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 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
975+ 17.07% |
$44.3K - $50.6K
|
6.69K
$648K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
928New |
$42.1K - $48.2K
|
928
$89.9K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
904+ 36.45% |
$41.1K - $47K
|
3.38K
$328K
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
847+ 25.32% |
$38.5K - $44K
|
4.19K
$406K
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
843+ 8.21% |
$38.3K - $43.8K
|
11.1K
$1.08M
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
843+ 7.48% |
$38.3K - $43.8K
|
12.1K
$1.17M
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
839New |
$38.1K - $43.6K
|
839
$81.3K
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
820+ 2.54% |
$37.2K - $42.6K
|
33.1K
$3.2M
|
|
Feb 01, 2023
Q4 2022
|
Astor Investment Management LLC
|
BUY
|
- |
815+ 2.03% |
$37K - $42.3K
|
40.9K
$3.96M
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
812+ 9.91% |
$36.9K - $42.2K
|
9.01K
$873K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
764New |
$34.7K - $39.7K
|
764
$74K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
748+ 4.55% |
$34K - $38.9K
|
17.2K
$1.67M
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
746+ 5.58% |
$33.9K - $38.7K
|
14.1K
$1.37M
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
699+ 31.86% |
$31.7K - $36.3K
|
2.89K
$280K
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
681+ 10.82% |
$30.9K - $35.4K
|
6.97K
$675K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
675New |
$30.7K - $35.1K
|
675
$65.4K
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
674New |
$30.6K - $35K
|
674
$65.3K
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
667+ 10.76% |
$30.3K - $34.6K
|
6.87K
$665K
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
666+ 6.36% |
$30.2K - $34.6K
|
11.1K
$1.08M
|
|
Jan 17, 2023
Q4 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
648+ 5.03% |
$29.4K - $33.7K
|
13.5K
$1.31M
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
648+ 925.71% |
$29.4K - $33.7K
|
718
$69.6K
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
639+ 1.11% |
$29K - $33.2K
|
58.5K
$5.66M
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
572New |
$26K - $29.7K
|
572
$55.4K
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
524+ 18.33% |
$23.8K - $27.2K
|
3.38K
$328K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
518New |
$23.5K - $26.9K
|
518
$50.2K
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
506+ 6.35% |
$23K - $26.3K
|
8.47K
$821K
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
499+ 0.92% |
$22.7K - $25.9K
|
54.5K
$5.28M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
467New |
$21.2K - $24.3K
|
467
$45.2K
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
466+ 0.75% |
$21.2K - $24.2K
|
62.6K
$6.07M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
466+ 4.61% |
$21.2K - $24.2K
|
10.6K
$1.02M
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
416New |
$18.9K - $21.6K
|
416
$40.3K
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
409+ 1.8% |
$18.6K - $21.2K
|
23.1K
$2.24M
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
404+ 90.99% |
$18.3K - $21K
|
848
$82.2K
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
390+ 4.53% |
$17.7K - $20.3K
|
9K
$872K
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
388New |
$17.6K - $20.2K
|
388
$37.6K
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
368+ 2.79% |
$16.7K - $19.1K
|
13.5K
$1.31M
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
355New |
$16.1K - $18.4K
|
355
$34.4K
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
330+ 1.93% |
$15K - $17.1K
|
17.4K
$1.69M
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
325+ 6.03% |
$14.8K - $16.9K
|
5.71K
$553K
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
314+ 1.05% |
$14.3K - $16.3K
|
30.3K
$2.94M
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
298+ 11.38% |
$13.5K - $15.5K
|
2.92K
$283K
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
295+ 5.56% |
$13.4K - $15.3K
|
5.61K
$543K
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
267New |
$12.1K - $13.9K
|
267
$25.9K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
257+ 128.5% |
$11.7K - $13.3K
|
457
$44.3K
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
241+ 0.33% |
$10.9K - $12.5K
|
73K
$7.07M
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
240+ 0.46% |
$10.9K - $12.5K
|
52.8K
$5.12M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
235New |
$10.7K - $12.2K
|
235
$22.8K
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
234+ 0.39% |
$10.6K - $12.2K
|
60.3K
$5.84M
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
221New |
$10K - $11.5K
|
221
$21.4K
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
205New |
$9.31K - $10.6K
|
205
$19.9K
|