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 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
559+ 7.21% |
$40.1K - $45.7K
|
8.31K
$813K
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
542+ 6.81% |
$38.9K - $44.3K
|
8.5K
$832K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
531+ 0.68% |
$38.1K - $43.4K
|
78.6K
$7.69M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
528+ 0.17% |
$37.9K - $43.2K
|
315K
$30.8M
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
512+ 12.08% |
$36.7K - $41.9K
|
4.75K
$465K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
510New |
$36.6K - $41.7K
|
510
$49.9K
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
492+ 0.75% |
$35.3K - $40.3K
|
65.7K
$6.43M
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
491+ 426.96% |
$35.2K - $40.2K
|
606
$59.3K
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
484+ 6.44% |
$34.7K - $39.6K
|
8K
$783K
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
483+ 46.4% |
$34.7K - $39.5K
|
1.52K
$149K
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
469+ 4.31% |
$33.6K - $38.4K
|
11.4K
$1.11M
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
467+ 7.34% |
$33.5K - $38.2K
|
6.83K
$668K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
457New |
$32.8K - $37.4K
|
457
$44.7K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
448+ 10.67% |
$32.1K - $36.7K
|
4.65K
$455K
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
447New |
$32.1K - $36.6K
|
447
$43.7K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
447+ 17.49% |
$32.1K - $36.6K
|
3K
$294K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
443New |
$31.8K - $36.2K
|
443
$43.4K
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
435+ 7.32% |
$31.2K - $35.6K
|
6.37K
$624K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
403+ 50.69% |
$28.9K - $33K
|
1.2K
$117K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
390+ 6.79% |
$28K - $31.9K
|
6.14K
$601K
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
370New |
$26.5K - $30.3K
|
370
$36.2K
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
357+ 0.3% |
$25.6K - $29.2K
|
119K
$11.7M
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
347New |
$24.9K - $28.4K
|
347
$34K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
346+ 5.06% |
$24.8K - $28.3K
|
7.19K
$703K
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
340+ 1.77% |
$24.4K - $27.8K
|
19.5K
$1.91M
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
331+ 2.68% |
$23.7K - $27.1K
|
12.7K
$1.24M
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
313+ 0.25% |
$22.5K - $25.6K
|
127K
$12.4M
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
310+ 6.08% |
$22.2K - $25.4K
|
5.41K
$529K
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
295+ 5.86% |
$21.2K - $24.1K
|
5.33K
$521K
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
287+ 2.7% |
$20.6K - $23.5K
|
10.9K
$1.07M
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
272New |
$19.5K - $22.3K
|
272
$26.6K
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
272+ 1.93% |
$19.5K - $22.3K
|
14.4K
$1.41M
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
232+ 20.49% |
$16.6K - $19K
|
1.36K
$133K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
220New |
$15.8K - $18K
|
220
$21.5K
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
215+ 4.44% |
$15.4K - $17.6K
|
5.05K
$495K
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
206+ 36.01% |
$14.8K - $16.9K
|
778
$76.1K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
200+ 42.74% |
$14.3K - $16.4K
|
668
$65.4K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
193New |
$13.8K - $15.8K
|
193
$18.9K
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
192+ 0.2% |
$13.8K - $15.7K
|
95.1K
$9.31M
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
190+ 1900.0% |
$13.6K - $15.5K
|
200
$19.6K
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
180New |
$12.9K - $14.7K
|
180
$17.6K
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
175+ 3.82% |
$12.6K - $14.3K
|
4.76K
$466K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
170+ 369.57% |
$12.2K - $13.9K
|
216
$21.1K
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
155New |
$11.1K - $12.7K
|
155
$15.2K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
153+ 191.25% |
$11K - $12.5K
|
233
$22.8K
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
150+ 7.36% |
$10.8K - $12.3K
|
2.19K
$214K
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
148+ 0.88% |
$10.6K - $12.1K
|
17K
$1.66M
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
138New |
$9.9K - $11.3K
|
138
$13.5K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
132New |
$9.47K - $10.8K
|
132
$12.9K
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
125+ 0.62% |
$8.97K - $10.2K
|
20.4K
$2M
|