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 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
367+ 0.59% |
$28.6K - $31.7K
|
62.4K
$6.12M
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
365+ 8.63% |
$28.4K - $31.6K
|
4.59K
$451K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
361+ 13.54% |
$28.1K - $31.2K
|
3.03K
$297K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
359+ 0.31% |
$28K - $31K
|
115K
$11.3M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
357+ 371.88% |
$27.8K - $30.9K
|
453
$44.5K
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
339+ 1.06% |
$26.4K - $29.3K
|
32.5K
$3.19M
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
337New |
$26.2K - $29.1K
|
337
$33.1K
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
336+ 3.95% |
$26.2K - $29K
|
8.84K
$868K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
335+ 37.98% |
$26.1K - $29K
|
1.22K
$119K
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
325+ 7.91% |
$25.3K - $28.1K
|
4.44K
$435K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
316+ 1.8% |
$24.6K - $27.3K
|
17.9K
$1.76M
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
315+ 2.5% |
$24.5K - $27.2K
|
12.9K
$1.27M
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
311+ 2.34% |
$24.2K - $26.9K
|
13.6K
$1.34M
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
309+ 1.28% |
$24.1K - $26.7K
|
24.4K
$2.4M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
308New |
$24K - $26.6K
|
308
$30.2K
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
303+ 11.19% |
$23.6K - $26.2K
|
3.01K
$295K
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
270+ 2.5% |
$21K - $23.3K
|
11.1K
$1.09M
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
270+ 1.79% |
$21K - $23.3K
|
15.3K
$1.5M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
246+ 7.76% |
$19.2K - $21.3K
|
3.42K
$335K
|
|
Jul 29, 2024
Q2 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
246+ 2.66% |
$19.2K - $21.3K
|
9.49K
$932K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
243+ 8.89% |
$18.9K - $21K
|
2.98K
$292K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
236New |
$18.4K - $20.4K
|
236
$23.2K
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
228+ 2.09% |
$17.8K - $19.7K
|
11.1K
$1.09M
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
225+ 2.5% |
$17.5K - $19.5K
|
9.22K
$905K
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
224+ 1.63% |
$17.4K - $19.4K
|
14K
$1.37M
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
221+ 0.76% |
$17.2K - $19.1K
|
29.2K
$2.86M
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
214New |
$16.7K - $18.5K
|
214
$21K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
211+ 7.03% |
$16.4K - $18.2K
|
3.21K
$316K
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
209+ 34.49% |
$16.3K - $18.1K
|
815
$80K
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
206+ 1.35% |
$16K - $17.8K
|
15.4K
$1.51M
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
204+ 5.34% |
$15.9K - $17.6K
|
4.03K
$395K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
184+ 3.96% |
$14.3K - $15.9K
|
4.83K
$474K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
169New |
$13.2K - $14.6K
|
169
$16.6K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
168New |
$13.1K - $14.5K
|
168
$16.5K
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
165+ 2.37% |
$12.8K - $14.3K
|
7.13K
$699K
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
154+ 2.29% |
$12K - $13.3K
|
6.89K
$677K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
150+ 3.25% |
$11.7K - $13K
|
4.77K
$468K
|
|
Jul 22, 2024
Q2 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
145+ 0.48% |
$11.3K - $12.5K
|
30.2K
$2.96M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
145New |
$11.3K - $12.5K
|
145
$14.2K
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
140+ 1.67% |
$10.9K - $12.1K
|
8.53K
$837K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
136+ 1.53% |
$10.6K - $11.8K
|
9.05K
$888K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
129+ 2.53% |
$10K - $11.2K
|
5.23K
$514K
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
129+ 0.44% |
$10K - $11.2K
|
29.8K
$2.92M
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
127+ 12.15% |
$9.89K - $11K
|
1.17K
$115K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
126+ 12.24% |
$9.81K - $10.9K
|
1.16K
$113K
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
125+ 4.24% |
$9.73K - $10.8K
|
3.08K
$302K
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
120+ 0.48% |
$9.34K - $10.4K
|
25.3K
$2.48M
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
119+ 0.61% |
$9.27K - $10.3K
|
19.5K
$1.91M
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
117+ 0.57% |
$9.11K - $10.1K
|
20.5K
$2.01M
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
116+ 1160.0% |
$9.03K - $10K
|
126
$12.4K
|