Plante Moran Financial Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
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|
2025
Q1 | $936K | Sell |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $583K | Sell |
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|
2023
Q3 | $519K | Buy |
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|
2023
Q2 | $153K | Sell |
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|
2023
Q1 | $133K | Sell |
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|
2022
Q4 | $132K | Sell |
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|
2022
Q3 | $154K | Buy |
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|
2022
Q2 | $123K | Hold |
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|
2022
Q1 | $154K | Sell |
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|
2021
Q4 | $177K | Sell |
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|
2021
Q3 | $192K | Hold |
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|
2021
Q2 | $190K | Buy |
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|
2021
Q1 | $137K | Buy |
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|
2020
Q4 | $23K | Sell |
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|
2020
Q3 | $114K | Hold |
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|
2020
Q2 | $102K | Sell |
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|
2020
Q1 | $184K | Sell |
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|
2019
Q4 | $227K | Hold |
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|
2019
Q3 | $200K | Hold |
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|
2019
Q2 | $193K | Hold |
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|
2019
Q1 | $183K | Buy |
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|
2018
Q4 | $142K | Sell |
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|
2018
Q3 | $360K | Hold |
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|
2018
Q2 | $332K | Sell |
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|
2018
Q1 | $327K | Sell |
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|
2017
Q4 | $336K | Hold |
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|
2017
Q3 | $311K | Sell |
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|
2017
Q2 | $305K | Buy |
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|
2017
Q1 | $181K | Sell |
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|
2016
Q4 | $173K | Buy |
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|
2016
Q3 | $108K | Buy |
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|
2016
Q2 | $35K | Hold |
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|
2016
Q1 | $35K | Hold |
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|
2015
Q4 | $34K | Hold |
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|
2015
Q3 | $32K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $3K | Buy |
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