Latest Institutional Transactions on Select Sector Spdr Tr Communic (XLC)
This table provides information on the latest institutional transactions involving Select Sector Spdr Tr Communic (XLC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
4.77K+ 9.66% |
$391K - $431K
|
54.1K
$5.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
10+ 0.29% |
$822 - $904
|
3.47K
$344K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
100+ 3.9% |
$8.22K - $9.04K
|
2.67K
$264K
|
|
|
Oct 18, 2024
Q3 2024
|
Marks Wealth, LLC
|
SELL
|
- |
-330K- 67.41% |
$27.1M - $29.9M
|
160K
$15.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-23- 0.68% |
$1.89K - $2.08K
|
3.37K
$334K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.54K- 15.71% |
$127K - $139K
|
8.28K
$820K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
174KNew |
$14.3M - $15.7M
|
174K
$17.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
4+ 0.13% |
$329 - $362
|
3.2K
$317K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.36KNew |
$194K - $213K
|
2.36K
$233K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
538+ 24.04% |
$44.2K - $48.6K
|
2.78K
$275K
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.01K+ 6.57% |
$83.1K - $91.5K
|
16.4K
$1.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.8K- 2.52% |
$558K - $614K
|
262K
$26M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
740+ 0.64% |
$60.8K - $66.9K
|
116K
$11.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-113- 0.78% |
$9.28K - $10.2K
|
14.4K
$1.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
10.6KNew |
$868K - $955K
|
10.6K
$1.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
849+ 2.2% |
$69.8K - $76.7K
|
39.4K
$3.9M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-186- 4.79% |
$15.3K - $16.8K
|
3.69K
$366K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-151- 0.79% |
$12.4K - $13.7K
|
19.1K
$1.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
106+ 15.19% |
$8.71K - $9.58K
|
804
$79.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-66.5K- 92.33% |
$5.47M - $6.01M
|
5.53K
$547K
|
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
2.6K+ 4.23% |
$214K - $235K
|
64.2K
$6.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 20.72% |
$87.5K - $96.3K
|
6.2K
$614K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-659- 1.04% |
$54.1K - $59.6K
|
62.9K
$6.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.51KNew |
$288K - $317K
|
3.51K
$347K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.59K- 13.53% |
$131K - $144K
|
10.2K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
12.2K+ 3.0% |
$1.01M - $1.11M
|
420K
$41.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.73K- 10.67% |
$142K - $156K
|
14.5K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-477- 1.98% |
$39.2K - $43.1K
|
23.7K
$2.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.69K+ 15.61% |
$139K - $153K
|
12.5K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
77New |
$6.33K - $6.96K
|
77
$7.63K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-7.48K- 27.74% |
$615K - $676K
|
19.5K
$1.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
373+ 0.51% |
$30.6K - $33.7K
|
73.4K
$7.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
5.36K+ 153.67% |
$440K - $485K
|
8.85K
$876K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
449+ 8.33% |
$36.9K - $40.6K
|
5.84K
$578K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-7.01K- 11.9% |
$576K - $634K
|
51.9K
$5.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.64K- 33.19% |
$135K - $148K
|
3.3K
$327K
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
8.37K+ 63.88% |
$687K - $756K
|
21.5K
$2.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
541+ 0.99% |
$44.4K - $48.9K
|
55K
$5.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.41K- 3.81% |
$198K - $218K
|
60.9K
$6.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
79+ 3.19% |
$6.49K - $7.14K
|
2.55K
$253K
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-113K- 79.96% |
$9.29M - $10.2M
|
28.3K
$2.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-194- 6.41% |
$15.9K - $17.5K
|
2.83K
$281K
|
|
|
Oct 16, 2024
Q3 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
2.81K+ 7.99% |
$230K - $254K
|
37.9K
$3.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-968- 12.35% |
$79.5K - $87.5K
|
6.87K
$681K
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-9.65K- 46.64% |
$792K - $872K
|
11K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-131K- 96.61% |
$10.8M - $11.8M
|
4.59K
$455K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
27.1K+ 27.25% |
$2.23M - $2.45M
|
127K
$12.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
55+ 0.0% |
$4.52K - $4.97K
|
2.07M
$205M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
481+ 2.1% |
$39.5K - $43.5K
|
23.3K
$2.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.41K- 63.98% |
$198K - $218K
|
1.36K
$134K
|