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 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
912New |
$59.2K - $62.8K
|
912
$89.3K
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
893+ 8.63% |
$57.9K - $61.4K
|
11.2K
$1.1M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
875+ 14.44% |
$56.8K - $60.2K
|
6.94K
$679K
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
853+ 1.25% |
$55.3K - $58.7K
|
68.9K
$6.74M
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
845+ 1.47% |
$54.8K - $58.1K
|
58.4K
$5.71M
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
801New |
$52K - $55.1K
|
801
$78.4K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
789+ 18.25% |
$51.2K - $54.3K
|
5.11K
$500K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
782+ 3.39% |
$50.7K - $53.8K
|
23.8K
$2.33M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
781New |
$50.7K - $53.7K
|
781
$76.4K
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
780+ 28.86% |
$50.6K - $53.7K
|
3.48K
$341K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
768+ 8.72% |
$49.8K - $52.8K
|
9.58K
$937K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
753+ 4.38% |
$48.9K - $51.8K
|
17.9K
$1.76M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
743+ 22.45% |
$48.2K - $51.1K
|
4.05K
$397K
|
|
Nov 21, 2023
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
742+ 18.77% |
$48.1K - $51.1K
|
4.7K
$460K
|
|
Aug 06, 2024
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
742+ 18.77% |
$48.1K - $51.1K
|
4.7K
$460K
|
|
Nov 14, 2023
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
742+ 18.77% |
$48.1K - $51.1K
|
4.7K
$460K
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
734+ 8.07% |
$47.6K - $50.5K
|
9.83K
$962K
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
701+ 4.63% |
$45.5K - $48.2K
|
15.8K
$1.55M
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
688+ 2.83% |
$44.6K - $47.3K
|
25K
$2.45M
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
686+ 26.66% |
$44.5K - $47.2K
|
3.26K
$319K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
684+ 15.43% |
$44.4K - $47.1K
|
5.12K
$501K
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
644+ 18.94% |
$41.8K - $44.3K
|
4.04K
$396K
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
644+ 6.0% |
$41.8K - $44.3K
|
11.4K
$1.11M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
641+ 0.62% |
$41.6K - $44.1K
|
104K
$10.1M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
632+ 4.04% |
$41K - $43.5K
|
16.3K
$1.59M
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
625+ 4.2% |
$40.6K - $43K
|
15.5K
$1.52M
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
608+ 2.18% |
$39.4K - $41.8K
|
28.5K
$2.79M
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
596+ 3.06% |
$38.7K - $41K
|
20.1K
$1.96M
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
579+ 3.66% |
$37.6K - $39.8K
|
16.4K
$1.61M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
551New |
$35.7K - $37.9K
|
551
$53.9K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
543+ 13.7% |
$35.2K - $37.4K
|
4.51K
$441K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
534+ 2.3% |
$34.6K - $36.7K
|
23.7K
$2.32M
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
526+ 3.87% |
$34.1K - $36.2K
|
14.1K
$1.38M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
523New |
$33.9K - $36K
|
523
$51.2K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
511+ 0.9% |
$33.2K - $35.2K
|
57.4K
$5.62M
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
498+ 1.26% |
$32.3K - $34.3K
|
40.2K
$3.93M
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
481+ 13.77% |
$31.2K - $33.1K
|
3.97K
$389K
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
462+ 14.43% |
$30K - $31.8K
|
3.66K
$359K
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
454+ 1.14% |
$29.5K - $31.2K
|
40.3K
$3.94M
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
451+ 1.6% |
$29.3K - $31K
|
28.6K
$2.8M
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
438New |
$28.4K - $30.1K
|
438
$42.9K
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
437+ 0.8% |
$28.4K - $30.1K
|
55.3K
$5.41M
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
413+ 7.16% |
$26.8K - $28.4K
|
6.18K
$605K
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
402+ 1.82% |
$26.1K - $27.7K
|
22.5K
$2.21M
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
400New |
$26K - $27.5K
|
400
$39.1K
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
BUY
|
- |
395+ 0.55% |
$25.6K - $27.2K
|
72.2K
$7.06M
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
385+ 0.7% |
$25K - $26.5K
|
55.4K
$5.42M
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
384+ 3.55% |
$24.9K - $26.4K
|
11.2K
$1.1M
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
BUY
|
- |
380+ 4.12% |
$24.7K - $26.1K
|
9.61K
$941K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
380New |
$24.7K - $26.1K
|
380
$37.2K
|