Purchases and Sales Made in Q3 2024 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q3 2024. 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, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
4.31K+ 14.05% |
$354K - $389K
|
34.9K
$3.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
4.13K+ 9.2% |
$339K - $373K
|
49K
$5.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
4.12KNew |
$339K - $373K
|
4.12K
$434K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
4.09KNew |
$336K - $370K
|
4.09K
$431K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.08K+ 3.13% |
$336K - $369K
|
134K
$14.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
3.94KNew |
$323K - $356K
|
3.94K
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.87K+ 21.87% |
$318K - $350K
|
21.6K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.83K+ 44.35% |
$314K - $346K
|
12.5K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.79K+ 53.19% |
$311K - $342K
|
10.9K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.57KNew |
$293K - $323K
|
3.57K
$376K
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
3.51K+ 28.64% |
$289K - $318K
|
15.8K
$1.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.51KNew |
$288K - $317K
|
3.51K
$369K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
3.5KNew |
$288K - $316K
|
3.5K
$369K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
3.5K+ 37.97% |
$288K - $316K
|
12.7K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.18K+ 16.46% |
$261K - $288K
|
22.5K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.13KNew |
$257K - $283K
|
3.13K
$330K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
3.03KNew |
$249K - $274K
|
3.03K
$319K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3K+ 124.41% |
$247K - $271K
|
5.42K
$570K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.97K+ 9.43% |
$244K - $268K
|
34.4K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.95KNew |
$242K - $266K
|
2.95K
$310K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.93K+ 48.26% |
$240K - $264K
|
8.99K
$946K
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.92K+ 2.28% |
$240K - $264K
|
131K
$13.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.82KNew |
$232K - $255K
|
2.82K
$297K
|
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
2.81K+ 7.99% |
$230K - $254K
|
37.9K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.8KNew |
$230K - $253K
|
2.8K
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.78K+ 21.19% |
$228K - $251K
|
15.9K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.76K+ 334.71% |
$227K - $249K
|
3.58K
$377K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
2.72K+ 20.57% |
$223K - $246K
|
15.9K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
BUY
|
- |
2.69K+ 54.5% |
$221K - $243K
|
7.61K
$802K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.65K+ 6.64% |
$217K - $239K
|
42.5K
$4.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.65KNew |
$217K - $239K
|
2.65K
$279K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2.63KNew |
$216K - $238K
|
2.63K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.63K+ 18.27% |
$216K - $237K
|
17K
$1.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.62KNew |
$215K - $237K
|
2.62K
$276K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.62K+ 10.35% |
$215K - $237K
|
27.9K
$2.94M
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
2.6K+ 4.23% |
$214K - $235K
|
64.2K
$6.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
2.5KNew |
$205K - $226K
|
2.5K
$263K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.4KNew |
$197K - $217K
|
2.4K
$252K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.38K+ 7.12% |
$195K - $215K
|
35.8K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.37KNew |
$195K - $214K
|
2.37K
$250K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
2.37KNew |
$195K - $214K
|
2.37K
$249K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
2.36KNew |
$194K - $214K
|
2.36K
$249K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.36KNew |
$194K - $213K
|
2.36K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
2.34KNew |
$192K - $212K
|
2.34K
$246K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.32KNew |
$191K - $210K
|
2.32K
$245K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
2.31KNew |
$190K - $209K
|
2.31K
$243K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.3K+ 7.16% |
$189K - $208K
|
34.4K
$3.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
2.3KNew |
$189K - $208K
|
2.3K
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.28KNew |
$187K - $206K
|
2.28K
$240K
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.25KNew |
$185K - $203K
|
2.25K
$237K
|