Purchases and Sales Made in Q2 2023 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.3K+ 17.66% |
$578K - $672K
|
68.6K
$6.73M
|
|
|
Jul 21, 2023
Q2 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
10.3KNew |
$578K - $672K
|
10.3K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
10.2K+ 38.95% |
$572K - $665K
|
36.3K
$3.57M
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
10.1KNew |
$569K - $662K
|
10.1K
$996K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.9K+ 171.72% |
$555K - $646K
|
15.7K
$1.54M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
9.86KNew |
$553K - $644K
|
9.86K
$968K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.78K+ 21.84% |
$549K - $639K
|
54.6K
$5.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
9.69K+ 34.02% |
$544K - $633K
|
38.2K
$3.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.19K+ 98.16% |
$516K - $600K
|
18.6K
$1.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
9.14KNew |
$513K - $597K
|
9.14K
$897K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.1K+ 430.25% |
$511K - $594K
|
11.2K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.08K+ 111.89% |
$510K - $593K
|
17.2K
$1.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
8.95K+ 108.22% |
$503K - $585K
|
17.2K
$1.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.86KNew |
$497K - $578K
|
8.86K
$869K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.5K+ 16.22% |
$477K - $555K
|
60.9K
$5.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
8.35K+ 18.11% |
$468K - $545K
|
54.4K
$5.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
8.09K+ 31.41% |
$454K - $528K
|
33.8K
$3.32M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.6K+ 10.0% |
$427K - $496K
|
83.6K
$8.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
7.39K+ 94.62% |
$415K - $483K
|
15.2K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
7.28K+ 157.74% |
$409K - $475K
|
11.9K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.88K+ 274.93% |
$386K - $449K
|
9.38K
$921K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.7K+ 16.52% |
$376K - $438K
|
47.3K
$4.64M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
6.55KNew |
$368K - $428K
|
6.55K
$643K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.27K+ 4.5% |
$352K - $410K
|
146K
$14.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6.09K+ 90.88% |
$342K - $398K
|
12.8K
$1.26M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
5.99K+ 22.05% |
$336K - $391K
|
33.2K
$3.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
5.92K+ 33.83% |
$332K - $387K
|
23.4K
$2.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.8K+ 55.92% |
$325K - $379K
|
16.2K
$1.59M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
5.71K+ 9.16% |
$320K - $373K
|
68K
$6.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.64KNew |
$316K - $368K
|
5.64K
$553K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.52K+ 12.88% |
$310K - $361K
|
48.4K
$4.75M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
5.42K+ 2.41% |
$304K - $354K
|
230K
$22.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.38K+ 30.22% |
$302K - $351K
|
23.2K
$2.28M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.34KNew |
$300K - $349K
|
5.34K
$524K
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.03K+ 27.29% |
$282K - $329K
|
23.5K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.97K+ 23.95% |
$279K - $324K
|
25.7K
$2.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
4.85KNew |
$272K - $316K
|
4.85K
$476K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.64K+ 25.34% |
$260K - $303K
|
22.9K
$2.25M
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4.61K+ 193.94% |
$259K - $301K
|
6.99K
$686K
|
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
4.57KNew |
$256K - $298K
|
4.57K
$449K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.51K+ 7.87% |
$253K - $295K
|
61.9K
$6.08M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.48K+ 24.1% |
$251K - $292K
|
23.1K
$2.26M
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
4.43K+ 16.55% |
$249K - $289K
|
31.2K
$3.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
4.31KNew |
$242K - $281K
|
4.31K
$423K
|
|
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
4.29KNew |
$241K - $280K
|
4.29K
$421K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.19KNew |
$235K - $274K
|
4.19K
$412K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
4.15KNew |
$233K - $271K
|
4.15K
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.14K+ 63.82% |
$232K - $270K
|
10.6K
$1.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
4.03KNew |
$226K - $263K
|
4.03K
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
4.02K+ 27.28% |
$226K - $263K
|
18.8K
$1.84M
|