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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
93.7K+ 27.16% |
$5.91M - $6.85M
|
439K
$46M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
92K+ 37.12% |
$5.8M - $6.72M
|
340K
$35.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
91.7KNew |
$5.78M - $6.7M
|
91.7K
$9.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
89.9K+ 98.35% |
$5.67M - $6.57M
|
181K
$19M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
88.8K+ 2.7% |
$5.6M - $6.49M
|
3.38M
$354M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
88.5KNew |
$5.58M - $6.47M
|
88.5K
$9.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
86.4K+ 40.48% |
$5.45M - $6.32M
|
300K
$31.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
83.7K+ 502.1% |
$5.28M - $6.12M
|
100K
$10.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
82.6KNew |
$5.21M - $6.04M
|
82.6K
$8.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
78.1K+ 75.45% |
$4.93M - $5.71M
|
182K
$19.1M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
78KNew |
$4.92M - $5.7M
|
78K
$8.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
76.7KNew |
$4.84M - $5.61M
|
76.7K
$8.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
76.1K+ 121.26% |
$4.8M - $5.56M
|
139K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
73.1K+ 390.44% |
$4.61M - $5.34M
|
91.8K
$9.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
71.5K+ 21.26% |
$4.51M - $5.23M
|
408K
$42.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
70.3K+ 109.34% |
$4.43M - $5.14M
|
135K
$14.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
69.5KNew |
$4.39M - $5.08M
|
69.5K
$7.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
68K+ 348.7% |
$4.29M - $4.97M
|
87.5K
$9.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
66.4KNew |
$4.19M - $4.86M
|
66.4K
$6.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
61.6KNew |
$3.89M - $4.5M
|
61.6K
$6.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
60.3K+ 23.76% |
$3.81M - $4.41M
|
314K
$33M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
60.2K+ 38.44% |
$3.8M - $4.4M
|
217K
$22.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
56.2KNew |
$3.55M - $4.11M
|
56.2K
$5.9M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
55.9K+ 412.12% |
$3.53M - $4.09M
|
69.5K
$7.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
54.4K+ 37.6% |
$3.43M - $3.97M
|
199K
$20.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
53.9KNew |
$3.4M - $3.94M
|
53.9K
$5.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
53.3KNew |
$3.36M - $3.89M
|
53.3K
$5.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
51.4K+ 745.18% |
$3.24M - $3.76M
|
58.3K
$6.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
49.9K+ 93.97% |
$3.15M - $3.65M
|
103K
$10.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
46.7KNew |
$2.95M - $3.42M
|
46.7K
$4.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
BUY
|
- |
44.4KNew |
$2.8M - $3.25M
|
44.4K
$4.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
43.2K+ 15.6% |
$2.73M - $3.16M
|
320K
$33.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
42.5K+ 47.01% |
$2.68M - $3.11M
|
133K
$13.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
42.3K+ 424.87% |
$2.67M - $3.09M
|
52.2K
$5.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
42.2KNew |
$2.66M - $3.08M
|
42.2K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.3K+ 27.64% |
$2.6M - $3.02M
|
190K
$20M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
41KNew |
$2.59M - $3M
|
41K
$4.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
39.4K+ 122.53% |
$2.49M - $2.88M
|
71.6K
$7.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
39.3K+ 218.11% |
$2.48M - $2.88M
|
57.4K
$6.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37.9K+ 59.66% |
$2.39M - $2.77M
|
102K
$10.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
37.6KNew |
$2.37M - $2.75M
|
37.6K
$3.95M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
37K+ 89.57% |
$2.33M - $2.7M
|
78.3K
$8.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
35.6K+ 30.29% |
$2.24M - $2.6M
|
153K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.5K+ 23.43% |
$2.24M - $2.6M
|
187K
$19.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35.3K+ 4.49% |
$2.23M - $2.58M
|
821K
$86.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
35.3K+ 48.89% |
$2.23M - $2.58M
|
107K
$11.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
34.2K+ 15.43% |
$2.16M - $2.5M
|
256K
$26.8M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
31.6KNew |
$1.99M - $2.31M
|
31.6K
$3.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31.3KNew |
$1.98M - $2.29M
|
31.3K
$3.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31K+ 50.08% |
$1.96M - $2.27M
|
93K
$9.76M
|