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 1,309 institutions that hold shares in the stock, with a total of 209 Million shares, which have been reported (via 13F filing form) to have a value of $23.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
56,915
shares
|
$6.34 Million
1.27% of portfolio
|
Q3 2022
Added 111.98%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
56,610
shares
|
$6.3 Million
0.2% of portfolio
|
Q3 2025
Reduced 16.22%
|
|
|
Jmac Enterprises LLC
|
Jan 21, 2026 Q4 2025 |
56,109
shares
|
$6.25 Million
1.21% of portfolio
|
Q4 2025
Added 1.69%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
56,061
shares
|
$6.24 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
55,535
shares
|
$6.18 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
55,512
shares
|
$6.18 Million
1.47% of portfolio
|
Q3 2023
Reduced 0.29%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
54,450
shares
|
$6.06 Million
0.78% of portfolio
|
Q4 2022
Added 0.92%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
54,420
shares
|
$6.06 Million
0.36% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
54,419
shares
|
$6.06 Million
2.28% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
53,906
shares
|
$6 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
52,920
shares
|
$5.89 Million
1.3% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
52,404
shares
|
$5.83 Million
0.46% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
51,533
shares
|
$5.74 Million
1.78% of portfolio
|
Q4 2025
Reduced 0.71%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
51,525
shares
|
$5.74 Million
1.83% of portfolio
|
Q2 2022
Added 1.63%
|
|
|
Trust CO Of Oklahoma
|
Jan 14, 2026 Q4 2025 |
50,884
shares
|
$5.66 Million
1.67% of portfolio
|
Q4 2025
Added 0.66%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
50,125
shares
|
$5.58 Million
0.29% of portfolio
|
Q3 2022
Added 48.51%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
49,743
shares
|
$5.54 Million
0.09% of portfolio
|
Q4 2025
Added 1.27%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
49,662
shares
|
$5.53 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
5th Street Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
49,559
shares
|
$5.52 Million
2.92% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
49,490
shares
|
$5.51 Million
0.3% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
49,006
shares
|
$5.46 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
48,949
shares
|
$5.45 Million
4.45% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Nov 04, 2025 Q3 2025 |
48,878
shares
|
$5.44 Million
2.61% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
48,856
shares
|
$5.44 Million
0.06% of portfolio
|
Q3 2025
Added 121.01%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
48,646
shares
|
$5.42 Million
0.23% of portfolio
|
Q3 2025
Added 8.56%
|
|