
|
63.5K
$6.25M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.03K+ 7.57% |
$361K - $411K
|
71.5K
$7.03M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.02K+ 5.47% |
$360K - $410K
|
96.7K
$9.52M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.92K+ 13.85% |
$353K - $402K
|
40.4K
$3.98M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.92KNew |
$353K - $402K
|
4.92K
$484K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.77K+ 3.96% |
$342K - $390K
|
125K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
4.7K+ 20.11% |
$337K - $385K
|
28.1K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.7K+ 18.38% |
$337K - $385K
|
30.3K
$2.98M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
4.65K+ 4.33% |
$334K - $381K
|
112K
$11M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.58K+ 37.5% |
$328K - $375K
|
16.8K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
4.57K+ 118.01% |
$328K - $374K
|
8.44K
$830K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.47KNew |
$321K - $366K
|
4.47K
$440K
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
4.46K+ 49.53% |
$320K - $365K
|
13.5K
$1.32M
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
4.4KNew |
$316K - $360K
|
4.4K
$433K
|