Plante Moran Financial Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-27	Closed	-$2.62K	–	868
2025 Q1	$2.62K	Hold	27	–	–	﹤0.01%	687
2024 Q4	$2.82K	Hold	27	–	–	﹤0.01%	756
2024 Q3	$3.36K	Buy	+27	New	+$3.05K	﹤0.01%	721
2020 Q1	–	Sell	-848	Closed	-$39K	–	849
2019 Q4	$39K	Sell	848 -284	-25%	-$12.8K	0.01%	355
2019 Q3	$50K	Hold	1,132	–	–	0.01%	339
2019 Q2	$47K	Hold	1,132	–	–	0.01%	354
2019 Q1	$44K	Hold	1,132	–	–	0.01%	364
2018 Q4	$37K	Hold	1,132	–	–	0.01%	346
2018 Q3	$44K	Hold	1,132	–	–	0.01%	332
2018 Q2	$45K	Hold	1,132	–	–	0.02%	348
2018 Q1	$46K	Hold	1,132	–	–	0.03%	361
2017 Q4	$50K	Hold	1,132	–	–	0.03%	350
2017 Q3	$45K	Hold	1,132	–	–	0.03%	327
2017 Q2	$44K	Hold	1,132	–	–	0.03%	339
2017 Q1	$42K	Hold	1,132	–	–	0.03%	354
2016 Q4	$38K	Hold	1,132	–	–	0.02%	379
2016 Q3	$38K	Hold	1,132	–	–	0.03%	378
2016 Q2	$38K	Hold	1,132	–	–	0.03%	333
2016 Q1	$38K	Buy	1,132 +2	+0.2%	+$62	0.03%	299
2015 Q4	$39K	Buy	+1,130	New	+$40.2K	0.03%	334