Plante Moran Financial Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.09K | Hold |
|
|||||
|
2025
Q2 | $9.39K | Hold |
|
|||||
|
2025
Q1 | $9.47K | Hold |
|
|||||
|
2024
Q4 | $9.12K | Sell |
|
|||||
|
2024
Q3 | $31.6K | Hold |
|
|||||
|
2024
Q2 | $29.2K | Sell |
|
|||||
|
2024
Q1 | $39K | Sell |
|
|||||
|
2023
Q4 | $44.5K | Buy |
|
|||||
|
2023
Q3 | $35.2K | Hold |
|
|||||
|
2023
Q2 | $37.9K | Hold |
|
|||||
|
2023
Q1 | $38.2K | Sell |
|
|||||
|
2022
Q4 | $57K | Buy |
|
|||||
|
2022
Q3 | $50K | Hold |
|
|||||
|
2022
Q2 | $55K | Sell |
|
|||||
|
2022
Q1 | $81K | Buy |
|
|||||
|
2021
Q4 | $58K | Sell |
|
|||||
|
2021
Q3 | $87K | Buy |
|
|||||
|
2021
Q2 | $53K | Sell |
|
|||||
|
2021
Q1 | $85K | Sell |
|
|||||
|
2020
Q4 | $99K | Buy |
|
|||||
|
2020
Q3 | $39K | Hold |
|
|||||
|
2020
Q2 | $36K | Hold |
|
|||||
|
2020
Q1 | $34K | Hold |
|
|||||
|
2019
Q4 | $39K | Sell |
|
|||||
|
2019
Q3 | $1.47M | Hold |
|
|||||
|
2019
Q2 | $1.39M | Sell |
|
|||||
|
2019
Q1 | $1.35M | Buy |
|
|||||
|
2018
Q4 | $1.22M | Sell |
|
|||||
|
2018
Q3 | $1.34M | Sell |
|
|||||
|
2018
Q2 | $1.46M | Buy |
|
|||||
|
2018
Q1 | $88K | Buy |
|
|||||
|
2017
Q4 | $85K | Sell |
|
|||||
|
2017
Q3 | $133K | Buy |
|
|||||
|
2017
Q2 | $136K | Buy |
|
|||||
|
2017
Q1 | $98K | Sell |
|
|||||
|
2016
Q4 | $95K | Sell |
|
|||||
|
2016
Q3 | $121K | Buy |
|
|||||
|
2016
Q2 | $104K | Buy |
|
|||||
|
2016
Q1 | $100K | Buy |
|
|||||
|
2015
Q4 | $95K | Buy |
|
|||||
|
2015
Q3 | $59K | Buy |
|
|||||
|
2015
Q2 | $45K | Sell |
|
|||||
|
2015
Q1 | $49K | Hold |
|
|||||
|
2014
Q4 | $49K | Hold |
|
|||||
|
2014
Q3 | $46K | Hold |
|
|||||
|
2014
Q2 | $45K | Hold |
|
|||||
|
2014
Q1 | $43K | Hold |
|
|||||
|
2013
Q4 | $43K | Hold |
|
|||||
|
2013
Q3 | $40K | Hold |
|
|||||
|
2013
Q2 | $40K | Buy |
|