Purchases and Sales Made in Q1 2025 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q1 2025. 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 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
82+ 8.59% |
$7.78K - $8.64K
|
1.04K
$112K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
81+ 0.44% |
$7.68K - $8.53K
|
18.4K
$1.97M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
80+ 0.28% |
$7.59K - $8.42K
|
28.4K
$3.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
78+ 3.02% |
$7.4K - $8.21K
|
2.66K
$286K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
77+ 1.4% |
$7.3K - $8.11K
|
5.57K
$599K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
76+ 0.18% |
$7.21K - $8K
|
42.5K
$4.57M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
71New |
$6.73K - $7.48K
|
71
$7.64K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
69+ 0.99% |
$6.54K - $7.27K
|
7.02K
$755K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
68New |
$6.45K - $7.16K
|
68
$7.32K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
65+ 0.75% |
$6.16K - $6.85K
|
8.75K
$941K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
64+ 1.59% |
$6.07K - $6.74K
|
4.09K
$440K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
60+ 0.6% |
$5.69K - $6.32K
|
10K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
57+ 2.04% |
$5.41K - $6K
|
2.85K
$307K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
57+ 56.44% |
$5.41K - $6K
|
158
$17K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
54+ 2.53% |
$5.12K - $5.69K
|
2.19K
$235K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
50New |
$4.74K - $5.27K
|
50
$5.38K
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
45+ 0.56% |
$4.27K - $4.74K
|
8.07K
$868K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
43New |
$4.08K - $4.53K
|
43
$4.63K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
39+ 0.16% |
$3.7K - $4.11K
|
23.9K
$2.57M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
39New |
$3.7K - $4.11K
|
39
$4.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
37New |
$3.51K - $3.9K
|
37
$3.98K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
37+ 0.24% |
$3.51K - $3.9K
|
15.6K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
33+ 78.57% |
$3.13K - $3.48K
|
75
$8.07K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
30+ 3.33% |
$2.85K - $3.16K
|
930
$100K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
30+ 1.44% |
$2.85K - $3.16K
|
2.12K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
29New |
$2.75K - $3.05K
|
29
$3.12K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
26+ 0.38% |
$2.47K - $2.74K
|
6.83K
$735K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
26New |
$2.47K - $2.74K
|
26
$2.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
24+ 0.21% |
$2.28K - $2.53K
|
11.3K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
24+ 0.3% |
$2.28K - $2.53K
|
7.98K
$859K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
24New |
$2.28K - $2.53K
|
24
$2.58K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
23+ 0.06% |
$2.18K - $2.42K
|
39K
$4.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20New |
$1.9K - $2.11K
|
20
$2.15K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
19+ 0.29% |
$1.8K - $2K
|
6.64K
$715K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
18+ 17.82% |
$1.71K - $1.9K
|
119
$12.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
15+ 5.75% |
$1.42K - $1.58K
|
276
$29.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
14+ 1.53% |
$1.33K - $1.47K
|
931
$100K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
13New |
$1.23K - $1.37K
|
13
$1.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
13+ 65.0% |
$1.23K - $1.37K
|
33
$3.55K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
12New |
$1.14K - $1.26K
|
12
$1.29K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
10+ 0.11% |
$948 - $1.05K
|
9.23K
$993K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
10+ 0.25% |
$948 - $1.05K
|
4.05K
$436K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
10New |
$948 - $1.05K
|
10
$1.08K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10+ 1.42% |
$948 - $1.05K
|
712
$76.6K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
9+ 0.32% |
$854 - $948
|
2.78K
$299K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
8+ 0.15% |
$759 - $842
|
5.43K
$584K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8+ 0.29% |
$759 - $842
|
2.77K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
8+ 0.04% |
$759 - $842
|
20.3K
$2.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
8New |
$759 - $842
|
8
$861
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
8+ 0.26% |
$759 - $842
|
3.07K
$331K
|