Plante Moran Financial Advisors’s Materials Select Sector SPDR Fund XLB Stock Holding History

Plante Moran Financial Advisors’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$36.2K	Hold	412	–	–	﹤0.01%	389
2025 Q1	$35.4K	Hold	412	–	–	﹤0.01%	391
2024 Q4	$34.7K	Sell	412 -2	-0.5%	-$168	﹤0.01%	406
2024 Q3	$39.9K	Buy	414 +2	+0.5%	+$193	﹤0.01%	422
2024 Q2	$36.4K	Hold	412	–	–	﹤0.01%	389
2024 Q1	$38.3K	Hold	412	–	–	﹤0.01%	398
2023 Q4	$35.2K	Hold	412	–	–	﹤0.01%	369
2023 Q3	$32.4K	Buy	412 +100	+32%	+$7.86K	﹤0.01%	350
2023 Q2	$25.9K	Hold	312	–	–	﹤0.01%	396
2023 Q1	$25.2K	Buy	312 +78	+33%	+$6.29K	﹤0.01%	405
2022 Q4	$18.2K	Buy	+234	New	+$18.2K	﹤0.01%	484
2022 Q2	–	Sell	-262	Closed	-$23K	–	1080
2022 Q1	$23K	Buy	+262	New	+$23K	﹤0.01%	473
2021 Q4	–	Sell	-645	Closed	-$51K	–	1129
2021 Q3	$51K	Buy	+645	New	+$51K	0.01%	381
2020 Q4	–	Sell	-143	Closed	-$9K	–	1039
2020 Q3	$9K	Buy	+143	New	+$9K	﹤0.01%	624
2019 Q3	–	Sell	-30	Closed	-$2K	–	921
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	737
2019 Q1	$2K	Sell	30 -66	-69%	-$4.4K	﹤0.01%	729
2018 Q4	$5K	Sell	96 -432	-82%	-$22.5K	﹤0.01%	609
2018 Q3	$31K	Hold	528	–	–	0.01%	377
2018 Q2	$31K	Hold	528	–	–	0.02%	416
2018 Q1	$30K	Buy	528 +36	+7%	+$2.05K	0.02%	437
2017 Q4	$30K	Hold	492	–	–	0.02%	437
2017 Q3	$28K	Hold	492	–	–	0.02%	418
2017 Q2	$26K	Buy	492 +204	+71%	+$10.8K	0.02%	438
2017 Q1	$15K	Sell	288 -23	-7%	-$1.2K	0.01%	523
2016 Q4	$15K	Buy	311 +198	+175%	+$9.55K	0.01%	526
2016 Q3	$5K	Hold	113	–	–	﹤0.01%	715
2016 Q2	$5K	Hold	113	–	–	﹤0.01%	648
2016 Q1	$5K	Hold	113	–	–	﹤0.01%	594
2015 Q4	$5K	Buy	+113	New	+$5K	﹤0.01%	740
2015 Q3	–	Sell	-1,200	Closed	-$58K	–	756
2015 Q2	$58K	Hold	1,200	–	–	0.04%	271
2015 Q1	$59K	Hold	1,200	–	–	0.04%	259
2014 Q4	$58K	Hold	1,200	–	–	0.04%	261
2014 Q3	$60K	Hold	1,200	–	–	0.05%	230
2014 Q2	$60K	Buy	+1,200	New	+$60K	0.05%	207