Plante Moran Financial Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Hold |
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|
2025
Q1 | $95.5K | Hold |
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|
2024
Q4 | $96K | Hold |
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|
2024
Q3 | $98.7K | Hold |
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|
2024
Q2 | $88.8K | Buy |
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|
2024
Q1 | $91.6K | Buy |
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|
2023
Q4 | $35.1K | Hold |
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|
2023
Q3 | $31.2K | Hold |
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|
2023
Q2 | $33.1K | Hold |
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|
2023
Q1 | $31.2K | Sell |
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|
2022
Q4 | $83.3K | Buy |
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|
2022
Q3 | $30K | Buy |
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|
2022
Q2 | $27K | Sell |
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|
2022
Q1 | $84K | Buy |
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|
2021
Q4 | $33K | Sell |
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|
2021
Q3 | $104K | Buy |
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|
2021
Q2 | $44K | Sell |
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|
2021
Q1 | $43K | Buy |
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|
2020
Q4 | $27K | Buy |
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|
2020
Q3 | $19K | Buy |
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|
2020
Q2 | $12K | Sell |
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|
2020
Q1 | $41K | Sell |
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|
2019
Q4 | $90K | Hold |
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|
2019
Q3 | $85K | Hold |
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|
2019
Q2 | $85K | Hold |
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|
2019
Q1 | $83K | Sell |
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|
2018
Q4 | $78K | Sell |
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|
2018
Q3 | $149K | Hold |
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|
2018
Q2 | $137K | Sell |
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|
2018
Q1 | $148K | Buy |
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|
2017
Q4 | $121K | Hold |
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|
2017
Q3 | $114K | Sell |
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|
2017
Q2 | $143K | Buy |
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|
2017
Q1 | $67K | Hold |
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|
2016
Q4 | $64K | Buy |
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|
2016
Q3 | $23K | Sell |
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|
2016
Q2 | $36K | Hold |
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|
2016
Q1 | $36K | Sell |
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|
2015
Q4 | $40K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $100K | Hold |
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|
2015
Q1 | $103K | Sell |
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|
2014
Q4 | $107K | Buy |
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|
2014
Q3 | $98K | Buy |
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