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 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.87K+ 2.98% |
$367K - $407K
|
134K
$14.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.84KNew |
$364K - $404K
|
3.84K
$413K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.76K+ 51.95% |
$357K - $396K
|
11K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.68K+ 25.14% |
$349K - $388K
|
18.3K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.63K+ 66.7% |
$345K - $383K
|
9.08K
$977K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.58K+ 114.03% |
$339K - $377K
|
6.71K
$722K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
3.51KNew |
$332K - $369K
|
3.51K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.5K+ 4.55% |
$332K - $368K
|
80.3K
$8.64M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.41K+ 74.23% |
$323K - $359K
|
8K
$860K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
3.37K+ 7.74% |
$320K - $355K
|
46.9K
$5.05M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.35KNew |
$318K - $353K
|
3.35K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
3.34K+ 4.27% |
$317K - $352K
|
81.6K
$8.78M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
3.33KNew |
$315K - $350K
|
3.33K
$358K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.32K+ 31.5% |
$315K - $350K
|
13.9K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.26KNew |
$309K - $343K
|
3.26K
$351K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.12KNew |
$296K - $329K
|
3.12K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
3.11KNew |
$295K - $327K
|
3.11K
$334K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.08KNew |
$292K - $325K
|
3.08K
$332K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.04KNew |
$289K - $321K
|
3.04K
$328K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
3.04K+ 8.39% |
$288K - $320K
|
39.3K
$4.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
3.02K+ 75.96% |
$286K - $318K
|
6.99K
$752K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.01KNew |
$286K - $317K
|
3.01K
$324K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.95KNew |
$280K - $311K
|
2.95K
$318K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.76K+ 9.85% |
$262K - $290K
|
30.8K
$3.31M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.71K+ 3.71% |
$257K - $285K
|
75.8K
$8.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.67K+ 12.9% |
$253K - $281K
|
23.4K
$2.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.67K+ 74.61% |
$253K - $281K
|
6.24K
$671K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.66KNew |
$252K - $280K
|
2.66K
$286K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.63K+ 10.82% |
$249K - $276K
|
26.9K
$2.89M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.56KNew |
$243K - $270K
|
2.56K
$276K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
2.51K+ 10.39% |
$238K - $264K
|
26.6K
$2.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.51KNew |
$238K - $264K
|
2.51K
$270K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.5K+ 111.11% |
$237K - $263K
|
4.75K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.5K+ 11.11% |
$237K - $263K
|
25K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
2.5K+ 5.36% |
$237K - $263K
|
49.1K
$5.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
2.47K+ 5.53% |
$235K - $261K
|
47.2K
$5.08M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.44K+ 51.53% |
$231K - $257K
|
7.16K
$771K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.43K+ 333.98% |
$230K - $256K
|
3.16K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
2.42K+ 5.86% |
$229K - $254K
|
43.6K
$4.69M
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
2.41KNew |
$228K - $253K
|
2.41K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.4K+ 9.02% |
$228K - $253K
|
29K
$3.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.39K+ 20.02% |
$227K - $252K
|
14.3K
$1.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.39KNew |
$226K - $251K
|
2.39K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.38KNew |
$226K - $251K
|
2.38K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.38K+ 12.69% |
$226K - $251K
|
21.2K
$2.28M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
2.38K+ 31.05% |
$226K - $251K
|
10K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
2.34K+ 4.93% |
$222K - $246K
|
49.8K
$5.36M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
2.33K+ 15.17% |
$221K - $245K
|
17.7K
$1.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.28KNew |
$216K - $240K
|
2.28K
$245K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.27K+ 11.91% |
$215K - $239K
|
21.3K
$2.29M
|