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 29, 2024
Q4 2023
|
Q3 Asset Management
|
SELL
|
- |
-10.3K- 41.71% |
$649K - $752K
|
14.4K
$1.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-10.3K- 16.72% |
$649K - $752K
|
51.3K
$5.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10.4K- 12.47% |
$654K - $757K
|
72.8K
$7.64M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-11K- 6.52% |
$696K - $807K
|
158K
$16.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.1K- 16.55% |
$702K - $814K
|
56.1K
$5.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-11.3K- 6.65% |
$710K - $823K
|
158K
$16.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-11.4K- 10.95% |
$719K - $833K
|
92.7K
$9.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-11.7K- 5.63% |
$739K - $856K
|
197K
$20.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.9K- 58.5% |
$752K - $871K
|
8.46K
$887K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-12K- 11.06% |
$759K - $879K
|
96.7K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-12.2K- 68.01% |
$770K - $892K
|
5.74K
$603K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-13.9K- 2.21% |
$876K - $1.01M
|
614K
$64.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-14K- 6.89% |
$884K - $1.02M
|
189K
$19.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-15.2K- 53.28% |
$962K - $1.11M
|
13.4K
$1.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-16.4K- 15.32% |
$1.04M - $1.2M
|
90.8K
$9.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-16.6K- 60.35% |
$1.05M - $1.21M
|
10.9K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-17.1K- 26.45% |
$1.08M - $1.25M
|
47.5K
$4.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-19.5K- 38.59% |
$1.23M - $1.42M
|
31K
$3.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-19.7K- 70.56% |
$1.24M - $1.44M
|
8.23K
$863K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-20.4K- 12.1% |
$1.28M - $1.49M
|
148K
$15.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-20.5K- 54.98% |
$1.3M - $1.5M
|
16.8K
$1.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-20.7K- 6.46% |
$1.31M - $1.51M
|
300K
$31.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-26.4K- 22.51% |
$1.67M - $1.93M
|
91K
$9.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-26.7K- 35.33% |
$1.68M - $1.95M
|
48.8K
$5.12M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-27.5K- 57.55% |
$1.74M - $2.01M
|
20.3K
$2.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-28.6K- 19.73% |
$1.8M - $2.09M
|
116K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28.8K- 7.72% |
$1.82M - $2.11M
|
344K
$36.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-29.1K- 17.63% |
$1.84M - $2.13M
|
136K
$14.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-31.1K- 24.74% |
$1.96M - $2.28M
|
94.7K
$9.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32.2K- 11.96% |
$2.03M - $2.36M
|
237K
$24.9M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-40.3K- 94.52% |
$2.54M - $2.94M
|
2.34K
$245K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-40.8K- 5.81% |
$2.57M - $2.98M
|
661K
$69.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-41.5K- 7.85% |
$2.62M - $3.04M
|
488K
$51.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-42K- 90.55% |
$2.65M - $3.07M
|
4.39K
$460K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-42.6K- 45.1% |
$2.69M - $3.11M
|
51.8K
$5.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-46.5K- 80.07% |
$2.94M - $3.4M
|
11.6K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-47K- 28.7% |
$2.97M - $3.44M
|
117K
$12.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-48.9K- 32.13% |
$3.08M - $3.57M
|
103K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-51K- 13.87% |
$3.22M - $3.73M
|
317K
$33.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-54.2K- 42.54% |
$3.42M - $3.97M
|
73.3K
$7.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-57.5K- 23.58% |
$3.63M - $4.21M
|
186K
$19.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-60.7K- 31.18% |
$3.83M - $4.44M
|
134K
$14.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-62.1K- 98.52% |
$3.92M - $4.54M
|
932
$97.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-67.5K- 88.12% |
$4.26M - $4.93M
|
9.1K
$955K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-69.3K- 99.89% |
$4.38M - $5.07M
|
73
$7.66K
|
|
|
Jan 24, 2024
Q4 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-81.4K- 20.23% |
$5.14M - $5.95M
|
321K
$33.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-92.6K- 27.99% |
$5.84M - $6.77M
|
238K
$25M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-102K- 2.09% |
$6.41M - $7.43M
|
4.75M
$499M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-110K- 96.13% |
$6.94M - $8.05M
|
4.43K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-111K- 50.13% |
$6.99M - $8.1M
|
110K
$11.6M
|