Plante Moran Financial Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
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|
2025
Q1 | $277K | Buy |
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|
2024
Q4 | $295K | Hold |
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|
2024
Q3 | $263K | Hold |
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|
2024
Q2 | $240K | Sell |
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|
2024
Q1 | $253K | Buy |
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|
2023
Q4 | $211K | Sell |
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|
2023
Q3 | $192K | Buy |
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|
2023
Q2 | $184K | Buy |
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|
2023
Q1 | $136K | Hold |
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|
2022
Q4 | $118K | Buy |
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|
2022
Q3 | $90K | Buy |
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|
2022
Q2 | $84K | Buy |
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|
2022
Q1 | $108K | Buy |
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|
2021
Q4 | $93K | Hold |
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|
2021
Q3 | $82K | Sell |
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|
2021
Q2 | $84K | Buy |
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|
2021
Q1 | $49K | Buy |
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|
2020
Q4 | $36K | Sell |
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|
2020
Q3 | $170K | Sell |
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|
2020
Q2 | $171K | Hold |
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|
2020
Q1 | $131K | Hold |
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|
2019
Q4 | $168K | Hold |
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|
2019
Q3 | $162K | Hold |
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|
2019
Q2 | $160K | Hold |
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|
2019
Q1 | $153K | Buy |
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|
2018
Q4 | $55K | Buy |
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|
2018
Q3 | $57K | Hold |
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|
2018
Q2 | $53K | Sell |
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|
2018
Q1 | $67K | Buy |
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|
2017
Q4 | $43K | Hold |
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|
2017
Q3 | $39K | Sell |
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|
2017
Q2 | $57K | Sell |
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|
2017
Q1 | $67K | Hold |
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|
2016
Q4 | $62K | Buy |
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|
2016
Q3 | $29K | Hold |
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|
2016
Q2 | $28K | Sell |
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|
2016
Q1 | $78K | Sell |
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|
2015
Q4 | $81K | Buy |
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|
2015
Q3 | $46K | Buy |
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|
2015
Q2 | $47K | Hold |
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|
2015
Q1 | $46K | Sell |
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|
2014
Q4 | $47K | Buy |
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|
2014
Q3 | $41K | Hold |
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|
2014
Q2 | $41K | Hold |
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|
2014
Q1 | $40K | Buy |
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