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 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-96- 0.15% |
$9.1K - $10.1K
|
63.2K
$5.96M
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-98- 1.54% |
$9.29K - $10.3K
|
6.27K
$591K
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-98- 3.24% |
$9.29K - $10.3K
|
2.93K
$276K
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 2.27% |
$9.48K - $10.5K
|
4.32K
$407K
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-110- 2.11% |
$10.4K - $11.6K
|
5.1K
$481K
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-112- 1.82% |
$10.6K - $11.8K
|
6.03K
$569K
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-121- 2.4% |
$11.5K - $12.7K
|
4.92K
$464K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-121- 28.67% |
$11.5K - $12.7K
|
301
$28.4K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-127- 25.0% |
$12K - $13.4K
|
381
$36K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-141- 83.93% |
$13.4K - $14.8K
|
27
$2.55K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-141- 32.87% |
$13.4K - $14.8K
|
288
$27.2K
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-148- 11.91% |
$14K - $15.6K
|
1.1K
$103K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-156- 0.9% |
$14.8K - $16.4K
|
17.2K
$1.62M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-185- 3.41% |
$17.5K - $19.5K
|
5.25K
$495K
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-202- 5.23% |
$19.2K - $21.3K
|
3.66K
$345K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-203- 1.15% |
$19.3K - $21.4K
|
17.5K
$1.65M
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-264- 1.08% |
$25K - $27.8K
|
24.1K
$2.28M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-276- 9.74% |
$26.2K - $29.1K
|
2.56K
$241K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-283- 8.09% |
$26.8K - $29.8K
|
3.22K
$303K
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-319- 0.45% |
$30.3K - $33.6K
|
70.7K
$6.67M
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-335- 1.87% |
$31.8K - $35.3K
|
17.5K
$1.66M
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-339- 11.52% |
$32.2K - $35.7K
|
2.6K
$246K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-344- 4.27% |
$32.6K - $36.2K
|
7.71K
$727K
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-360- 5.37% |
$34.1K - $37.9K
|
6.35K
$599K
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-433- 2.0% |
$41.1K - $45.6K
|
21.2K
$2M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-440- 4.95% |
$41.7K - $46.3K
|
8.44K
$797K
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-445- 1.88% |
$42.2K - $46.9K
|
23.3K
$2.2M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-462- 3.01% |
$43.8K - $48.7K
|
14.9K
$1.41M
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-505- 0.56% |
$47.9K - $53.2K
|
89.6K
$8.46M
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-556- 7.29% |
$52.7K - $58.6K
|
7.07K
$667K
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-566- 2.33% |
$53.7K - $59.6K
|
23.7K
$2.24M
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-566- 2.96% |
$53.7K - $59.6K
|
18.6K
$1.75M
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-573- 11.87% |
$54.3K - $60.3K
|
4.26K
$402K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-575- 6.69% |
$54.5K - $60.6K
|
8.02K
$757K
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-580- 6.97% |
$55K - $61.1K
|
7.74K
$730K
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-593- 2.2% |
$56.2K - $62.4K
|
26.3K
$2.48M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-593- 27.85% |
$56.2K - $62.4K
|
1.54K
$145K
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-596- 2.6% |
$56.5K - $62.8K
|
22.3K
$2.11M
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-597- 16.11% |
$56.6K - $62.9K
|
3.11K
$293K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-613- 39.45% |
$58.1K - $64.6K
|
941
$88.8K
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-615- 4.88% |
$58.3K - $64.8K
|
12K
$1.13M
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-633- 21.69% |
$60K - $66.7K
|
2.29K
$216K
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-672- 1.93% |
$63.7K - $70.8K
|
34.1K
$3.22M
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-678- 2.86% |
$64.3K - $71.4K
|
23.1K
$2.18M
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-742- 3.71% |
$70.4K - $78.1K
|
19.2K
$1.81M
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-746- 1.29% |
$70.8K - $78.6K
|
57.3K
$5.41M
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-761- 26.22% |
$72.2K - $80.1K
|
2.14K
$202K
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-783- 1.63% |
$74.3K - $82.5K
|
47.2K
$4.45M
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-799- 2.0% |
$75.8K - $84.1K
|
39.1K
$3.69M
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-814- 26.71% |
$77.2K - $85.7K
|
2.23K
$211K
|