Plante Moran Financial Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.1K | Buy |
+288
| New | +$13K | ﹤0.01% | 526 |
|
|
2025
Q3 | – | Sell |
-620
| Closed | -$25.3K | – | 875 |
|
|
2025
Q2 | $25.3K | Hold |
620
| – | – | ﹤0.01% | 446 |
|
|
2025
Q1 | $24.4K | Buy |
+620
| New | +$24.2K | ﹤0.01% | 451 |
|
|
2023
Q4 | – | Sell |
-110
| Closed | -$3.24K | – | 899 |
|
|
2023
Q3 | $3.24K | Buy |
+110
| New | +$3.55K | ﹤0.01% | 635 |
|
|
2022
Q2 | – | Sell |
-170
| Closed | -$6K | – | 1065 |
|
|
2022
Q1 | $6K | Buy |
+170
| New | +$5.89K | ﹤0.01% | 668 |
|
|
2021
Q4 | – | Sell |
-6,492
| Closed | -$207K | – | 1119 |
|
|
2021
Q3 | $207K | Buy |
6,492
+6,072
| +1,446% | +$203K | 0.05% | 185 |
|
|
2021
Q2 | $13K | Buy |
+420
| New | +$13.7K | ﹤0.01% | 646 |
|
|
2020
Q4 | – | Sell |
-1,210
| Closed | -$36K | – | 1007 |
|
|
2020
Q3 | $36K | Buy |
1,210
+248
| +26% | +$7.36K | 0.01% | 379 |
|
|
2020
Q2 | $27K | Sell |
962
-820
| -46% | -$23.6K | 0.01% | 382 |
|
|
2020
Q1 | $49K | Hold |
1,782
| – | – | 0.02% | 262 |
|
|
2019
Q4 | $58K | Sell |
1,782
-5,550
| -76% | -$176K | 0.02% | 302 |
|
|
2019
Q3 | $237K | Buy |
7,332
+206
| +3% | +$6.36K | 0.07% | 139 |
|
|
2019
Q2 | $212K | Hold |
7,126
| – | – | 0.07% | 141 |
|
|
2019
Q1 | $207K | Buy |
7,126
+1,486
| +26% | +$41.3K | 0.06% | 145 |
|
|
2018
Q4 | $149K | Buy |
5,640
+44
| +0.8% | +$1.2K | 0.05% | 163 |
|
|
2018
Q3 | $147K | Sell |
5,596
-2,090
| -27% | -$55.5K | 0.05% | 174 |
|
|
2018
Q2 | $200K | Buy |
7,686
+7,220
| +1,549% | +$182K | 0.1% | 161 |
|
|
2018
Q1 | $12K | Buy |
466
+226
| +94% | +$5.64K | 0.01% | 583 |
|
|
2017
Q4 | $6K | Hold |
240
| – | – | ﹤0.01% | 691 |
|
|
2017
Q3 | $6K | Sell |
240
-1,724
| -88% | -$46.3K | ﹤0.01% | 637 |
|
|
2017
Q2 | $51K | Buy |
1,964
+664
| +51% | +$17.4K | 0.03% | 313 |
|
|
2017
Q1 | $33K | Sell |
1,300
-44
| -3% | -$1.1K | 0.02% | 389 |
|
|
2016
Q4 | $33K | Sell |
1,344
-1,940
| -59% | -$46.3K | 0.02% | 400 |
|
|
2016
Q3 | $80K | Buy |
3,284
+2,036
| +163% | +$51.7K | 0.05% | 239 |
|
|
2016
Q2 | $33K | Hold |
1,248
| – | – | 0.02% | 354 |
|
|
2016
Q1 | $31K | Hold |
1,248
| – | – | 0.02% | 329 |
|
|
2015
Q4 | $27K | Buy |
1,248
+648
| +108% | +$14K | 0.02% | 401 |
|
|
2015
Q3 | $13K | Hold |
600
| – | – | 0.01% | 450 |
|
|
2015
Q2 | $12K | Hold |
600
| – | – | 0.01% | 502 |
|
|
2015
Q1 | $13K | Hold |
600
| – | – | 0.01% | 482 |
|
|
2014
Q4 | $14K | Hold |
600
| – | – | 0.01% | 476 |
|
|
2014
Q3 | $13K | Hold |
600
| – | – | 0.01% | 491 |
|
|
2014
Q2 | $13K | Hold |
600
| – | – | 0.01% | 465 |
|
|
2014
Q1 | $12K | Sell |
600
-1,944
| -76% | -$38.3K | 0.01% | 332 |
|
|
2013
Q4 | $48K | Sell |
2,544
-864
| -25% | -$16.5K | 0.03% | 251 |
|
|
2013
Q3 | $64K | Hold |
3,408
| – | – | 0.04% | 167 |
|
|
2013
Q2 | $64K | Buy |
+3,408
| New | +$66.8K | 0.05% | 146 |
|
Other funds holding XLU
Plante Moran Financial Advisors's XLU Position: Q2 2026 in Review
Plante Moran Financial Advisors opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 288 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #526 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in XLU as recently as Q2 2025.
Plante Moran Financial Advisors first reported a position in XLU in Q2 2013 and has held it in 37 quarters since. The position peaked at $237K in Q3 2019. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Plante Moran Financial Advisors held 288 shares of State Street Utilities Select Sector SPDR ETF worth $13.1K as of Q2 2026.
- State Street Utilities Select Sector SPDR ETF was a new Plante Moran Financial Advisors position in Q2 2026.
- State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #526 holding.
- Plante Moran Financial Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and has held it in 37 quarters since.
- Plante Moran Financial Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $237K in Q3 2019.
- 1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.