Purchases and Sales Made in Q4 2024 in Select Sector Spdr Tr Communic (XLC)
This table provides information about the institutional ownership of Select Sector Spdr Tr Communic (XLC) during Q4 2024. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR TR COMMUNIC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.21K- 8.08% |
$198K - $225K
|
25.1K
$2.56M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.22K- 8.57% |
$199K - $227K
|
23.7K
$2.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.24K- 2.42% |
$201K - $229K
|
90.1K
$9.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.27K- 10.11% |
$203K - $232K
|
20.2K
$2.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-2.3K- 1.74% |
$206K - $235K
|
130K
$13.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.44K- 3.32% |
$219K - $249K
|
71K
$7.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.46K- 16.29% |
$220K - $251K
|
12.6K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.47K- 3.95% |
$221K - $252K
|
60.1K
$6.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.48K- 1.26% |
$223K - $254K
|
195K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.66K- 1.28% |
$239K - $272K
|
205K
$20.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-2.7K- 1.41% |
$242K - $275K
|
189K
$19.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.77K- 13.55% |
$249K - $283K
|
17.7K
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.8K- 15.19% |
$251K - $286K
|
15.7K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.81K- 22.02% |
$252K - $287K
|
9.95K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.84K- 2.54% |
$254K - $290K
|
109K
$11.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.84K- 25.8% |
$255K - $290K
|
8.18K
$834K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.92K- 2.52% |
$262K - $298K
|
113K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-2.95KClosed |
$265K - $301K
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.96K- 0.84% |
$265K - $302K
|
350K
$35.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-3K- 0.84% |
$269K - $306K
|
356K
$36.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-3.01K- 27.28% |
$270K - $308K
|
8.03K
$819K
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-3.02K- 2.28% |
$271K - $308K
|
129K
$13.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.04K- 26.99% |
$272K - $310K
|
8.21K
$837K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.38K- 6.88% |
$303K - $345K
|
45.7K
$4.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.44K- 18.66% |
$309K - $352K
|
15K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.48K- 14.6% |
$312K - $356K
|
20.4K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.62K- 10.51% |
$325K - $370K
|
30.8K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-3.64K- 13.07% |
$326K - $371K
|
24.2K
$2.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.73K- 14.88% |
$335K - $381K
|
21.4K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-3.83K- 30.29% |
$344K - $391K
|
8.82K
$899K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-3.91K- 4.05% |
$350K - $399K
|
92.5K
$9.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-3.98K- 4.41% |
$356K - $406K
|
86.1K
$8.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-4.23K- 21.72% |
$380K - $432K
|
15.3K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-4.53K- 35.76% |
$406K - $463K
|
8.14K
$831K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-4.6K- 8.98% |
$412K - $470K
|
46.6K
$4.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.7K- 1.79% |
$421K - $480K
|
258K
$26.3M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.01K- 38.04% |
$449K - $511K
|
8.15K
$832K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-5.37K- 3.05% |
$482K - $549K
|
171K
$17.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-5.64K- 83.32% |
$506K - $576K
|
1.13K
$115K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-6.28K- 22.24% |
$563K - $641K
|
21.9K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-6.6K- 4.47% |
$591K - $674K
|
141K
$14.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.65K- 26.15% |
$596K - $679K
|
18.8K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.76K- 5.61% |
$606K - $691K
|
114K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-7.06K- 10.81% |
$633K - $722K
|
58.3K
$5.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-7.37K- 5.63% |
$661K - $753K
|
124K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.45K- 5.43% |
$668K - $762K
|
130K
$13.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.78K- 3.49% |
$697K - $794K
|
215K
$21.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.38K- 3.14% |
$752K - $857K
|
259K
$26.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-8.44K- 10.69% |
$757K - $863K
|
70.5K
$7.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-9.18K- 48.36% |
$823K - $938K
|
9.8K
$1M
|