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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
4K+ 2.12% |
$380K - $422K
|
193K
$18.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.88K+ 43.87% |
$368K - $409K
|
12.7K
$1.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.84KNew |
$364K - $404K
|
3.84K
$362K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.76K+ 51.95% |
$357K - $396K
|
11K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.68K+ 25.14% |
$349K - $388K
|
18.3K
$1.73M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.58K+ 114.03% |
$339K - $377K
|
6.71K
$634K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
3.37K+ 7.74% |
$320K - $355K
|
46.9K
$4.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.32K+ 31.5% |
$315K - $350K
|
13.9K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
3.11KNew |
$295K - $327K
|
3.11K
$293K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
3.02K+ 75.96% |
$286K - $318K
|
6.99K
$660K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.67K+ 12.9% |
$253K - $281K
|
23.4K
$2.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.67K+ 74.61% |
$253K - $281K
|
6.24K
$589K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
2.51K+ 10.39% |
$238K - $264K
|
26.6K
$2.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.5K+ 111.11% |
$237K - $263K
|
4.75K
$448K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
2.47K+ 5.53% |
$235K - $261K
|
47.2K
$4.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.39K+ 20.02% |
$227K - $252K
|
14.3K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.39KNew |
$226K - $251K
|
2.39K
$225K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
2.38K+ 31.05% |
$226K - $251K
|
10K
$948K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
2.34K+ 4.93% |
$222K - $246K
|
49.8K
$4.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.28KNew |
$216K - $240K
|
2.28K
$215K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.26K+ 38.77% |
$214K - $238K
|
8.09K
$763K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
2.19K+ 3.09% |
$207K - $230K
|
72.9K
$6.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.15K+ 2.32% |
$204K - $227K
|
95K
$8.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.12KNew |
$201K - $223K
|
2.12K
$200K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.1KNew |
$199K - $221K
|
2.1K
$198K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.1K+ 15.4% |
$199K - $221K
|
15.7K
$1.48M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.1KNew |
$199K - $221K
|
2.1K
$198K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
2.08KNew |
$197K - $219K
|
2.08K
$196K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
2.08KNew |
$197K - $219K
|
2.08K
$196K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.04K+ 35.78% |
$194K - $215K
|
7.75K
$731K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.01K+ 40.49% |
$191K - $212K
|
6.98K
$659K
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.99K+ 1.41% |
$188K - $209K
|
143K
$13.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.95K+ 28.54% |
$185K - $205K
|
8.78K
$828K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
1.9K+ 6.42% |
$180K - $200K
|
31.4K
$2.96M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.82K+ 53.42% |
$173K - $192K
|
5.23K
$493K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.66K+ 23.44% |
$158K - $175K
|
8.76K
$827K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.59K+ 7.95% |
$151K - $167K
|
21.6K
$2.04M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.5K+ 27.27% |
$142K - $158K
|
7K
$661K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.39K+ 12.01% |
$131K - $146K
|
12.9K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.33K+ 3.86% |
$126K - $140K
|
35.7K
$3.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.31K+ 4.86% |
$125K - $138K
|
28.3K
$2.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.31K+ 50.78% |
$124K - $138K
|
3.89K
$367K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.28K+ 19.9% |
$121K - $135K
|
7.72K
$728K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.27K+ 12.18% |
$120K - $133K
|
11.7K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.17K+ 5.0% |
$111K - $124K
|
24.6K
$2.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.13K+ 15.93% |
$107K - $119K
|
8.24K
$777K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.1K+ 1.77% |
$104K - $116K
|
63.3K
$5.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
881+ 61.61% |
$83.6K - $92.8K
|
2.31K
$218K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
877+ 30.54% |
$83.2K - $92.4K
|
3.75K
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
850+ 2.36% |
$80.6K - $89.5K
|
36.9K
$3.48M
|