Plante Moran Financial Advisors’s Materials Select Sector SPDR Fund XLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $36.9K | Hold |
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|
2025
Q2 | $36.2K | Hold |
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|
2025
Q1 | $35.4K | Hold |
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|
2024
Q4 | $34.7K | Sell |
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|
2024
Q3 | $39.9K | Buy |
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|
2024
Q2 | $36.4K | Hold |
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|
2024
Q1 | $38.3K | Hold |
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|
2023
Q4 | $35.2K | Hold |
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|
2023
Q3 | $32.4K | Buy |
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|
2023
Q2 | $25.9K | Hold |
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|
2023
Q1 | $25.2K | Buy |
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|
2022
Q4 | $18.2K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $23K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $51K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $9K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2K | Hold |
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|
2019
Q1 | $2K | Sell |
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|
2018
Q4 | $5K | Sell |
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|
2018
Q3 | $31K | Hold |
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|
2018
Q2 | $31K | Hold |
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|
2018
Q1 | $30K | Buy |
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|
2017
Q4 | $30K | Hold |
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|
2017
Q3 | $28K | Hold |
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|
2017
Q2 | $26K | Buy |
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|
2017
Q1 | $15K | Sell |
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|
2016
Q4 | $15K | Buy |
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|
2016
Q3 | $5K | Hold |
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|
2016
Q2 | $5K | Hold |
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|
2016
Q1 | $5K | Hold |
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|
2015
Q4 | $5K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $58K | Hold |
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|
2015
Q1 | $59K | Hold |
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|
2014
Q4 | $58K | Hold |
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|
2014
Q3 | $60K | Hold |
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|
2014
Q2 | $60K | Buy |
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