Purchases and Sales Made in Q3 2023 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-705- 13.25% |
$45.7K - $48.5K
|
4.61K
$452K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-724- 1.13% |
$47K - $49.8K
|
63.6K
$6.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-729- 16.93% |
$47.3K - $50.2K
|
3.58K
$350K
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-776- 0.46% |
$50.3K - $53.4K
|
169K
$16.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-855- 1.38% |
$55.5K - $58.8K
|
61.1K
$5.98M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-862- 1.85% |
$55.9K - $59.3K
|
45.8K
$4.49M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-894- 24.1% |
$58K - $61.5K
|
2.82K
$276K
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-965- 0.57% |
$62.6K - $66.4K
|
169K
$16.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-968- 6.53% |
$62.8K - $66.6K
|
13.9K
$1.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-983- 2.96% |
$63.8K - $67.6K
|
32.2K
$3.15M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-997- 2.74% |
$64.7K - $68.6K
|
35.4K
$3.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.03K- 8.85% |
$66.6K - $70.7K
|
10.6K
$1.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
SELL
|
- |
-1.06K- 1.39% |
$68.6K - $72.8K
|
75.2K
$7.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.07K- 1.97% |
$69.2K - $73.4K
|
53.1K
$5.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.08K- 4.03% |
$69.7K - $74K
|
25.6K
$2.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.08K- 4.7% |
$69.9K - $74.1K
|
21.9K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.1K- 19.47% |
$71.2K - $75.6K
|
4.54K
$444K
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.11K- 10.83% |
$72K - $76.3K
|
9.13K
$894K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.11K- 2.15% |
$72.1K - $76.5K
|
50.5K
$4.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.17K- 8.18% |
$76K - $80.6K
|
13.1K
$1.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.17K- 0.97% |
$76.1K - $80.7K
|
120K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-1.2K- 0.57% |
$77.9K - $82.6K
|
208K
$20.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.21K- 7.44% |
$78.5K - $83.3K
|
15.1K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.21K- 13.02% |
$78.5K - $83.3K
|
8.08K
$791K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.32K- 24.59% |
$85.5K - $90.7K
|
4.04K
$396K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.43K- 7.0% |
$92.6K - $98.3K
|
19K
$1.86M
|
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.44K- 4.01% |
$93.5K - $99.2K
|
34.5K
$3.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.45K- 20.24% |
$93.9K - $99.6K
|
5.7K
$558K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.45K- 16.98% |
$94.1K - $99.8K
|
7.09K
$694K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.45K- 3.28% |
$94.2K - $99.9K
|
42.8K
$4.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.48K- 31.09% |
$96K - $102K
|
3.28K
$321K
|
|
|
Oct 04, 2023
Q3 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.48K- 5.15% |
$96.3K - $102K
|
27.3K
$2.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-1.5K- 15.43% |
$97.3K - $103K
|
8.22K
$804K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.52K- 4.43% |
$98.7K - $105K
|
32.8K
$3.21M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.6K- 28.97% |
$104K - $110K
|
3.93K
$385K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.61K- 47.39% |
$104K - $111K
|
1.79K
$175K
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-1.65K- 39.65% |
$107K - $114K
|
2.52K
$246K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.72K- 35.63% |
$112K - $119K
|
3.11K
$305K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.74K- 10.15% |
$113K - $120K
|
15.4K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.77K- 55.66% |
$115K - $122K
|
1.41K
$138K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.77K- 55.66% |
$115K - $122K
|
1.41K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.09K- 13.74% |
$136K - $144K
|
13.1K
$1.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-2.16K- 6.02% |
$140K - $149K
|
33.7K
$3.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.2K- 95.57% |
$143K - $151K
|
102
$9.98K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.31K- 2.37% |
$150K - $159K
|
94.9K
$9.29M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-2.34K- 3.57% |
$152K - $161K
|
63.1K
$6.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2.36K- 2.22% |
$153K - $162K
|
104K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.49K- 2.9% |
$161K - $171K
|
83.3K
$8.15M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.49K- 2.9% |
$161K - $171K
|
83.3K
$8.15M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-2.53K- 5.44% |
$164K - $174K
|
44.1K
$4.31M
|