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 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
24+ 0.26% |
$1.97K - $2.17K
|
9.21K
$902K
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
23+ 0.98% |
$1.89K - $2.08K
|
2.36K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
22+ 4.34% |
$1.81K - $1.99K
|
529
$51.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
22+ 0.76% |
$1.81K - $1.99K
|
2.92K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
22+ 0.3% |
$1.81K - $1.99K
|
7.46K
$730K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
21+ 0.29% |
$1.73K - $1.9K
|
7.18K
$703K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21New |
$1.73K - $1.9K
|
21
$2.06K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
20+ 1.64% |
$1.64K - $1.81K
|
1.24K
$121K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20+ 11.83% |
$1.64K - $1.81K
|
189
$18.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
20+ 0.48% |
$1.64K - $1.81K
|
4.23K
$414K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 0.19% |
$1.4K - $1.54K
|
8.85K
$867K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13New |
$1.07K - $1.18K
|
13
$1.27K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
13+ 4.08% |
$1.07K - $1.18K
|
332
$32.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
12+ 19.67% |
$986 - $1.08K
|
73
$7.14K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
10+ 0.29% |
$822 - $904
|
3.47K
$340K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
9New |
$739 - $814
|
9
$881
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
8+ 266.67% |
$657 - $723
|
11
$1.08K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8+ 133.33% |
$657 - $723
|
14
$1.37K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
8+ 0.29% |
$657 - $723
|
2.77K
$271K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8+ 0.29% |
$657 - $723
|
2.76K
$270K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
7+ 0.11% |
$575 - $633
|
6.36K
$622K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 5.88% |
$411 - $452
|
90
$8.81K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
4+ 0.06% |
$329 - $362
|
7.11K
$696K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
4+ 0.13% |
$329 - $362
|
3.2K
$314K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
4+ 0.23% |
$329 - $362
|
1.74K
$170K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$246 - $271
|
5.95K
$582K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.29% |
$246 - $271
|
1.05K
$103K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
3+ 0.07% |
$246 - $271
|
4.1K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 3.51% |
$164 - $181
|
59
$5.77K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2+ 0.04% |
$164 - $181
|
4.86K
$476K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 0.14% |
$164 - $181
|
1.39K
$136K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.57% |
$82.2 - $90.4
|
176
$17.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.03% |
$82.2 - $90.4
|
3.15K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.48% |
$82.2 - $90.4
|
209
$20.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
1+ 0.18% |
$82.2 - $90.4
|
546
$53.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1+ 0.04% |
$82.2 - $90.4
|
2.55K
$250K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.37% |
$82.2 - $90.4
|
274
$26.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.03% |
$82.2 - $90.4
|
3.08K
$301K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 0.03% |
$164 - $181
|
5.99K
$587K
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-4- 0.09% |
$329 - $362
|
4.45K
$435K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4- 0.74% |
$329 - $362
|
537
$52.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-7- 0.28% |
$575 - $633
|
2.45K
$240K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-10- 3.07% |
$822 - $904
|
316
$30.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-10- 0.19% |
$822 - $904
|
5.29K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-14- 0.4% |
$1.15K - $1.27K
|
3.53K
$345K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-15- 0.03% |
$1.23K - $1.36K
|
44.2K
$4.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-18- 0.08% |
$1.48K - $1.63K
|
22.8K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-19- 0.04% |
$1.56K - $1.72K
|
49.1K
$4.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-22- 0.54% |
$1.81K - $1.99K
|
4.03K
$395K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-22- 0.33% |
$1.81K - $1.99K
|
6.61K
$647K
|