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 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.14KNew |
$400K - $444K
|
5.14K
$504K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.09KNew |
$397K - $440K
|
5.09K
$500K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.07K+ 31.15% |
$395K - $438K
|
21.3K
$2.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.06K+ 29.36% |
$394K - $438K
|
22.3K
$2.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
4.93KNew |
$384K - $426K
|
4.93K
$484K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.9KNew |
$381K - $424K
|
4.9K
$481K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.87K+ 16.74% |
$379K - $421K
|
33.9K
$3.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.76KNew |
$370K - $411K
|
4.76K
$467K
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.72KNew |
$367K - $408K
|
4.72K
$463K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
4.71K+ 2.3% |
$366K - $407K
|
209K
$20.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
4.61KNew |
$359K - $398K
|
4.61K
$452K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.53K+ 71.22% |
$353K - $392K
|
10.9K
$1.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.5KNew |
$350K - $389K
|
4.5K
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.41KNew |
$343K - $381K
|
4.41K
$432K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.31K+ 12.11% |
$335K - $373K
|
39.9K
$3.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.16KNew |
$324K - $360K
|
4.16K
$409K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.14K+ 6.92% |
$322K - $358K
|
64K
$6.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.1KNew |
$319K - $354K
|
4.1K
$402K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.04K+ 6.83% |
$315K - $349K
|
63.3K
$6.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4.04KNew |
$314K - $349K
|
4.04K
$397K
|
|
|
Aug 02, 2024
Q2 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
4.04K+ 17.1% |
$314K - $349K
|
27.6K
$2.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.95K+ 36.91% |
$307K - $341K
|
14.6K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.93K+ 1.93% |
$306K - $340K
|
208K
$20.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
3.84K+ 2.05% |
$299K - $332K
|
191K
$18.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3.81K+ 2.53% |
$296K - $329K
|
154K
$15.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.77K+ 3.65% |
$294K - $326K
|
107K
$10.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.76K+ 16.1% |
$293K - $325K
|
27.1K
$2.66M
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.75K+ 2.9% |
$292K - $324K
|
133K
$13.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.72KNew |
$290K - $322K
|
3.72K
$365K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
3.67KNew |
$286K - $318K
|
3.67K
$361K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.67KNew |
$286K - $317K
|
3.67K
$360K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.59K+ 41.84% |
$280K - $310K
|
12.2K
$1.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.57K+ 4.22% |
$278K - $308K
|
88K
$8.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
3.55KNew |
$277K - $307K
|
3.55K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.54KNew |
$276K - $306K
|
3.54K
$348K
|
|
|
Jul 19, 2024
Q2 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
3.49KNew |
$272K - $302K
|
3.49K
$342K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.47K+ 48.83% |
$270K - $300K
|
10.6K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.44KNew |
$268K - $298K
|
3.44K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
3.43KNew |
$267K - $297K
|
3.43K
$337K
|
|
|
Aug 14, 2024
Q2 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
3.41KNew |
$266K - $295K
|
3.41K
$335K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.41K+ 1.01% |
$265K - $295K
|
339K
$33.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.36KNew |
$262K - $291K
|
3.36K
$330K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.28KNew |
$255K - $283K
|
3.28K
$322K
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.25K+ 36.56% |
$253K - $281K
|
12.2K
$1.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
3.05K+ 9.78% |
$237K - $263K
|
34.2K
$3.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
3.04K+ 3.89% |
$236K - $263K
|
81.1K
$7.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.95KNew |
$230K - $255K
|
2.95K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.95K+ 2.87% |
$229K - $255K
|
106K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.82KNew |
$219K - $243K
|
2.82K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.76KNew |
$215K - $239K
|
2.76K
$271K
|