Plante Moran Financial Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.4K | Buy |
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|
2025
Q1 | $91.7K | Hold |
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|
2024
Q4 | $89K | Sell |
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|
2024
Q3 | $95.9K | Buy |
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|
2024
Q2 | $69.2K | Sell |
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|
2024
Q1 | $259K | Buy |
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|
2023
Q4 | $68.3K | Sell |
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|
2023
Q3 | $83.4K | Buy |
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|
2023
Q2 | $56.8K | Buy |
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|
2023
Q1 | $46K | Sell |
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|
2022
Q4 | $101K | Sell |
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|
2022
Q3 | $95K | Buy |
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|
2022
Q2 | $93K | Hold |
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|
2022
Q1 | $114K | Sell |
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|
2021
Q4 | $200K | Hold |
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|
2021
Q3 | $192K | Sell |
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|
2021
Q2 | $204K | Buy |
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|
2021
Q1 | $172K | Buy |
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|
2020
Q4 | $49K | Hold |
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|
2020
Q3 | $40K | Sell |
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|
2020
Q2 | $75K | Buy |
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|
2020
Q1 | $50K | Sell |
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|
2019
Q4 | $85K | Sell |
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|
2019
Q3 | $234K | Hold |
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|
2019
Q2 | $231K | Sell |
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|
2019
Q1 | $218K | Buy |
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|
2018
Q4 | $158K | Sell |
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|
2018
Q3 | $289K | Hold |
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|
2018
Q2 | $278K | Sell |
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|
2018
Q1 | $292K | Buy |
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|
2017
Q4 | $261K | Sell |
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|
2017
Q3 | $267K | Buy |
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|
2017
Q2 | $248K | Buy |
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|
2017
Q1 | $151K | Sell |
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|
2016
Q4 | $148K | Buy |
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|
2016
Q3 | $122K | Sell |
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|
2016
Q2 | $144K | Buy |
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|
2016
Q1 | $17K | Sell |
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|
2015
Q4 | $21K | Buy |
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|
2015
Q3 | $17K | Hold |
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|
2015
Q2 | $19K | Hold |
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|
2015
Q1 | $19K | Hold |
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|
2014
Q4 | $19K | Hold |
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|
2014
Q3 | $18K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $10K | Hold |
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|
2013
Q4 | $10K | Hold |
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|
2013
Q3 | $9K | Hold |
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|
2013
Q2 | $9K | Buy |
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