Purchases and Sales Made in Q2 2024 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q2 2024. 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 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-609- 4.8% |
$47.4K - $52.6K
|
12.1K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-610- 10.12% |
$47.5K - $52.7K
|
5.42K
$532K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-617- 2.81% |
$48K - $53.3K
|
21.3K
$2.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-620- 1.05% |
$48.3K - $53.6K
|
58.6K
$5.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-624- 5.28% |
$48.6K - $53.9K
|
11.2K
$1.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-624- 2.55% |
$48.6K - $53.9K
|
23.8K
$2.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-631- 3.26% |
$49.1K - $54.5K
|
18.8K
$1.84M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-674- 45.73% |
$52.5K - $58.3K
|
800
$78.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-677- 0.8% |
$52.7K - $58.5K
|
83.7K
$8.22M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-686- 3.15% |
$53.4K - $59.3K
|
21.1K
$2.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-692- 1.95% |
$53.9K - $59.8K
|
34.8K
$3.42M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-700- 1.22% |
$54.5K - $60.5K
|
56.8K
$5.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-725- 5.31% |
$56.4K - $62.7K
|
12.9K
$1.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-734- 0.99% |
$57.1K - $63.5K
|
73.1K
$7.17M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-770- 14.15% |
$60K - $66.6K
|
4.67K
$458K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-802- 1.41% |
$62.4K - $69.3K
|
56K
$5.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-803- 4.72% |
$62.5K - $69.4K
|
16.2K
$1.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-837- 33.17% |
$65.2K - $72.4K
|
1.69K
$166K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-838- 2.15% |
$65.2K - $72.4K
|
38.1K
$3.74M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-844- 6.26% |
$65.7K - $73K
|
12.6K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-868- 5.42% |
$67.6K - $75K
|
15.1K
$1.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-883- 0.61% |
$68.8K - $76.3K
|
145K
$14.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-888- 4.35% |
$69.1K - $76.8K
|
19.5K
$1.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-904- 8.55% |
$70.4K - $78.2K
|
9.66K
$949K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-905- 2.45% |
$70.5K - $78.2K
|
36K
$3.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-908- 27.43% |
$70.7K - $78.5K
|
2.4K
$236K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-910- 3.9% |
$70.9K - $78.7K
|
22.4K
$2.2M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-927- 23.67% |
$72.2K - $80.1K
|
2.99K
$293K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-944- 2.09% |
$73.5K - $81.6K
|
44.2K
$4.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-959- 5.41% |
$74.7K - $82.9K
|
16.8K
$1.65M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-974- 3.37% |
$75.8K - $84.2K
|
28K
$2.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.04K- 17.83% |
$80.6K - $89.5K
|
4.77K
$468K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.05K- 8.23% |
$82.1K - $91.1K
|
11.8K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.06K- 4.87% |
$82.1K - $91.2K
|
20.6K
$2.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-1.06K- 14.2% |
$82.4K - $91.5K
|
6.39K
$628K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.09K- 2.0% |
$85K - $94.4K
|
53.5K
$5.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.1K- 5.39% |
$85.6K - $95.1K
|
19.3K
$1.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.12K- 2.4% |
$87.1K - $96.7K
|
45.5K
$4.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.2K- 6.57% |
$93.4K - $104K
|
17.1K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.2K- 1.25% |
$93.7K - $104K
|
95.2K
$9.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 35.94% |
$95.2K - $106K
|
2.18K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 5.71% |
$96.2K - $107K
|
20.4K
$2M
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.24K- 1.96% |
$96.8K - $107K
|
62.1K
$6.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.26K- 9.43% |
$98K - $109K
|
12.1K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.29K- 9.55% |
$100K - $112K
|
12.2K
$1.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.38K- 1.36% |
$107K - $119K
|
99.8K
$9.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.41K- 6.38% |
$110K - $122K
|
20.7K
$2.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.42K- 25.77% |
$111K - $123K
|
4.1K
$402K
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
SELL
|
- |
-1.46K- 2.3% |
$114K - $126K
|
62K
$6.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.53K- 20.5% |
$119K - $132K
|
5.93K
$582K
|