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 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
5.58KNew |
$362K - $384K
|
5.58K
$541K
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.52K+ 29.74% |
$358K - $380K
|
24.1K
$2.33M
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.43KNew |
$352K - $374K
|
5.43K
$526K
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.4K+ 74.85% |
$350K - $372K
|
12.6K
$1.22M
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
5.39K+ 117.86% |
$349K - $371K
|
9.95K
$964K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.31KNew |
$345K - $366K
|
5.31K
$515K
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.23K+ 85.49% |
$340K - $360K
|
11.4K
$1.1M
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
5.15KNew |
$334K - $354K
|
5.15K
$499K
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.14K+ 2.06% |
$333K - $354K
|
255K
$24.7M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.13K+ 13.33% |
$333K - $353K
|
43.6K
$4.22M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.01K+ 17.83% |
$325K - $345K
|
33.1K
$3.21M
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5K+ 24.31% |
$324K - $344K
|
25.6K
$2.48M
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
4.74KNew |
$308K - $326K
|
4.74K
$459K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.7K+ 18.29% |
$305K - $323K
|
30.4K
$2.94M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.54KNew |
$295K - $312K
|
4.54K
$440K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.52K+ 69.38% |
$293K - $311K
|
11K
$1.07M
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
4.36K+ 2.95% |
$283K - $300K
|
152K
$14.7M
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
4.36K+ 3.09% |
$283K - $300K
|
146K
$14.1M
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.31K+ 54.42% |
$280K - $297K
|
12.2K
$1.18M
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
4.31K+ 7.92% |
$280K - $296K
|
58.7K
$5.69M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.18K+ 4.89% |
$271K - $288K
|
89.8K
$8.7M
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
4.13KNew |
$268K - $284K
|
4.13K
$401K
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
BUY
|
- |
4.12KNew |
$267K - $283K
|
4.12K
$399K
|
|
Oct 19, 2023
Q3 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.99KNew |
$259K - $274K
|
3.99K
$386K
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
3.95K+ 324.02% |
$256K - $272K
|
5.17K
$501K
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.89KNew |
$252K - $268K
|
3.89K
$377K
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
3.86K+ 8.17% |
$251K - $266K
|
51.1K
$4.95M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.82K+ 2.69% |
$248K - $263K
|
146K
$14.2M
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.81K+ 84.55% |
$247K - $262K
|
8.32K
$806K
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.77KNew |
$244K - $259K
|
3.77K
$365K
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
3.68KNew |
$239K - $253K
|
3.68K
$356K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.66K+ 2.52% |
$238K - $252K
|
149K
$14.5M
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.59KNew |
$233K - $247K
|
3.59K
$347K
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
3.55K+ 13.19% |
$230K - $244K
|
30.4K
$2.95M
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
3.53K+ 94.41% |
$229K - $243K
|
7.26K
$704K
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.51K+ 4.34% |
$228K - $241K
|
84.3K
$8.17M
|
|
Oct 27, 2023
Q3 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
3.48KNew |
$226K - $239K
|
3.48K
$337K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.44KNew |
$223K - $237K
|
3.44K
$334K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
3.37K+ 3.77% |
$218K - $232K
|
92.7K
$8.98M
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.31KNew |
$215K - $228K
|
3.31K
$321K
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
3.21KNew |
$208K - $221K
|
3.21K
$311K
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.18KNew |
$206K - $218K
|
3.18K
$308K
|
|
Oct 11, 2023
Q3 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
3.13KNew |
$203K - $215K
|
3.13K
$303K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.12K+ 43.42% |
$202K - $215K
|
10.3K
$999K
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.11K+ 6.94% |
$202K - $214K
|
47.9K
$4.64M
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
3.1KNew |
$201K - $213K
|
3.1K
$300K
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.07KNew |
$199K - $211K
|
3.07K
$297K
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.06KNew |
$199K - $211K
|
3.06K
$296K
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.79K+ 4.93% |
$181K - $192K
|
59.4K
$5.75M
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.78K+ 11.89% |
$181K - $192K
|
26.2K
$2.54M
|