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 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.74K+ 33.17% |
$425K - $484K
|
19K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
4.66K+ 3.51% |
$418K - $476K
|
138K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.64KNew |
$416K - $474K
|
4.64K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.6K+ 6.58% |
$412K - $470K
|
74.4K
$7.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.54K+ 1.78% |
$407K - $464K
|
260K
$26.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.48K+ 6.4% |
$402K - $458K
|
74.5K
$7.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.37K+ 4.39% |
$392K - $446K
|
104K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
4.26KNew |
$382K - $435K
|
4.26K
$435K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.25KNew |
$381K - $434K
|
4.25K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
4.11K+ 14.74% |
$369K - $420K
|
32K
$3.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.09K+ 24.7% |
$366K - $417K
|
20.6K
$2.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.05K+ 5.67% |
$363K - $413K
|
75.4K
$7.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
4.03K+ 5.66% |
$361K - $412K
|
75.2K
$7.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
4KNew |
$359K - $409K
|
4K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.99KNew |
$357K - $407K
|
3.99K
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
3.89K+ 7.19% |
$349K - $398K
|
58K
$5.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.89KNew |
$349K - $397K
|
3.89K
$396K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.87KNew |
$347K - $395K
|
3.87K
$394K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
3.8K+ 12.46% |
$340K - $388K
|
34.2K
$3.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.77K+ 19.76% |
$338K - $385K
|
22.9K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
3.77KNew |
$338K - $385K
|
3.77K
$385K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.75K+ 78.81% |
$336K - $383K
|
8.5K
$867K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.73K+ 0.58% |
$335K - $381K
|
645K
$65.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.72KNew |
$333K - $380K
|
3.72K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.71K+ 4.7% |
$333K - $379K
|
82.7K
$8.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
3.7K+ 3.38% |
$332K - $378K
|
113K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.69K+ 21.72% |
$331K - $377K
|
20.7K
$2.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.67K+ 10.76% |
$329K - $375K
|
37.8K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.65K+ 4.33% |
$327K - $373K
|
87.9K
$8.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.56K+ 11.4% |
$319K - $364K
|
34.8K
$3.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.55KNew |
$318K - $363K
|
3.55K
$362K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.53KNew |
$316K - $361K
|
3.53K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.5K+ 16.24% |
$314K - $358K
|
25.1K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
3.42KNew |
$306K - $349K
|
3.42K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
3.37KNew |
$302K - $344K
|
3.37K
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
3.3KNew |
$295K - $337K
|
3.3K
$336K
|
|
|
Feb 11, 2025
Q4 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
3.27K+ 8.61% |
$293K - $334K
|
41.2K
$4.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.26KNew |
$292K - $333K
|
3.26K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
3.24KNew |
$291K - $331K
|
3.24K
$331K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.24K+ 24.32% |
$290K - $331K
|
16.6K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.22K+ 26.56% |
$289K - $329K
|
15.4K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.2KNew |
$287K - $327K
|
3.2K
$326K
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
3.2KNew |
$287K - $327K
|
3.2K
$326K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.19K+ 3.49% |
$286K - $326K
|
94.7K
$9.66M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.14KNew |
$281K - $320K
|
3.14K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.12KNew |
$280K - $319K
|
3.12K
$319K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
3.09KNew |
$277K - $316K
|
3.09K
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.07KNew |
$275K - $313K
|
3.07K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.05K+ 3.56% |
$273K - $311K
|
88.5K
$9.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.99K+ 5.95% |
$268K - $305K
|
53.2K
$5.43M
|