Purchases and Sales Made in Q3 2021 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
175+ 2.73% |
$13.9K - $15.1K
|
6.59K
$647K
|
|
|
Nov 09, 2021
Q3 2021
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
174+ 4.58% |
$13.9K - $15K
|
3.97K
$390K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
173+ 23.51% |
$13.8K - $14.9K
|
909
$89.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
151+ 119.84% |
$12K - $13K
|
277
$27.2K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
150+ 2.16% |
$11.9K - $12.9K
|
7.1K
$697K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
150+ 1.42% |
$11.9K - $12.9K
|
10.7K
$1.05M
|
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
149+ 1.18% |
$11.9K - $12.8K
|
12.7K
$1.25M
|
|
|
Oct 26, 2021
Q3 2021
|
Community Trust & Investment CO
|
BUY
|
- |
126+ 2.31% |
$10K - $10.8K
|
5.59K
$549K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
119New |
$9.48K - $10.2K
|
119
$11.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
119New |
$9.48K - $10.2K
|
119
$11.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
113+ 109.71% |
$9K - $9.72K
|
216
$21.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
106+ 0.75% |
$8.44K - $9.12K
|
14.3K
$1.41M
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
75New |
$5.97K - $6.45K
|
75
$7.36K
|
|
|
Oct 12, 2021
Q3 2021
|
Grassi Investment Management
|
BUY
|
- |
75+ 1.68% |
$5.97K - $6.45K
|
4.54K
$446K
|
|
|
Nov 10, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
68+ 0.04% |
$5.41K - $5.85K
|
154K
$15.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
64New |
$5.1K - $5.51K
|
64
$6.28K
|
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
BUY
|
- |
57+ 2.28% |
$4.54K - $4.9K
|
2.56K
$251K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
50+ 0.4% |
$3.98K - $4.3K
|
12.7K
$1.24M
|
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
49+ 1.04% |
$3.9K - $4.22K
|
4.76K
$468K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
41+ 7.48% |
$3.26K - $3.53K
|
589
$57.8K
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
39+ 0.4% |
$3.11K - $3.36K
|
9.88K
$970K
|
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
BUY
|
- |
36+ 0.21% |
$2.87K - $3.1K
|
17.3K
$1.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
36+ 1.08% |
$2.87K - $3.1K
|
3.38K
$331K
|
|
|
Oct 13, 2021
Q3 2021
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
35+ 0.16% |
$2.79K - $3.01K
|
22.3K
$2.19M
|
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
31+ 10.62% |
$2.47K - $2.67K
|
323
$31.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
29+ 2.34% |
$2.31K - $2.5K
|
1.27K
$124K
|
|
|
Oct 13, 2021
Q3 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
25+ 0.93% |
$1.99K - $2.15K
|
2.7K
$265K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
24+ 30.77% |
$1.91K - $2.07K
|
102
$10K
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
22New |
$1.75K - $1.89K
|
22
$2.16K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
19+ 5.41% |
$1.51K - $1.63K
|
370
$36.3K
|
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
16+ 0.16% |
$1.27K - $1.38K
|
9.86K
$968K
|
|
|
Nov 09, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
14+ 0.05% |
$1.11K - $1.2K
|
26.3K
$2.59M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 8.33% |
$1.04K - $1.12K
|
169
$16.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12+ 0.18% |
$956 - $1.03K
|
6.73K
$661K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
12+ 0.23% |
$956 - $1.03K
|
5.26K
$516K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7+ 0.14% |
$557 - $602
|
4.95K
$486K
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
6+ 0.1% |
$478 - $516
|
6.16K
$604K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
5New |
$398 - $430
|
5
$491
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
4+ 0.1% |
$319 - $344
|
4.13K
$405K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
4+ 0.15% |
$319 - $344
|
2.67K
$262K
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2+ 0.04% |
$159 - $172
|
4.94K
$484K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.1% |
$79.6 - $86.1
|
1.02K
$100K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.2% |
$79.6 - $86.1
|
495
$48.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4- 0.07% |
$319 - $344
|
6K
$589K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.99% |
$557 - $602
|
698
$68.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 0.66% |
$557 - $602
|
1.05K
$103K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-14- 0.13% |
$1.11K - $1.2K
|
11K
$1.08M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-15Closed |
$1.19K - $1.29K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-18- 0.31% |
$1.43K - $1.55K
|
5.84K
$574K
|