Plante Moran Financial Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.39K | Hold |
116
| – | – | ﹤0.01% | 570 |
|
|
2025
Q1 | $9.47K | Hold |
116
| – | – | ﹤0.01% | 576 |
|
|
2024
Q4 | $9.12K | Sell |
116
-265
| -70% | -$20.8K | ﹤0.01% | 590 |
|
|
2024
Q3 | $31.6K | Hold |
381
| – | – | ﹤0.01% | 458 |
|
|
2024
Q2 | $29.2K | Sell |
381
-130
| -25% | -$9.96K | ﹤0.01% | 417 |
|
|
2024
Q1 | $39K | Sell |
511
-107
| -17% | -$8.17K | ﹤0.01% | 395 |
|
|
2023
Q4 | $44.5K | Buy |
618
+107
| +21% | +$7.71K | ﹤0.01% | 331 |
|
|
2023
Q3 | $35.2K | Hold |
511
| – | – | ﹤0.01% | 340 |
|
|
2023
Q2 | $37.9K | Hold |
511
| – | – | ﹤0.01% | 340 |
|
|
2023
Q1 | $38.2K | Sell |
511
-254
| -33% | -$19K | 0.01% | 331 |
|
|
2022
Q4 | $57K | Buy |
765
+9
| +1% | +$671 | 0.01% | 292 |
|
|
2022
Q3 | $50K | Hold |
756
| – | – | 0.01% | 308 |
|
|
2022
Q2 | $55K | Sell |
756
-315
| -29% | -$22.9K | 0.01% | 303 |
|
|
2022
Q1 | $81K | Buy |
1,071
+315
| +42% | +$23.8K | 0.02% | 254 |
|
|
2021
Q4 | $58K | Sell |
756
-506
| -40% | -$38.8K | 0.01% | 336 |
|
|
2021
Q3 | $87K | Buy |
1,262
+506
| +67% | +$34.9K | 0.02% | 292 |
|
|
2021
Q2 | $53K | Sell |
756
-484
| -39% | -$33.9K | 0.01% | 361 |
|
|
2021
Q1 | $85K | Sell |
1,240
-221
| -15% | -$15.1K | 0.02% | 274 |
|
|
2020
Q4 | $99K | Buy |
1,461
+845
| +137% | +$57.3K | 0.03% | 252 |
|
|
2020
Q3 | $39K | Hold |
616
| – | – | 0.01% | 366 |
|
|
2020
Q2 | $36K | Hold |
616
| – | – | 0.01% | 342 |
|
|
2020
Q1 | $34K | Hold |
616
| – | – | 0.02% | 315 |
|
|
2019
Q4 | $39K | Sell |
616
-23,330
| -97% | -$1.48M | 0.01% | 355 |
|
|
2019
Q3 | $1.47M | Hold |
23,946
| – | – | 0.43% | 30 |
|
|
2019
Q2 | $1.39M | Sell |
23,946
-211
| -0.9% | -$12.3K | 0.43% | 34 |
|
|
2019
Q1 | $1.36M | Buy |
24,157
+222
| +0.9% | +$12.5K | 0.42% | 34 |
|
|
2018
Q4 | $1.22M | Sell |
23,935
-953
| -4% | -$48.4K | 0.42% | 35 |
|
|
2018
Q3 | $1.34M | Sell |
24,888
-3,385
| -12% | -$183K | 0.44% | 29 |
|
|
2018
Q2 | $1.46M | Buy |
28,273
+26,605
| +1,595% | +$1.37M | 0.74% | 23 |
|
|
2018
Q1 | $88K | Buy |
1,668
+175
| +12% | +$9.23K | 0.05% | 254 |
|
|
2017
Q4 | $85K | Sell |
1,493
-978
| -40% | -$55.7K | 0.05% | 251 |
|
|
2017
Q3 | $133K | Buy |
2,471
+1
| +0% | +$54 | 0.08% | 162 |
|
|
2017
Q2 | $136K | Buy |
2,470
+682
| +38% | +$37.6K | 0.09% | 164 |
|
|
2017
Q1 | $98K | Sell |
1,788
-54
| -3% | -$2.96K | 0.06% | 206 |
|
|
2016
Q4 | $95K | Sell |
1,842
-432
| -19% | -$22.3K | 0.06% | 225 |
|
|
2016
Q3 | $121K | Buy |
2,274
+394
| +21% | +$21K | 0.08% | 179 |
|
|
2016
Q2 | $104K | Buy |
1,880
+1
| +0.1% | +$55 | 0.08% | 181 |
|
|
2016
Q1 | $100K | Buy |
1,879
+5
| +0.3% | +$266 | 0.08% | 177 |
|
|
2015
Q4 | $95K | Buy |
1,874
+618
| +49% | +$31.3K | 0.07% | 194 |
|
|
2015
Q3 | $59K | Buy |
1,256
+306
| +32% | +$14.4K | 0.05% | 242 |
|
|
2015
Q2 | $45K | Sell |
950
-60
| -6% | -$2.84K | 0.03% | 316 |
|
|
2015
Q1 | $49K | Hold |
1,010
| – | – | 0.03% | 287 |
|
|
2014
Q4 | $49K | Hold |
1,010
| – | – | 0.04% | 282 |
|
|
2014
Q3 | $46K | Hold |
1,010
| – | – | 0.04% | 270 |
|
|
2014
Q2 | $45K | Hold |
1,010
| – | – | 0.04% | 250 |
|
|
2014
Q1 | $43K | Hold |
1,010
| – | – | 0.05% | 179 |
|
|
2013
Q4 | $43K | Hold |
1,010
| – | – | 0.02% | 259 |
|
|
2013
Q3 | $40K | Hold |
1,010
| – | – | 0.02% | 215 |
|
|
2013
Q2 | $40K | Buy |
+1,010
| New | +$40K | 0.03% | 186 |
|