Plante Moran Financial Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.4K | Buy |
1,879
+38
| +2% | +$1.99K | 0.01% | 238 |
|
|
2025
Q1 | $91.7K | Hold |
1,841
| – | – | 0.01% | 259 |
|
|
2024
Q4 | $89K | Sell |
1,841
-274
| -13% | -$13.2K | 0.01% | 276 |
|
|
2024
Q3 | $95.9K | Buy |
2,115
+431
| +26% | +$19.5K | 0.01% | 291 |
|
|
2024
Q2 | $69.2K | Sell |
1,684
-4,475
| -73% | -$184K | 0.01% | 291 |
|
|
2024
Q1 | $259K | Buy |
6,159
+4,342
| +239% | +$183K | 0.03% | 147 |
|
|
2023
Q4 | $68.3K | Sell |
1,817
-696
| -28% | -$26.2K | 0.01% | 289 |
|
|
2023
Q3 | $83.4K | Buy |
2,513
+829
| +49% | +$27.5K | 0.01% | 247 |
|
|
2023
Q2 | $56.8K | Buy |
1,684
+252
| +18% | +$8.5K | 0.01% | 285 |
|
|
2023
Q1 | $46K | Sell |
1,432
-1,533
| -52% | -$49.3K | 0.01% | 303 |
|
|
2022
Q4 | $101K | Sell |
2,965
-161
| -5% | -$5.51K | 0.01% | 226 |
|
|
2022
Q3 | $95K | Buy |
3,126
+161
| +5% | +$4.89K | 0.02% | 221 |
|
|
2022
Q2 | $93K | Hold |
2,965
| – | – | 0.02% | 224 |
|
|
2022
Q1 | $114K | Sell |
2,965
-2,160
| -42% | -$83K | 0.02% | 211 |
|
|
2021
Q4 | $200K | Hold |
5,125
| – | – | 0.03% | 182 |
|
|
2021
Q3 | $192K | Sell |
5,125
-434
| -8% | -$16.3K | 0.04% | 189 |
|
|
2021
Q2 | $204K | Buy |
5,559
+520
| +10% | +$19.1K | 0.05% | 170 |
|
|
2021
Q1 | $172K | Buy |
5,039
+3,373
| +202% | +$115K | 0.05% | 190 |
|
|
2020
Q4 | $49K | Hold |
1,666
| – | – | 0.02% | 366 |
|
|
2020
Q3 | $40K | Sell |
1,666
-1,572
| -49% | -$37.7K | 0.01% | 360 |
|
|
2020
Q2 | $75K | Buy |
3,238
+854
| +36% | +$19.8K | 0.03% | 249 |
|
|
2020
Q1 | $50K | Sell |
2,384
-381
| -14% | -$7.99K | 0.02% | 259 |
|
|
2019
Q4 | $85K | Sell |
2,765
-5,610
| -67% | -$172K | 0.03% | 247 |
|
|
2019
Q3 | $234K | Hold |
8,375
| – | – | 0.07% | 140 |
|
|
2019
Q2 | $231K | Sell |
8,375
-95
| -1% | -$2.62K | 0.07% | 127 |
|
|
2019
Q1 | $218K | Buy |
8,470
+1,836
| +28% | +$47.3K | 0.07% | 138 |
|
|
2018
Q4 | $158K | Sell |
6,634
-3,828
| -37% | -$91.2K | 0.05% | 152 |
|
|
2018
Q3 | $289K | Hold |
10,462
| – | – | 0.09% | 117 |
|
|
2018
Q2 | $278K | Sell |
10,462
-130
| -1% | -$3.45K | 0.14% | 120 |
|
|
2018
Q1 | $292K | Buy |
10,592
+1,234
| +13% | +$34K | 0.16% | 114 |
|
|
2017
Q4 | $261K | Sell |
9,358
-960
| -9% | -$26.8K | 0.14% | 113 |
|
|
2017
Q3 | $267K | Buy |
10,318
+282
| +3% | +$7.3K | 0.16% | 101 |
|
|
2017
Q2 | $248K | Buy |
10,036
+3,659
| +57% | +$90.4K | 0.16% | 107 |
|
|
2017
Q1 | $151K | Sell |
6,377
-10
| -0.2% | -$237 | 0.09% | 155 |
|
|
2016
Q4 | $148K | Buy |
6,387
+65
| +1% | +$1.51K | 0.09% | 164 |
|
|
2016
Q3 | $122K | Sell |
6,322
-880
| -12% | -$17K | 0.08% | 178 |
|
|
2016
Q2 | $144K | Buy |
7,202
+6,323
| +719% | +$126K | 0.1% | 144 |
|
|
2016
Q1 | $17K | Sell |
879
-120
| -12% | -$2.32K | 0.01% | 402 |
|
|
2015
Q4 | $21K | Buy |
999
+120
| +14% | +$2.52K | 0.02% | 444 |
|
|
2015
Q3 | $17K | Hold |
879
| – | – | 0.01% | 405 |
|
|
2015
Q2 | $19K | Hold |
879
| – | – | 0.01% | 425 |
|
|
2015
Q1 | $19K | Hold |
879
| – | – | 0.01% | 414 |
|
|
2014
Q4 | $19K | Hold |
879
| – | – | 0.01% | 411 |
|
|
2014
Q3 | $18K | Buy |
+879
| New | +$18K | 0.02% | 424 |
|
|
2014
Q2 | – | Sell |
-513
| Closed | -$10K | – | 858 |
|
|
2014
Q1 | $10K | Hold |
513
| – | – | 0.01% | 375 |
|
|
2013
Q4 | $10K | Hold |
513
| – | – | 0.01% | 457 |
|
|
2013
Q3 | $9K | Hold |
513
| – | – | 0.01% | 407 |
|
|
2013
Q2 | $9K | Buy |
+513
| New | +$9K | 0.01% | 369 |
|