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 |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.98KNew |
$267K - $305K
|
2.98K
$304K
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.97K+ 10.61% |
$266K - $304K
|
31K
$3.16M
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
2.96K+ 43.34% |
$265K - $302K
|
9.79K
$998K
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.94KNew |
$264K - $301K
|
2.94K
$300K
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
2.91K+ 13.75% |
$261K - $298K
|
24.1K
$2.46M
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
2.91KNew |
$261K - $297K
|
2.91K
$297K
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2.87KNew |
$257K - $293K
|
2.87K
$292K
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.83K+ 22.7% |
$253K - $289K
|
15.3K
$1.56M
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.81K+ 8.05% |
$252K - $287K
|
37.8K
$3.85M
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.79KNew |
$250K - $285K
|
2.79K
$284K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
2.78K+ 5.83% |
$249K - $284K
|
50.5K
$5.15M
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.74K+ 78.16% |
$245K - $280K
|
6.24K
$637K
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.7K+ 268.39% |
$242K - $276K
|
3.71K
$378K
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.7KNew |
$242K - $275K
|
2.7K
$275K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.64KNew |
$237K - $270K
|
2.64K
$269K
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
2.62K+ 1.92% |
$235K - $267K
|
139K
$14.2M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.58KNew |
$231K - $264K
|
2.58K
$263K
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
2.57K+ 24.51% |
$231K - $263K
|
13.1K
$1.33M
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.55K+ 4.65% |
$229K - $261K
|
57.4K
$5.86M
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
2.55K+ 2.77% |
$229K - $261K
|
94.6K
$9.65M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.51K+ 4.84% |
$225K - $257K
|
54.4K
$5.55M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.51K+ 33.59% |
$225K - $256K
|
9.97K
$1.02M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.46KNew |
$221K - $252K
|
2.46K
$251K
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
2.45K+ 18.29% |
$220K - $251K
|
15.9K
$1.62M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.45K+ 16.65% |
$219K - $250K
|
17.1K
$1.75M
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.44K+ 1.2% |
$218K - $249K
|
206K
$21M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.43K+ 27.39% |
$217K - $248K
|
11.3K
$1.15M
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.42K+ 4.79% |
$217K - $248K
|
53K
$5.41M
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.42K+ 10.38% |
$217K - $247K
|
25.7K
$2.62M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.41K+ 1.98% |
$216K - $246K
|
124K
$12.7M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.4K+ 42.08% |
$215K - $245K
|
8.1K
$827K
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
2.38KNew |
$213K - $243K
|
2.38K
$242K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.37KNew |
$212K - $242K
|
2.37K
$241K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.34K+ 2.18% |
$210K - $239K
|
110K
$11.2M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.33K+ 120.81% |
$209K - $238K
|
4.26K
$434K
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.3KNew |
$206K - $235K
|
2.3K
$234K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.16K+ 3.91% |
$194K - $221K
|
57.4K
$5.85M
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.13KNew |
$191K - $218K
|
2.13K
$217K
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
2.12KNew |
$190K - $217K
|
2.12K
$216K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
2.1KNew |
$189K - $215K
|
2.1K
$215K
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.1KNew |
$188K - $215K
|
2.1K
$214K
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.09KNew |
$187K - $214K
|
2.09K
$213K
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.09K+ 17.47% |
$187K - $213K
|
14K
$1.43M
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.09KNew |
$187K - $213K
|
2.09K
$213K
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.08KNew |
$187K - $213K
|
2.08K
$212K
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
2.08KNew |
$186K - $212K
|
2.08K
$212K
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.07KNew |
$186K - $212K
|
2.07K
$212K
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2.07KNew |
$186K - $212K
|
2.07K
$212K
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.03K+ 0.48% |
$182K - $208K
|
422K
$43M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.02KNew |
$181K - $206K
|
2.02K
$206K
|