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 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.96K+ 27.63% |
$110K - $128K
|
9.04K
$888K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.95K+ 37.53% |
$110K - $127K
|
7.15K
$702K
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.84K+ 40.15% |
$103K - $120K
|
6.41K
$629K
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.69K+ 1.23% |
$94.9K - $110K
|
140K
$13.7M
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.62K+ 37.08% |
$90.6K - $105K
|
5.97K
$586K
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.56K+ 0.63% |
$87.8K - $102K
|
250K
$24.5M
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.53K+ 7.44% |
$86K - $100K
|
22.1K
$2.17M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.53K+ 32.73% |
$85.9K - $99.9K
|
6.2K
$609K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.5KNew |
$84.4K - $98.2K
|
1.5K
$148K
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
1.5K+ 40.32% |
$84.4K - $98.1K
|
5.23K
$514K
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.5K+ 9.24% |
$84.2K - $98K
|
17.7K
$1.74M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.44K+ 11.32% |
$81K - $94.2K
|
14.2K
$1.39M
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
1.4K+ 12.74% |
$78.3K - $91.1K
|
12.3K
$1.21M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 16.54% |
$76.5K - $89K
|
9.6K
$943K
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
1.33K+ 2.94% |
$74.8K - $87K
|
46.7K
$4.59M
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.32K+ 9.23% |
$74.1K - $86.2K
|
15.6K
$1.53M
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.27K+ 3.94% |
$71.3K - $82.9K
|
33.5K
$3.29M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.22K+ 30.25% |
$68.5K - $79.7K
|
5.26K
$516K
|
|
Aug 14, 2023
Q2 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.22KNew |
$68.5K - $79.7K
|
1.22K
$120K
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.22K+ 1.27% |
$68.4K - $79.6K
|
96.9K
$9.51M
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.21K+ 4.1% |
$68.1K - $79.2K
|
30.8K
$3.03M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 1.26% |
$67.9K - $78.9K
|
97.2K
$9.55M
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.19K+ 26.23% |
$66.5K - $77.4K
|
5.7K
$560K
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.16K+ 3.45% |
$65.1K - $75.7K
|
34.8K
$3.41M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.15K+ 23.49% |
$64.7K - $75.3K
|
6.06K
$595K
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.14K+ 4.47% |
$63.7K - $74.1K
|
26.5K
$2.61M
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
BUY
|
- |
1.11K+ 2.42% |
$62.1K - $72.2K
|
46.9K
$4.6M
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
1.1KNew |
$61.7K - $71.8K
|
1.1K
$108K
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
1.05K+ 2.05% |
$58.8K - $68.4K
|
52K
$5.11M
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.04K+ 4.48% |
$58.2K - $67.7K
|
24.2K
$2.37M
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.02KNew |
$57K - $66.3K
|
1.02K
$99.6K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.01K+ 221.66% |
$56.9K - $66.1K
|
1.47K
$144K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1K+ 150.15% |
$56.1K - $65.3K
|
1.67K
$164K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1KNew |
$56.1K - $65.3K
|
1K
$98.2K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
999+ 6.65% |
$56.1K - $65.2K
|
16K
$1.57M
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
968+ 6.98% |
$54.3K - $63.2K
|
14.8K
$1.46M
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
967+ 1.74% |
$54.3K - $63.1K
|
56.6K
$5.55M
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
951+ 1.9% |
$53.4K - $62.1K
|
51K
$5M
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
931+ 24.55% |
$52.3K - $60.8K
|
4.72K
$464K
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
923+ 1.78% |
$51.8K - $60.3K
|
52.8K
$5.18M
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
890+ 6.5% |
$50K - $58.1K
|
14.6K
$1.43M
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
813+ 0.96% |
$45.6K - $53.1K
|
85.8K
$8.42M
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
813+ 0.96% |
$45.6K - $53.1K
|
85.8K
$8.42M
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
768+ 0.59% |
$43.1K - $50.2K
|
131K
$12.9M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
767New |
$43.1K - $50.1K
|
767
$75.3K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
759+ 260.82% |
$42.6K - $49.6K
|
1.05K
$103K
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
730+ 1.54% |
$41K - $47.7K
|
48.1K
$4.72M
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
698+ 10.28% |
$39.2K - $45.6K
|
7.49K
$735K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
691+ 5.19% |
$38.8K - $45.1K
|
14K
$1.37M
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
675+ 147.7% |
$37.9K - $44.1K
|
1.13K
$111K
|