Purchases and Sales Made in Q4 2023 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q4 2023. 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 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-196- 8.98% |
$12.4K - $14.3K
|
1.99K
$208K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-196- 3.66% |
$12.4K - $14.3K
|
5.16K
$539K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-200- 2.36% |
$12.6K - $14.6K
|
8.28K
$865K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-206- 0.38% |
$13K - $15.1K
|
54.2K
$5.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-215- 2.07% |
$13.6K - $15.7K
|
10.2K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-217- 1.42% |
$13.7K - $15.9K
|
15.1K
$1.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-220- 4.64% |
$13.9K - $16.1K
|
4.52K
$472K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-222- 0.27% |
$14K - $16.2K
|
83.1K
$8.68M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-222- 0.27% |
$14K - $16.2K
|
83.1K
$8.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-225- 6.86% |
$14.2K - $16.4K
|
3.06K
$319K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-225- 20.68% |
$14.2K - $16.4K
|
863
$90.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-229- 5.42% |
$14.4K - $16.7K
|
4K
$417K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-230- 2.62% |
$14.5K - $16.8K
|
8.56K
$894K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-235- 2.45% |
$14.8K - $17.2K
|
9.38K
$979K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-240- 1.91% |
$15.1K - $17.5K
|
12.4K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-244- 2.56% |
$15.4K - $17.8K
|
9.3K
$972K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-275- 48.85% |
$17.3K - $20.1K
|
288
$30.1K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-275- 48.85% |
$17.3K - $20.1K
|
288
$30.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-278- 1.23% |
$17.5K - $20.3K
|
22.4K
$2.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-310- 28.18% |
$19.6K - $22.7K
|
790
$82.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-328- 1.07% |
$20.7K - $24K
|
30.4K
$3.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-342- 5.53% |
$21.6K - $25K
|
5.84K
$610K
|
|
|
Feb 12, 2024
Q4 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-351- 1.01% |
$22.1K - $25.7K
|
34.4K
$3.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-375- 9.64% |
$23.7K - $27.4K
|
3.52K
$367K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-376- 0.07% |
$23.7K - $27.5K
|
577K
$60.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-376- 5.14% |
$23.7K - $27.5K
|
6.94K
$725K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-380- 7.71% |
$24K - $27.8K
|
4.55K
$475K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-386- 0.6% |
$24.4K - $28.2K
|
63.7K
$6.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-400- 96.85% |
$25.2K - $29.2K
|
13
$1.36K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-420- 11.73% |
$26.5K - $30.7K
|
3.16K
$330K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-428- 75.49% |
$27K - $31.3K
|
139
$14.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-450- 6.01% |
$28.4K - $32.9K
|
7.04K
$735K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-453- 7.31% |
$28.6K - $33.1K
|
5.75K
$600K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-462- 25.87% |
$29.1K - $33.8K
|
1.32K
$138K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-476- 2.57% |
$30K - $34.8K
|
18K
$1.88M
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-478- 5.12% |
$30.2K - $34.9K
|
8.87K
$926K
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-488- 3.34% |
$30.8K - $35.7K
|
14.1K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-491- 2.62% |
$31K - $35.9K
|
18.2K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-503- 2.31% |
$31.7K - $36.8K
|
21.3K
$2.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-505- 8.26% |
$31.9K - $36.9K
|
5.61K
$586K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-518- 4.07% |
$32.7K - $37.9K
|
12.2K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-527- 14.38% |
$33.2K - $38.5K
|
3.14K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-530- 1.7% |
$33.4K - $38.7K
|
30.7K
$3.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-532- 2.36% |
$33.6K - $38.9K
|
22.1K
$2.3M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-549- 26.6% |
$34.6K - $40.1K
|
1.52K
$158K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-579- 5.09% |
$36.5K - $42.3K
|
10.8K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-604- 7.03% |
$38.1K - $44.2K
|
7.99K
$834K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-620- 2.57% |
$39.1K - $45.3K
|
23.5K
$2.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-622- 1.3% |
$39.2K - $45.5K
|
47.3K
$4.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-644- 4.68% |
$40.6K - $47.1K
|
13.1K
$1.37M
|