Institutional Ownership Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC). We have compiled data on the 1,175 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $17.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
51,622
shares
|
$4.94 Million
3.31% of portfolio
|
Q4 2024
New holding
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
51,525
shares
|
$4.93 Million
1.83% of portfolio
|
Q2 2022
Added 1.63%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
50,279
shares
|
$4.81 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
50,125
shares
|
$4.8 Million
0.29% of portfolio
|
Q3 2022
Added 48.51%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
49,385
shares
|
$4.73 Million
0.09% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
48,609
shares
|
$4.65 Million
0.0% of portfolio
|
Q4 2024
Added 35.85%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
48,443
shares
|
$4.64 Million
0.21% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
48,392
shares
|
$4.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 63.99%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
48,263
shares
|
$4.62 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
48,233
shares
|
$4.62 Million
0.36% of portfolio
|
Q1 2025
Added 831.86%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
47,958
shares
|
$4.59 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
47,663
shares
|
$4.56 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
47,458
shares
|
$4.54 Million
0.65% of portfolio
|
Q4 2024
Added 26.11%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
47,236
shares
|
$4.52 Million
2.37% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
Trust CO Of Oklahoma
|
Apr 14, 2025 Q1 2025 |
47,131
shares
|
$4.51 Million
1.6% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Apr 14, 2025 Q1 2025 |
46,899
shares
|
$4.49 Million
2.96% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
46,738
shares
|
$4.47 Million
2.18% of portfolio
|
Q4 2022
Reduced 4.45%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
46,600
shares
|
$4.46 Million
5.02% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
46,393
shares
|
$4.44 Million
2.34% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
46,374
shares
|
$4.44 Million
0.08% of portfolio
|
Q4 2024
Added 50.48%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
46,290
shares
|
$4.43 Million
0.01% of portfolio
|
Q4 2024
Added 275.4%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
46,232
shares
|
$4.43 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
45,685
shares
|
$4.37 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
45,566
shares
|
$4.36 Million
0.12% of portfolio
|
Q4 2024
Added 26.69%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
45,014
shares
|
$4.31 Million
0.05% of portfolio
|
Q4 2024
Added 11.98%
|