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 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
600+ 5.7% |
$33.7K - $39.2K
|
11.1K
$1.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
597+ 5.34% |
$33.5K - $39K
|
11.8K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
594+ 1.25% |
$33.3K - $38.8K
|
48K
$4.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
562+ 11.71% |
$31.5K - $36.7K
|
5.36K
$526K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
559+ 8.43% |
$31.4K - $36.5K
|
7.19K
$706K
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
533+ 14.3% |
$29.9K - $34.8K
|
4.26K
$418K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
529+ 2.64% |
$29.7K - $34.5K
|
20.6K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
521+ 12.79% |
$29.2K - $34K
|
4.59K
$451K
|
|
|
Jul 31, 2023
Q2 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
493+ 0.33% |
$27.7K - $32.2K
|
148K
$14.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
490+ 1.95% |
$27.5K - $32K
|
25.6K
$2.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
482+ 24100.0% |
$27.1K - $31.5K
|
484
$47.5K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
479+ 1.81% |
$26.9K - $31.3K
|
26.9K
$2.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
420+ 677.42% |
$23.6K - $27.4K
|
482
$47.3K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
412+ 2.16% |
$23.1K - $26.9K
|
19.5K
$1.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
404+ 2.74% |
$22.7K - $26.4K
|
15.1K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
396+ 2.12% |
$22.2K - $25.9K
|
19.1K
$1.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
358New |
$20.1K - $23.4K
|
358
$35.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
355+ 9.84% |
$19.9K - $23.2K
|
3.96K
$389K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
353+ 0.95% |
$19.8K - $23.1K
|
37.4K
$3.67M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
348+ 1.18% |
$19.5K - $22.7K
|
29.7K
$2.92M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
341+ 327.88% |
$19.1K - $22.3K
|
445
$43.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
324+ 9.46% |
$18.2K - $21.2K
|
3.75K
$368K
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
311+ 3.23% |
$17.5K - $20.3K
|
9.94K
$976K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
309+ 2.91% |
$17.3K - $20.2K
|
10.9K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
309New |
$17.3K - $20.2K
|
309
$30.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
301+ 1.41% |
$16.9K - $19.7K
|
21.6K
$2.12M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
300+ 112.78% |
$16.8K - $19.6K
|
566
$55.6K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
300+ 112.78% |
$16.8K - $19.6K
|
566
$55.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
293+ 3.72% |
$16.4K - $19.1K
|
8.18K
$803K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
287+ 5.01% |
$16.1K - $18.7K
|
6.01K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
279+ 2.33% |
$15.7K - $18.2K
|
12.2K
$1.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
276New |
$15.5K - $18K
|
276
$27.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
276+ 3.43% |
$15.5K - $18K
|
8.31K
$816K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
268+ 1.2% |
$15K - $17.5K
|
22.6K
$2.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
259+ 1.05% |
$14.5K - $16.9K
|
25K
$2.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
256+ 0.76% |
$14.4K - $16.7K
|
33.9K
$3.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
253+ 209.09% |
$14.2K - $16.5K
|
374
$36.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
252+ 1.56% |
$14.1K - $16.5K
|
16.4K
$1.61M
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
251+ 44.04% |
$14.1K - $16.4K
|
821
$80.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
247+ 2.79% |
$13.9K - $16.1K
|
9.09K
$893K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
244+ 0.87% |
$13.7K - $15.9K
|
28.2K
$2.76M
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
BUY
|
- |
236+ 0.6% |
$13.2K - $15.4K
|
39.6K
$3.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
232+ 2.74% |
$13K - $15.1K
|
8.71K
$855K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
225+ 3.26% |
$12.6K - $14.7K
|
7.12K
$699K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
225+ 4.82% |
$12.6K - $14.7K
|
4.89K
$480K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
225+ 4.35% |
$12.6K - $14.7K
|
5.4K
$530K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
216+ 69.9% |
$12.1K - $14.1K
|
525
$51.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
212+ 5.83% |
$11.9K - $13.8K
|
3.85K
$378K
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
211+ 0.71% |
$11.8K - $13.8K
|
29.8K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
207New |
$11.6K - $13.5K
|
207
$20.3K
|