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 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
115+ 25.96% |
$8.95K - $9.94K
|
558
$54.8K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
101New |
$7.86K - $8.73K
|
101
$9.92K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 40.65% |
$7.79K - $8.65K
|
346
$34K
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
93New |
$7.24K - $8.04K
|
93
$9.13K
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
91+ 77.78% |
$7.09K - $7.87K
|
208
$20.4K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
91New |
$7.09K - $7.87K
|
91
$8.93K
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
87New |
$6.77K - $7.52K
|
87
$8.54K
|
|
Aug 07, 2024
Q2 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
86+ 1.26% |
$6.7K - $7.43K
|
6.92K
$679K
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
85+ 1.03% |
$6.62K - $7.35K
|
8.37K
$821K
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
85+ 2.73% |
$6.62K - $7.35K
|
3.2K
$314K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
85New |
$6.62K - $7.35K
|
85
$8.34K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
84+ 0.53% |
$6.54K - $7.26K
|
15.8K
$1.55M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
82+ 0.02% |
$6.38K - $7.09K
|
395K
$38.8M
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
80+ 0.31% |
$6.23K - $6.92K
|
25.7K
$2.53M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
78+ 6.51% |
$6.07K - $6.74K
|
1.28K
$125K
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
78+ 2.84% |
$6.07K - $6.74K
|
2.82K
$277K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
74New |
$5.76K - $6.4K
|
74
$7.26K
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
65+ 0.79% |
$5.06K - $5.62K
|
8.25K
$810K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
64+ 29.63% |
$4.98K - $5.53K
|
280
$27.5K
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
61+ 1.92% |
$4.75K - $5.27K
|
3.24K
$318K
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
55+ 0.24% |
$4.28K - $4.75K
|
22.7K
$2.23M
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
54+ 0.5% |
$4.2K - $4.67K
|
10.8K
$1.06M
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
53+ 4.21% |
$4.13K - $4.58K
|
1.31K
$129K
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
52New |
$4.05K - $4.5K
|
52
$5.1K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
51New |
$3.97K - $4.41K
|
51
$5.01K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
51New |
$3.97K - $4.41K
|
51
$5.01K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
50New |
$3.89K - $4.32K
|
50
$4.91K
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
BUY
|
- |
50+ 0.94% |
$3.89K - $4.32K
|
5.38K
$528K
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
47+ 0.24% |
$3.66K - $4.06K
|
19.5K
$1.92M
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
43+ 1.03% |
$3.35K - $3.72K
|
4.21K
$413K
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
42New |
$3.27K - $3.63K
|
42
$4.12K
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
38+ 1.25% |
$2.96K - $3.29K
|
3.07K
$301K
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
37New |
$2.88K - $3.2K
|
37
$3.63K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
33New |
$2.57K - $2.85K
|
33
$3.24K
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
30+ 0.72% |
$2.34K - $2.59K
|
4.18K
$410K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
27New |
$2.1K - $2.33K
|
27
$2.65K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25+ 4.84% |
$1.95K - $2.16K
|
541
$53.1K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25+ 6.54% |
$1.95K - $2.16K
|
407
$40K
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
24+ 0.11% |
$1.87K - $2.07K
|
22.8K
$2.24M
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
22+ 0.21% |
$1.71K - $1.9K
|
10.7K
$1.05M
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
21+ 10.5% |
$1.64K - $1.82K
|
221
$21.7K
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
21+ 0.23% |
$1.64K - $1.82K
|
9.19K
$902K
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21New |
$1.64K - $1.82K
|
21
$2.06K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
19+ 12.34% |
$1.48K - $1.64K
|
173
$17K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
16+ 2.0% |
$1.25K - $1.38K
|
818
$80.3K
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
14New |
$1.09K - $1.21K
|
14
$1.37K
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
13+ 0.23% |
$1.01K - $1.12K
|
5.55K
$544K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
9+ 2.01% |
$701 - $778
|
456
$44.8K
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
7+ 0.26% |
$545 - $605
|
2.68K
$263K
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7+ 0.26% |
$545 - $605
|
2.75K
$270K
|