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 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
228+ 27.27% |
$21.6K - $24K
|
1.06K
$114K
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
227+ 4.26% |
$21.5K - $23.9K
|
5.56K
$598K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
227+ 58.81% |
$21.5K - $23.9K
|
613
$66K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
213+ 4.87% |
$20.2K - $22.4K
|
4.59K
$494K
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
213+ 3.85% |
$20.2K - $22.4K
|
5.74K
$617K
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
200+ 1.43% |
$19K - $21.1K
|
14.2K
$1.52M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
199+ 3.85% |
$18.9K - $21K
|
5.37K
$578K
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
197+ 4.44% |
$18.7K - $20.7K
|
4.64K
$499K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
192+ 1.7% |
$18.2K - $20.2K
|
11.5K
$1.23M
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
180+ 1.21% |
$17.1K - $19K
|
15K
$1.61M
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
176+ 0.83% |
$16.7K - $18.5K
|
21.5K
$2.31M
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
172New |
$16.3K - $18.1K
|
172
$18.5K
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
166+ 0.24% |
$15.7K - $17.5K
|
69.8K
$7.51M
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
166+ 4.29% |
$15.7K - $17.5K
|
4.04K
$434K
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
160+ 1.37% |
$15.2K - $16.8K
|
11.9K
$1.28M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
154+ 3.83% |
$14.6K - $16.2K
|
4.18K
$449K
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
153+ 0.7% |
$14.5K - $16.1K
|
21.9K
$2.35M
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
153+ 0.97% |
$14.5K - $16.1K
|
15.8K
$1.7M
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
150+ 161.29% |
$14.2K - $15.8K
|
243
$26.1K
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
149+ 6.89% |
$14.1K - $15.7K
|
2.31K
$249K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
149+ 2.23% |
$14.1K - $15.7K
|
6.84K
$736K
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
148+ 200.0% |
$14K - $15.6K
|
222
$23.9K
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
146+ 29.38% |
$13.8K - $15.4K
|
643
$69.2K
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
144+ 2.37% |
$13.7K - $15.2K
|
6.22K
$669K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
144+ 6.71% |
$13.7K - $15.2K
|
2.29K
$246K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
143+ 0.86% |
$13.6K - $15.1K
|
16.7K
$1.8M
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
140+ 0.32% |
$13.3K - $14.7K
|
44.3K
$4.77M
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
129+ 0.9% |
$12.2K - $13.6K
|
14.4K
$1.55M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
123New |
$11.7K - $13K
|
123
$13.2K
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
122New |
$11.6K - $12.8K
|
122
$13.1K
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
122New |
$11.6K - $12.8K
|
122
$13.1K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
120+ 36.92% |
$11.4K - $12.6K
|
445
$47.9K
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
118+ 0.69% |
$11.2K - $12.4K
|
17.2K
$1.85M
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
114+ 95.8% |
$10.8K - $12K
|
233
$25.1K
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
111+ 1.55% |
$10.5K - $11.7K
|
7.27K
$783K
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
110+ 1.3% |
$10.4K - $11.6K
|
8.55K
$920K
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
109New |
$10.3K - $11.5K
|
109
$11.7K
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
108New |
$10.2K - $11.4K
|
108
$11.6K
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
108+ 0.48% |
$10.2K - $11.4K
|
22.7K
$2.44M
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
BUY
|
- |
102+ 3.57% |
$9.67K - $10.7K
|
2.96K
$318K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
101New |
$9.58K - $10.6K
|
101
$10.9K
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
100+ 1.9% |
$9.48K - $10.5K
|
5.36K
$576K
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
100+ 2.14% |
$9.48K - $10.5K
|
4.77K
$513K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
100+ 12.89% |
$9.48K - $10.5K
|
876
$94.2K
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
99+ 0.56% |
$9.39K - $10.4K
|
17.8K
$1.91M
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
91+ 395.65% |
$8.63K - $9.58K
|
114
$12.3K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
88+ 2.75% |
$8.35K - $9.27K
|
3.29K
$353K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
84+ 9.76% |
$7.97K - $8.85K
|
945
$102K
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
84+ 1.86% |
$7.97K - $8.85K
|
4.61K
$496K
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
83New |
$7.87K - $8.74K
|
83
$8.93K
|