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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.67K+ 74.61% |
$253K - $281K
|
6.24K
$563K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-597- 16.11% |
$56.6K - $62.9K
|
3.11K
$280K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-220K- 49.21% |
$20.9M - $23.2M
|
227K
$20.5M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.1KNew |
$199K - $221K
|
2.1K
$189K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-19K- 37.73% |
$1.81M - $2M
|
31.4K
$2.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-4.03K- 12.01% |
$382K - $424K
|
29.5K
$2.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
4.2K+ 10.49% |
$399K - $443K
|
44.2K
$3.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.66K+ 23.44% |
$158K - $175K
|
8.76K
$791K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
150+ 161.29% |
$14.2K - $15.8K
|
243
$21.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-98- 1.54% |
$9.29K - $10.3K
|
6.27K
$565K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
416+ 2.75% |
$39.5K - $43.8K
|
15.5K
$1.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
43.1K+ 831.86% |
$4.08M - $4.53M
|
48.2K
$4.35M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
1.5K+ 27.27% |
$142K - $158K
|
7K
$631K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-3K- 42.99% |
$285K - $316K
|
3.98K
$359K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-593- 27.85% |
$56.2K - $62.4K
|
1.54K
$139K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
192+ 1.7% |
$18.2K - $20.2K
|
11.5K
$1.03M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-761- 26.22% |
$72.2K - $80.1K
|
2.14K
$193K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
470+ 3.67% |
$44.6K - $49.5K
|
13.3K
$1.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
2.08KNew |
$197K - $219K
|
2.08K
$187K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
551+ 112.45% |
$52.3K - $58K
|
1.04K
$93.9K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.82K+ 53.42% |
$173K - $192K
|
5.23K
$472K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
111+ 1.55% |
$10.5K - $11.7K
|
7.27K
$656K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
2.38K+ 31.05% |
$226K - $251K
|
10K
$906K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
39New |
$3.7K - $4.11K
|
39
$3.52K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-575- 6.69% |
$54.5K - $60.6K
|
8.02K
$723K
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
21.7K+ 171.16% |
$1.95M - $2.22M
|
34.4K
$3.1M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-10.5K- 53.1% |
$944K - $1.08M
|
9.3K
$839K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-793- 1.29% |
$71.1K - $81K
|
60.8K
$5.48M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
3.95K+ 24.82% |
$354K - $404K
|
19.9K
$1.79M
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-325- 7.87% |
$29.1K - $33.2K
|
3.8K
$343K
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
234+ 2.54% |
$21K - $23.9K
|
9.46K
$854K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
31.5KNew |
$2.83M - $3.22M
|
31.5K
$2.85M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.46KNew |
$489K - $558K
|
5.46K
$492K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-53K- 42.19% |
$4.75M - $5.42M
|
72.7K
$6.55M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
4New |
$359 - $409
|
4
$361
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
28New |
$2.51K - $2.86K
|
28
$2.53K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-37Closed |
$3.32K - $3.78K
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.94KNew |
$264K - $301K
|
2.94K
$265K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
636New |
$57K - $65K
|
636
$57.4K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-111- 3.76% |
$9.95K - $11.3K
|
2.84K
$256K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-43.2K- 36.95% |
$3.87M - $4.41M
|
73.7K
$6.65M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.16K+ 3.91% |
$194K - $221K
|
57.4K
$5.18M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.37K- 28.1% |
$123K - $140K
|
3.5K
$316K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.6KNew |
$143K - $163K
|
1.6K
$144K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.3K+ 37.12% |
$1.46M - $1.66M
|
60K
$5.41M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-631- 7.79% |
$56.6K - $64.5K
|
7.47K
$674K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
51.6KNew |
$4.63M - $5.27M
|
51.6K
$4.66M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-71- 1.55% |
$6.37K - $7.25K
|
4.52K
$408K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
27KNew |
$2.42M - $2.76M
|
27K
$2.44M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.25KNew |
$381K - $434K
|
4.25K
$383K
|
|