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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
150+ 1.02% |
$12.3K - $13.6K
|
14.8K
$1.44M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
150+ 3.66% |
$12.3K - $13.6K
|
4.25K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
148New |
$12.2K - $13.4K
|
148
$14.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
145+ 1.33% |
$11.9K - $13.1K
|
11K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
139+ 0.6% |
$11.4K - $12.6K
|
23.3K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
136+ 5.71% |
$11.2K - $12.3K
|
2.52K
$244K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
132New |
$10.8K - $11.9K
|
132
$12.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
127+ 0.6% |
$10.4K - $11.5K
|
21.2K
$2.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
126New |
$10.4K - $11.4K
|
126
$12.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
125+ 4.54% |
$10.3K - $11.3K
|
2.88K
$279K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
122+ 9.56% |
$10K - $11K
|
1.4K
$135K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
120+ 1.79% |
$9.86K - $10.8K
|
6.81K
$660K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
119+ 35.0% |
$9.78K - $10.8K
|
459
$44.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
109New |
$8.96K - $9.85K
|
109
$10.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
106+ 15.19% |
$8.71K - $9.58K
|
804
$77.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
101New |
$8.3K - $9.13K
|
101
$9.78K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
101New |
$8.3K - $9.13K
|
101
$9.78K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
100+ 3.9% |
$8.22K - $9.04K
|
2.67K
$258K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
99+ 2.12% |
$8.13K - $8.95K
|
4.77K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
86+ 2.52% |
$7.07K - $7.77K
|
3.5K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
83New |
$6.82K - $7.5K
|
83
$8.04K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
79+ 3.19% |
$6.49K - $7.14K
|
2.55K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
78+ 1.49% |
$6.41K - $7.05K
|
5.31K
$515K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
77New |
$6.33K - $6.96K
|
77
$7.46K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
75+ 10.32% |
$6.16K - $6.78K
|
802
$77.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
71New |
$5.83K - $6.42K
|
71
$6.88K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
64+ 0.14% |
$5.26K - $5.79K
|
45.6K
$4.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
64New |
$5.26K - $5.79K
|
64
$6.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
63+ 0.19% |
$5.18K - $5.7K
|
32.6K
$3.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
60+ 59.41% |
$4.93K - $5.42K
|
161
$15.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
59+ 0.28% |
$4.85K - $5.33K
|
21.2K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
58+ 50.43% |
$4.77K - $5.24K
|
173
$16.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
58+ 0.78% |
$4.77K - $5.24K
|
7.52K
$729K
|
|
|
Oct 29, 2024
Q3 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
57+ 0.08% |
$4.68K - $5.15K
|
71.1K
$6.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
57+ 2.58% |
$4.68K - $5.15K
|
2.27K
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
55+ 0.0% |
$4.52K - $4.97K
|
2.07M
$200M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
51+ 0.5% |
$4.19K - $4.61K
|
10.3K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
50+ 0.78% |
$4.11K - $4.52K
|
6.46K
$626K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
44+ 1.02% |
$3.62K - $3.98K
|
4.35K
$421K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
43+ 1.57% |
$3.53K - $3.89K
|
2.78K
$269K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
37+ 0.16% |
$3.04K - $3.34K
|
23.7K
$2.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
33+ 3300.0% |
$2.71K - $2.98K
|
34
$3.29K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
31+ 0.36% |
$2.55K - $2.8K
|
8.63K
$836K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
28New |
$2.3K - $2.53K
|
28
$2.71K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
28+ 0.43% |
$2.3K - $2.53K
|
6.61K
$640K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
25+ 0.54% |
$2.05K - $2.26K
|
4.69K
$455K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
24+ 0.26% |
$1.97K - $2.17K
|
9.21K
$893K
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
23+ 0.98% |
$1.89K - $2.08K
|
2.36K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
22+ 4.34% |
$1.81K - $1.99K
|
529
$51.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
22+ 0.76% |
$1.81K - $1.99K
|
2.92K
$283K
|