Plante Moran Financial Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $65.4K | Sell |
1,067
-442
| -29% | -$23.7K | ﹤0.01% | 284 |
|
|
2025
Q4 | $67.5K | Buy |
1,509
+451
| +43% | +$20.1K | ﹤0.01% | 284 |
|
|
2025
Q3 | $47.3K | Buy |
1,058
+4
| +0.4% | +$175 | ﹤0.01% | 347 |
|
|
2025
Q2 | $44.7K | Buy |
1,054
+6
| +0.6% | +$250 | ﹤0.01% | 355 |
|
|
2025
Q1 | $49K | Sell |
1,048
-202
| -16% | -$9.11K | ﹤0.01% | 343 |
|
|
2024
Q4 | $53.5K | Sell |
1,250
-400
| -24% | -$18.2K | ﹤0.01% | 336 |
|
|
2024
Q3 | $72.4K | Buy |
1,650
+400
| +32% | +$17.9K | 0.01% | 333 |
|
|
2024
Q2 | $57K | Buy |
1,250
+206
| +20% | +$9.6K | 0.01% | 319 |
|
|
2024
Q1 | $49.3K | Buy |
1,044
+580
| +125% | +$24.9K | 0.01% | 337 |
|
|
2023
Q4 | $19.5K | Sell |
464
-378
| -45% | -$16.2K | ﹤0.01% | 458 |
|
|
2023
Q3 | $38.1K | Sell |
842
-292
| -26% | -$12.8K | ﹤0.01% | 329 |
|
|
2023
Q2 | $46K | Buy |
1,134
+464
| +69% | +$18.9K | 0.01% | 314 |
|
|
2023
Q1 | $27.7K | Sell |
670
-1,446
| -68% | -$61.8K | ﹤0.01% | 383 |
|
|
2022
Q4 | $92.5K | Buy |
2,116
+632
| +43% | +$27.5K | 0.01% | 239 |
|
|
2022
Q3 | $53K | Sell |
1,484
-1,500
| -50% | -$56.7K | 0.01% | 297 |
|
|
2022
Q2 | $107K | Sell |
2,984
-1,866
| -38% | -$74.9K | 0.02% | 205 |
|
|
2022
Q1 | $185K | Buy |
4,850
+3,018
| +165% | +$105K | 0.03% | 170 |
|
|
2021
Q4 | $51K | Sell |
1,832
-6,826
| -79% | -$193K | 0.01% | 357 |
|
|
2021
Q3 | $225K | Buy |
8,658
+6,126
| +242% | +$152K | 0.05% | 173 |
|
|
2021
Q2 | $68K | Hold |
2,532
| – | – | 0.02% | 311 |
|
|
2021
Q1 | $62K | Sell |
2,532
-1,000
| -28% | -$23.1K | 0.02% | 317 |
|
|
2020
Q4 | $67K | Sell |
3,532
-2,320
| -40% | -$40K | 0.02% | 303 |
|
|
2020
Q3 | $88K | Hold |
5,852
| – | – | 0.03% | 253 |
|
|
2020
Q2 | $111K | Buy |
5,852
+4,804
| +458% | +$89.3K | 0.04% | 197 |
|
|
2020
Q1 | $15K | Sell |
1,048
-1,752
| -63% | -$41.6K | 0.01% | 444 |
|
|
2019
Q4 | $84K | Sell |
2,800
-11,634
| -81% | -$345K | 0.03% | 252 |
|
|
2019
Q3 | $427K | Buy |
14,434
+284
| +2% | +$8.59K | 0.12% | 95 |
|
|
2019
Q2 | $451K | Hold |
14,150
| – | – | 0.14% | 92 |
|
|
2019
Q1 | $468K | Buy |
14,150
+962
| +7% | +$30.9K | 0.15% | 85 |
|
|
2018
Q4 | $378K | Buy |
13,188
+708
| +6% | +$23.7K | 0.13% | 92 |
|
|
2018
Q3 | $473K | Hold |
12,480
| – | – | 0.15% | 78 |
|
|
2018
Q2 | $474K | Sell |
12,480
-180
| -1% | -$6.69K | 0.24% | 76 |
|
|
2018
Q1 | $427K | Buy |
12,660
+262
| +2% | +$9.27K | 0.23% | 83 |
|
|
2017
Q4 | $448K | Sell |
12,398
-4,102
| -25% | -$141K | 0.25% | 74 |
|
|
2017
Q3 | $565K | Sell |
16,500
-2,228
| -12% | -$72.5K | 0.34% | 63 |
|
|
2017
Q2 | $608K | Buy |
18,728
+1,300
| +7% | +$43.7K | 0.38% | 59 |
|
|
2017
Q1 | $609K | Hold |
17,428
| – | – | 0.37% | 63 |
|
|
2016
Q4 | $656K | Buy |
17,428
+20
| +0.1% | +$723 | 0.41% | 53 |
|
|
2016
Q3 | $615K | Buy |
17,408
+30
| +0.2% | +$1.03K | 0.42% | 50 |
|
|
2016
Q2 | $593K | Hold |
17,378
| – | – | 0.43% | 46 |
|
|
2016
Q1 | $538K | Sell |
17,378
-1,680
| -9% | -$48.7K | 0.41% | 55 |
|
|
2015
Q4 | $575K | Buy |
19,058
+780
| +4% | +$25.7K | 0.43% | 53 |
|
|
2015
Q3 | $559K | Buy |
18,278
+17,030
| +1,365% | +$574K | 0.44% | 52 |
|
|
2015
Q2 | $47K | Hold |
1,248
| – | – | 0.03% | 309 |
|
|
2015
Q1 | $48K | Sell |
1,248
-12,250
| -91% | -$475K | 0.03% | 292 |
|
|
2014
Q4 | $534K | Buy |
13,498
+12,598
| +1,400% | +$524K | 0.39% | 53 |
|
|
2014
Q3 | $41K | Hold |
900
| – | – | 0.04% | 291 |
|
|
2014
Q2 | $45K | Hold |
900
| – | – | 0.04% | 249 |
|
|
2014
Q1 | $40K | Hold |
900
| – | – | 0.04% | 186 |
|
|
2013
Q4 | $40K | Hold |
900
| – | – | 0.02% | 266 |
|
|
2013
Q3 | $37K | Hold |
900
| – | – | 0.02% | 223 |
|
|
2013
Q2 | $35K | Buy |
+900
| New | +$35.7K | 0.03% | 199 |
|
Other funds holding XLE
VMPIC
MMH