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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.97KNew |
$223K - $259K
|
3.97K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.95KNew |
$222K - $258K
|
3.95K
$388K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.93K+ 2.86% |
$220K - $256K
|
141K
$13.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.89KNew |
$218K - $254K
|
3.89K
$381K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.78KNew |
$212K - $247K
|
3.78K
$371K
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
3.74KNew |
$210K - $244K
|
3.74K
$367K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.74KNew |
$210K - $244K
|
3.74K
$367K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.73KNew |
$209K - $244K
|
3.73K
$366K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.71K+ 9.02% |
$208K - $242K
|
44.8K
$4.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.7KNew |
$208K - $242K
|
3.7K
$363K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.66KNew |
$205K - $239K
|
3.66K
$359K
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
3.65K+ 16.79% |
$205K - $238K
|
25.4K
$2.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
3.57K+ 2.14% |
$200K - $233K
|
170K
$16.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.52KNew |
$197K - $230K
|
3.52K
$345K
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.5KNew |
$196K - $228K
|
3.5K
$343K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
3.5K+ 6.7% |
$196K - $228K
|
55.7K
$5.47M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
3.5K+ 2.1% |
$196K - $228K
|
170K
$16.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.49KNew |
$196K - $228K
|
3.49K
$343K
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.47K+ 6.15% |
$195K - $227K
|
59.9K
$5.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.41K+ 7.26% |
$192K - $223K
|
50.4K
$4.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
3.41KNew |
$191K - $223K
|
3.41K
$335K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.4KNew |
$191K - $222K
|
3.4K
$334K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.4KNew |
$191K - $222K
|
3.4K
$333K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.37KNew |
$189K - $220K
|
3.37K
$331K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
BUY
|
- |
3.36KNew |
$188K - $219K
|
3.36K
$329K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.31KNew |
$186K - $216K
|
3.31K
$325K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
3.3KNew |
$185K - $215K
|
3.3K
$324K
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
3.29K+ 17.47% |
$185K - $215K
|
22.1K
$2.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
3.22KNew |
$181K - $210K
|
3.22K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.16KNew |
$177K - $206K
|
3.16K
$310K
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
3.15KNew |
$177K - $206K
|
3.15K
$309K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
3.14KNew |
$176K - $205K
|
3.14K
$308K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
3.14KNew |
$176K - $205K
|
3.14K
$308K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.08KNew |
$173K - $201K
|
3.08K
$302K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.08KNew |
$173K - $201K
|
3.08K
$302K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.95K+ 8.32% |
$166K - $193K
|
38.5K
$3.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.82K+ 6.44% |
$158K - $184K
|
46.6K
$4.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.75K+ 3.6% |
$155K - $180K
|
79.3K
$7.78M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.73K+ 0.59% |
$153K - $178K
|
466K
$45.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.64K+ 19.5% |
$148K - $172K
|
16.2K
$1.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.42K+ 4.03% |
$136K - $158K
|
62.5K
$6.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.41K+ 16.4% |
$135K - $158K
|
17.1K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.32K+ 18.11% |
$130K - $152K
|
15.1K
$1.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
2.15K+ 2.32% |
$121K - $140K
|
94.7K
$9.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
2.12K+ 15.16% |
$119K - $138K
|
16.1K
$1.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.11K+ 8.96% |
$119K - $138K
|
25.7K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
2.04K+ 19.14% |
$115K - $133K
|
12.7K
$1.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
2.04K+ 8.22% |
$115K - $133K
|
26.9K
$2.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2K+ 10.77% |
$112K - $131K
|
20.6K
$2.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.98K+ 6.45% |
$111K - $129K
|
32.7K
$3.21M
|