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 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
4.37K+ 23.32% |
$314K - $358K
|
23.1K
$2.27M
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
4.28KNew |
$307K - $350K
|
4.28K
$421K
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
4.27K+ 6.75% |
$306K - $349K
|
67.5K
$6.64M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.26K+ 74.16% |
$305K - $348K
|
10K
$984K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.05K+ 28.52% |
$291K - $331K
|
18.3K
$1.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3.95KNew |
$283K - $323K
|
3.95K
$388K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.87K+ 15.36% |
$278K - $317K
|
29.1K
$2.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.82KNew |
$274K - $313K
|
3.82K
$376K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
3.8KNew |
$273K - $311K
|
3.8K
$374K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.72KNew |
$267K - $304K
|
3.72K
$366K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.72K+ 3.81% |
$267K - $304K
|
101K
$9.95M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.7K+ 27.69% |
$265K - $303K
|
17.1K
$1.68M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.57K+ 253.66% |
$256K - $292K
|
4.98K
$490K
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
3.55KNew |
$255K - $291K
|
3.55K
$350K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.5KNew |
$251K - $286K
|
3.5K
$344K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.48K+ 29.03% |
$249K - $284K
|
15.5K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.48KNew |
$249K - $284K
|
3.48K
$342K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.47K+ 11.6% |
$249K - $284K
|
33.4K
$3.29M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.33KNew |
$239K - $273K
|
3.33K
$328K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.26K+ 80.36% |
$234K - $267K
|
7.32K
$720K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.26KNew |
$234K - $267K
|
3.26K
$321K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
3.24K+ 19.16% |
$233K - $265K
|
20.2K
$1.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.2K+ 6.21% |
$229K - $262K
|
54.6K
$5.38M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.17KNew |
$227K - $259K
|
3.17K
$312K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
3.13K+ 9.21% |
$225K - $256K
|
37.1K
$3.65M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.12K+ 5.36% |
$224K - $255K
|
61.4K
$6.04M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.08KNew |
$221K - $252K
|
3.08K
$303K
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
3.08KNew |
$221K - $252K
|
3.08K
$303K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.97KNew |
$213K - $243K
|
2.97K
$293K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.93KNew |
$210K - $239K
|
2.93K
$288K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.91KNew |
$209K - $238K
|
2.91K
$286K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.89K+ 49.78% |
$207K - $236K
|
8.69K
$855K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
2.89KNew |
$207K - $236K
|
2.89K
$284K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.86K+ 30.52% |
$205K - $234K
|
12.2K
$1.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.84KNew |
$203K - $232K
|
2.84K
$279K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.8K+ 213.74% |
$201K - $229K
|
4.11K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.8KNew |
$201K - $229K
|
2.8K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
2.78KNew |
$200K - $228K
|
2.78K
$274K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.77K+ 6.56% |
$199K - $226K
|
44.9K
$4.42M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.74KNew |
$197K - $224K
|
2.74K
$270K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
2.74KNew |
$197K - $224K
|
2.74K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.73KNew |
$196K - $224K
|
2.73K
$269K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.72K+ 13.94% |
$195K - $222K
|
22.2K
$2.19M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.71KNew |
$194K - $221K
|
2.71K
$266K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.7KNew |
$194K - $221K
|
2.7K
$266K
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.68KNew |
$192K - $219K
|
2.68K
$264K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.67KNew |
$191K - $218K
|
2.67K
$263K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.67KNew |
$191K - $218K
|
2.67K
$263K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.67KNew |
$191K - $218K
|
2.67K
$262K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.66KNew |
$191K - $218K
|
2.66K
$262K
|