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 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.86KNew |
$181K - $209K
|
2.86K
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
2.85KNew |
$180K - $208K
|
2.85K
$299K
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.85KNew |
$179K - $208K
|
2.85K
$299K
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
2.83KNew |
$179K - $207K
|
2.83K
$297K
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.83KNew |
$179K - $207K
|
2.83K
$297K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.82K+ 62.09% |
$178K - $206K
|
7.36K
$772K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.82KNew |
$178K - $206K
|
2.82K
$296K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.8KNew |
$177K - $205K
|
2.8K
$294K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2.79KNew |
$176K - $204K
|
2.79K
$292K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
2.78KNew |
$175K - $203K
|
2.78K
$292K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.77KNew |
$175K - $203K
|
2.77K
$291K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.76KNew |
$174K - $202K
|
2.76K
$290K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.54K+ 5.91% |
$160K - $186K
|
45.5K
$4.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.53K+ 19.11% |
$160K - $185K
|
15.8K
$1.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.52K+ 38.4% |
$159K - $184K
|
9.07K
$952K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.46K+ 3.62% |
$155K - $180K
|
70.5K
$7.4M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.41K+ 8.81% |
$152K - $176K
|
29.7K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.37K+ 2.56% |
$150K - $173K
|
95.1K
$9.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.37K+ 3.98% |
$149K - $173K
|
61.8K
$6.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.34K+ 4.73% |
$148K - $171K
|
51.8K
$5.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
2.3K+ 56.21% |
$145K - $168K
|
6.4K
$672K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
2.3K+ 1.58% |
$145K - $168K
|
148K
$15.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
2.23K+ 2.41% |
$141K - $163K
|
94.9K
$9.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.2K+ 116.65% |
$139K - $161K
|
4.09K
$429K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
2.19K+ 13.7% |
$138K - $160K
|
18.2K
$1.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.18KNew |
$138K - $160K
|
2.18K
$229K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.09K+ 5.89% |
$132K - $153K
|
37.6K
$3.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.09K+ 12.93% |
$132K - $152K
|
18.2K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.05K+ 35.86% |
$129K - $149K
|
7.75K
$813K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
2.03K+ 27.99% |
$128K - $149K
|
9.3K
$976K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.02K+ 2.87% |
$127K - $147K
|
72.3K
$7.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
1.99K+ 24.22% |
$126K - $146K
|
10.2K
$1.07M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.99K+ 33.32% |
$125K - $145K
|
7.96K
$835K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.97K+ 874.67% |
$124K - $144K
|
2.19K
$230K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.96KNew |
$123K - $143K
|
1.96K
$205K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.95K+ 41.98% |
$123K - $143K
|
6.61K
$694K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.83K+ 3.78% |
$115K - $134K
|
50.3K
$5.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.77K+ 9.38% |
$112K - $130K
|
20.7K
$2.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.75K+ 6.9% |
$111K - $128K
|
27.1K
$2.85M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.74K+ 1.36% |
$110K - $127K
|
130K
$13.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.72K+ 16.7% |
$109K - $126K
|
12K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
1.7KNew |
$107K - $124K
|
1.7K
$178K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.68K+ 2.08% |
$106K - $122K
|
82K
$8.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.67K+ 54.53% |
$106K - $122K
|
4.74K
$498K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.67K+ 16.2% |
$105K - $122K
|
12K
$1.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.65K+ 2.82% |
$104K - $120K
|
60K
$6.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.6KNew |
$101K - $117K
|
1.6K
$168K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.58K+ 5.22% |
$99.7K - $116K
|
31.9K
$3.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.56K+ 10.13% |
$98.5K - $114K
|
17K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.55K+ 6.43% |
$97.7K - $113K
|
25.6K
$2.69M
|