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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
14.8K+ 10.7% |
$962K - $1.02M
|
153K
$14.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
14.8K+ 40.76% |
$961K - $1.02M
|
51.2K
$4.96M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.8K+ 28.11% |
$957K - $1.02M
|
67.2K
$6.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
14.6KNew |
$948K - $1.01M
|
14.6K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.6K+ 4.07% |
$946K - $1M
|
373K
$36.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.6K+ 18.88% |
$944K - $1M
|
91.6K
$8.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
13.9KNew |
$903K - $957K
|
13.9K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.4K+ 5.22% |
$868K - $920K
|
270K
$26.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
12.3K+ 2.5% |
$801K - $849K
|
506K
$49M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
12.3K+ 24.98% |
$798K - $846K
|
61.5K
$5.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
12.1KNew |
$785K - $833K
|
12.1K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
11.4K+ 11.65% |
$736K - $781K
|
109K
$10.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11K+ 23.35% |
$715K - $758K
|
58.2K
$5.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.9K+ 0.28% |
$705K - $747K
|
3.96M
$383M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.6K+ 46.1% |
$685K - $726K
|
33.5K
$3.24M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
10.1K+ 13.89% |
$656K - $695K
|
82.8K
$8.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.1K+ 7.13% |
$655K - $694K
|
152K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
10K+ 5.25% |
$650K - $690K
|
201K
$19.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
9.9K+ 25.03% |
$642K - $681K
|
49.5K
$4.79M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.49K+ 36.41% |
$616K - $653K
|
35.5K
$3.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.05K+ 17.95% |
$587K - $623K
|
59.5K
$5.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.93K+ 63.81% |
$579K - $614K
|
22.9K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.74KNew |
$567K - $601K
|
8.74K
$847K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
8.7KNew |
$564K - $598K
|
8.7K
$842K
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.7KNew |
$564K - $598K
|
8.7K
$842K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
8.66K+ 67.71% |
$562K - $596K
|
21.5K
$2.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
8.29K+ 15.92% |
$538K - $570K
|
60.3K
$5.84M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.86K+ 220.52% |
$510K - $541K
|
11.4K
$1.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
7.81K+ 19.54% |
$506K - $537K
|
47.8K
$4.63M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.76K+ 12.41% |
$503K - $534K
|
70.3K
$6.81M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.74K+ 2.39% |
$502K - $532K
|
331K
$32.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
7.62K+ 9.13% |
$495K - $525K
|
91.1K
$8.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.61K+ 6.95% |
$494K - $524K
|
117K
$11.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7.34K+ 113.62% |
$476K - $505K
|
13.8K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.23K+ 75.06% |
$469K - $497K
|
16.9K
$1.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.12K+ 11.69% |
$462K - $490K
|
68K
$6.59M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
7.07K+ 27.64% |
$459K - $486K
|
32.7K
$3.16M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.97K+ 1567.19% |
$452K - $480K
|
7.42K
$719K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.9K+ 186.65% |
$448K - $475K
|
10.6K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.8K+ 162.14% |
$441K - $468K
|
11K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.7K+ 353.77% |
$435K - $461K
|
8.6K
$833K
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
6.7K+ 38.87% |
$434K - $461K
|
23.9K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.68K+ 11.5% |
$434K - $460K
|
64.8K
$6.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.53K+ 20.39% |
$424K - $449K
|
38.6K
$3.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
6.48KNew |
$420K - $446K
|
6.48K
$628K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.25K+ 4.52% |
$405K - $430K
|
145K
$14M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
6.22K+ 5.71% |
$403K - $428K
|
115K
$11.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
6KNew |
$389K - $413K
|
6K
$581K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5.75K+ 82.26% |
$373K - $396K
|
12.7K
$1.23M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
5.61K+ 170.01% |
$364K - $386K
|
8.91K
$863K
|