Purchases and Sales Made in Q4 2022 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.46K+ 3.54% |
$157K - $180K
|
101K
$10.7M
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
3.26K+ 42.07% |
$148K - $169K
|
11K
$1.16M
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.22K+ 60.68% |
$146K - $167K
|
8.53K
$899K
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.15KNew |
$143K - $164K
|
3.15K
$332K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
3.12K+ 48.02% |
$141K - $162K
|
9.6K
$1.01M
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
3.09KNew |
$140K - $161K
|
3.09K
$326K
|
|
May 24, 2023
Q4 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
3.07KNew |
$139K - $159K
|
3.07K
$323K
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
BUY
|
- |
3.06K+ 7.81% |
$139K - $159K
|
42.2K
$4.45M
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
2.91KNew |
$132K - $151K
|
2.91K
$306K
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
2.83K+ 2.22% |
$129K - $147K
|
130K
$13.7M
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
2.61K+ 3.62% |
$119K - $136K
|
74.8K
$7.88M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.61KNew |
$119K - $136K
|
2.61K
$275K
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.52K+ 28.09% |
$114K - $131K
|
11.5K
$1.21M
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.51KNew |
$114K - $130K
|
2.51K
$264K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2.46K+ 12.18% |
$111K - $128K
|
22.6K
$2.38M
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.35K+ 9.03% |
$107K - $122K
|
28.3K
$2.99M
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.28K+ 12.6% |
$104K - $118K
|
20.4K
$2.15M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2.27K+ 7.31% |
$103K - $118K
|
33.4K
$3.51M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.25K+ 39.7% |
$102K - $117K
|
7.93K
$835K
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.22K+ 12.83% |
$101K - $115K
|
19.5K
$2.05M
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.21K+ 6.21% |
$100K - $115K
|
37.8K
$3.98M
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.12K+ 21.73% |
$96.5K - $110K
|
11.9K
$1.25M
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 8.46% |
$95.4K - $109K
|
26.9K
$2.84M
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2.1K+ 15.87% |
$95.4K - $109K
|
15.3K
$1.61M
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
2K+ 11.4% |
$90.6K - $104K
|
19.5K
$2.05M
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.9K+ 10.9% |
$86.1K - $98.5K
|
19.3K
$2.03M
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.85KNew |
$84K - $96K
|
1.85K
$195K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.85KNew |
$83.9K - $96K
|
1.85K
$195K
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.8K+ 22.18% |
$81.9K - $93.7K
|
9.94K
$1.05M
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
BUY
|
- |
1.78K+ 20.24% |
$81K - $92.7K
|
10.6K
$1.12M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.78KNew |
$80.7K - $92.3K
|
1.78K
$187K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.68K+ 2.24% |
$76.3K - $87.3K
|
76.8K
$8.09M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.6K+ 11.07% |
$72.5K - $82.9K
|
16K
$1.69M
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
1.58K+ 7.05% |
$71.8K - $82.2K
|
24K
$2.53M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.53KNew |
$69.5K - $79.5K
|
1.53K
$161K
|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
1.53K+ 26.03% |
$69.3K - $79.3K
|
7.39K
$778K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.45KNew |
$65.8K - $75.3K
|
1.45K
$153K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.45KNew |
$65.6K - $75.1K
|
1.45K
$152K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.41K+ 6.78% |
$64.1K - $73.3K
|
22.2K
$2.34M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.34K+ 28.0% |
$61K - $69.8K
|
6.14K
$646K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.33K+ 1.92% |
$60.5K - $69.2K
|
70.8K
$7.45M
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.3K+ 8.89% |
$58.8K - $67.3K
|
15.9K
$1.67M
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.26KNew |
$57.2K - $65.4K
|
1.26K
$133K
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
1.25K+ 0.65% |
$56.6K - $64.7K
|
192K
$20.2M
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.21K+ 4.35% |
$54.9K - $62.7K
|
29K
$3.05M
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.12KNew |
$50.8K - $58.1K
|
1.12K
$118K
|
|
Dec 26, 2024
Q4 2022
|
Cypress Capital, LLC
|
BUY
|
- |
1.12K+ 12.6% |
$50.6K - $57.9K
|
9.97K
$1.05M
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.1KNew |
$50K - $57.1K
|
1.1K
$116K
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
1.05K+ 3.57% |
$47.6K - $54.4K
|
30.4K
$3.2M
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.02K+ 14.17% |
$46.4K - $53K
|
8.23K
$866K
|