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 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
89+ 65.44% |
$5.77K - $6.12K
|
225
$21.8K
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
86+ 0.0% |
$5.58K - $5.92K
|
2.07M
$200M
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
86+ 63.24% |
$5.58K - $5.92K
|
222
$21.5K
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
69+ 0.66% |
$4.48K - $4.75K
|
10.6K
$1.03M
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
62New |
$4.02K - $4.27K
|
62
$6.01K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
60+ 0.66% |
$3.89K - $4.13K
|
9.1K
$882K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
55New |
$3.57K - $3.78K
|
55
$5.33K
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
54+ 0.27% |
$3.5K - $3.72K
|
20.3K
$1.97M
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
54+ 0.52% |
$3.5K - $3.72K
|
10.5K
$1.02M
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
48New |
$3.11K - $3.3K
|
48
$4.65K
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
47+ 1.06% |
$3.05K - $3.23K
|
4.5K
$436K
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
42+ 0.28% |
$2.72K - $2.89K
|
15.1K
$1.46M
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
37+ 0.03% |
$2.4K - $2.55K
|
107K
$10.4M
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
36New |
$2.34K - $2.48K
|
36
$3.49K
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
36New |
$2.34K - $2.48K
|
36
$3.49K
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
31+ 0.21% |
$2.01K - $2.13K
|
14.7K
$1.42M
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
30+ 2.65% |
$1.95K - $2.06K
|
1.16K
$113K
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
28+ 0.45% |
$1.82K - $1.93K
|
6.29K
$609K
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
25+ 0.16% |
$1.62K - $1.72K
|
15.3K
$1.48M
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
22+ 0.06% |
$1.43K - $1.51K
|
33.9K
$3.29M
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
22+ 46.81% |
$1.43K - $1.51K
|
69
$6.68K
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
16+ 0.47% |
$1.04K - $1.1K
|
3.43K
$332K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
15+ 0.28% |
$973 - $1.03K
|
5.32K
$515K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
13+ 0.11% |
$843 - $895
|
11.8K
$1.14M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10+ 14.93% |
$649 - $688
|
77
$7.46K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
10New |
$649 - $688
|
10
$969
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8+ 0.18% |
$519 - $550
|
4.34K
$420K
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.19% |
$389 - $413
|
3.14K
$304K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
6+ 0.09% |
$389 - $413
|
6.56K
$635K
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5+ 0.03% |
$324 - $344
|
16.2K
$1.57M
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
5+ 0.16% |
$324 - $344
|
3.05K
$296K
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.29% |
$195 - $206
|
1.04K
$101K
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3+ 0.08% |
$195 - $206
|
3.58K
$347K
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
2+ 0.03% |
$130 - $138
|
7.49K
$726K
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2+ 0.04% |
$130 - $138
|
5.35K
$519K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 3.33% |
$130 - $138
|
62
$6.01K
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.21% |
$64.9 - $68.8
|
469
$45.4K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.06% |
$64.9 - $68.8
|
1.67K
$161K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
1New |
$64.9 - $68.8
|
1
$96.9
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.28% |
$64.9 - $68.8
|
361
$35K
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.0% |
$64.9 - $68.8
|
62.1K
$6.02M
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.74% |
$64.9 - $68.8
|
136
$13.2K
|
|
Nov 09, 2023
Q3 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
1+ 0.01% |
$64.9 - $68.8
|
14.5K
$1.41M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1- 11.11% |
$64.9 - $68.8
|
8
$775
|
|
Nov 14, 2023
Q3 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1- -0.0% |
$64.9 - $68.8
|
127K
$12.4M
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1- 1.41% |
$64.9 - $68.8
|
70
$6.78K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5- 0.13% |
$324 - $344
|
3.91K
$379K
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-7- 0.24% |
$454 - $482
|
2.96K
$286K
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-10- 0.01% |
$649 - $688
|
71.1K
$6.89M
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-13- 2.79% |
$843 - $895
|
453
$43.9K
|