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
|
Valley National Advisers Inc
|
SELL
|
- |
-15- 8.88% |
$973 - $1.03K
|
154
$14.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-25- 73.53% |
$1.62K - $1.72K
|
9
$872
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-27Closed |
$1.75K - $1.86K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-30- 0.89% |
$1.95K - $2.06K
|
3.33K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-30- 0.21% |
$1.95K - $2.06K
|
14.4K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-35- 0.84% |
$2.27K - $2.41K
|
4.12K
$399K
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-39- 0.12% |
$2.53K - $2.68K
|
33.5K
$3.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-40- 8.57% |
$2.6K - $2.75K
|
427
$41.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-40- 0.39% |
$2.6K - $2.75K
|
10.3K
$1M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-40- 0.3% |
$2.6K - $2.75K
|
13.3K
$1.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-44- 0.21% |
$2.85K - $3.03K
|
20.6K
$2M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-45- 0.19% |
$2.92K - $3.1K
|
24.2K
$2.35M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-45- 0.19% |
$2.92K - $3.1K
|
24.2K
$2.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-48- 0.74% |
$3.11K - $3.3K
|
6.48K
$628K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-50- 1.21% |
$3.24K - $3.44K
|
4.1K
$397K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-57- 0.59% |
$3.7K - $3.92K
|
9.55K
$925K
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-57- 0.34% |
$3.7K - $3.92K
|
16.9K
$1.63M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-63- 1.46% |
$4.09K - $4.34K
|
4.25K
$412K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-71- 1.47% |
$4.61K - $4.89K
|
4.78K
$463K
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-75- 2.19% |
$4.87K - $5.16K
|
3.35K
$324K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-77- 3.21% |
$5K - $5.3K
|
2.32K
$225K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-80- 0.33% |
$5.19K - $5.5K
|
24.5K
$2.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-90- 2.38% |
$5.84K - $6.19K
|
3.69K
$357K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-90- 0.29% |
$5.84K - $6.19K
|
31.2K
$3.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-97- 0.33% |
$6.29K - $6.67K
|
29.7K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-97- 1.54% |
$6.29K - $6.67K
|
6.18K
$599K
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-100- 10.93% |
$6.49K - $6.88K
|
815
$79K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-102- 0.26% |
$6.62K - $7.02K
|
39.6K
$3.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-104- 3.29% |
$6.75K - $7.16K
|
3.06K
$296K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-104- 26.33% |
$6.75K - $7.16K
|
291
$28.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-104- 0.78% |
$6.75K - $7.16K
|
13.2K
$1.28M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-106- 38.41% |
$6.88K - $7.29K
|
170
$16.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-108- 10.84% |
$7.01K - $7.43K
|
888
$86K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-111- 0.38% |
$7.2K - $7.64K
|
29.3K
$2.83M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-116- 1.02% |
$7.53K - $7.98K
|
11.3K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-117- 1.63% |
$7.59K - $8.05K
|
7.05K
$683K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-119- 0.22% |
$7.72K - $8.19K
|
54.4K
$5.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-121- 3.34% |
$7.85K - $8.33K
|
3.5K
$339K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-126- 2.67% |
$8.17K - $8.67K
|
4.6K
$445K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-135- 1.05% |
$8.76K - $9.29K
|
12.7K
$1.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-144- 20.37% |
$9.34K - $9.91K
|
563
$54.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-146- 99.32% |
$9.47K - $10K
|
1
$96.9
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-149- 3.99% |
$9.67K - $10.3K
|
3.59K
$348K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-150- 23.62% |
$9.73K - $10.3K
|
485
$47K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-164- 0.29% |
$10.6K - $11.3K
|
55.5K
$5.38M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-170- 2.68% |
$11K - $11.7K
|
6.18K
$599K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-173- 27.59% |
$11.2K - $11.9K
|
454
$44K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-174- 5.29% |
$11.3K - $12K
|
3.11K
$302K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-190- 0.79% |
$12.3K - $13.1K
|
24K
$2.32M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-194- 1.34% |
$12.6K - $13.3K
|
14.3K
$1.38M
|