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 |
|---|---|---|---|---|---|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
63,691
shares
|
$6.32 Million
1.63% of portfolio
|
Q3 2024
Reduced 17.94%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
63,159
shares
|
$6.26 Million
2.14% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
63,019
shares
|
$6.25 Million
0.25% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
62,930
shares
|
$6.24 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
62,521
shares
|
$6.2 Million
2.57% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
62,191
shares
|
$6.17 Million
0.17% of portfolio
|
Q3 2024
Reduced 27.92%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
61,563
shares
|
$6.11 Million
1.59% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
61,513
shares
|
$6.1 Million
0.96% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
61,224
shares
|
$6.07 Million
0.06% of portfolio
|
Q3 2024
Added 102.96%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
60,855
shares
|
$6.03 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
59,439
shares
|
$5.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 84.57%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
59,413
shares
|
$5.89 Million
0.75% of portfolio
|
Q3 2024
Reduced 40.44%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
58,799
shares
|
$5.83 Million
4.84% of portfolio
|
Q4 2023
Reduced 2.52%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
58,637
shares
|
$5.82 Million
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
57,437
shares
|
$5.7 Million
0.08% of portfolio
|
Q3 2024
Reduced 15.35%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
56,915
shares
|
$5.64 Million
1.27% of portfolio
|
Q3 2022
Added 111.98%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
56,698
shares
|
$5.62 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
56,037
shares
|
$5.56 Million
0.02% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
55,512
shares
|
$5.51 Million
1.47% of portfolio
|
Q3 2023
Reduced 0.29%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
55,491
shares
|
$5.5 Million
0.37% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
55,213
shares
|
$5.48 Million
0.14% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
54,988
shares
|
$5.45 Million
2.5% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
54,894
shares
|
$5.44 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
54,450
shares
|
$5.4 Million
0.78% of portfolio
|
Q4 2022
Added 0.92%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
54,447
shares
|
$5.4 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.72%
|