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 1,066 institutions that hold shares in the stock, with a total of 179 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 |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
5,630
shares
|
$552,697
0.07% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,591
shares
|
$548,868
0.05% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
5,576
shares
|
$547,395
0.12% of portfolio
|
Q2 2022
Reduced 4.98%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
5,566
shares
|
$546,414
0.04% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
5,564
shares
|
$546,217
0.07% of portfolio
|
Q3 2023
Added 3.0%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
5,528
shares
|
$542,683
0.11% of portfolio
|
Q3 2024
Reduced 92.33%
|
|
|
Peak Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
5,488
shares
|
$538,756
0.31% of portfolio
|
Q1 2024
Reduced 65.48%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
5,420
shares
|
$532,081
0.05% of portfolio
|
Q2 2024
Reduced 10.12%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
5,415
shares
|
$531,590
0.03% of portfolio
|
Q3 2024
Added 124.41%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
5,415
shares
|
$531,590
0.09% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
5,397
shares
|
$529,823
0.0% of portfolio
|
Q3 2024
Added 32.6%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
5,397
shares
|
$529,823
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,334
shares
|
$523,638
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
5,330
shares
|
$523,246
0.06% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
5,324
shares
|
$522,657
0.03% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
5,311
shares
|
$521,380
0.01% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
5,291
shares
|
$519,417
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Grassi Investment Management
|
Oct 22, 2024 Q3 2024 |
5,256
shares
|
$515,981
0.04% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
5,180
shares
|
$508,520
0.18% of portfolio
|
Q3 2024
Added 23.92%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,177
shares
|
$508,226
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
5,170
shares
|
$507,538
0.16% of portfolio
|
Q3 2024
Reduced 23.86%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
5,163
shares
|
$506,851
0.14% of portfolio
|
Q1 2024
Added 1.24%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
5,163
shares
|
$506,851
0.03% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
5,150
shares
|
$505,575
0.12% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
5,122
shares
|
$502,826
0.05% of portfolio
|
Q3 2024
Added 9.96%
|