Plante Moran Financial Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
1,257
-146
| -10% | -$31.7K | 0.02% | 133 |
|
|
2025
Q1 | $277K | Buy |
1,403
+89
| +7% | +$17.6K | 0.02% | 129 |
|
|
2024
Q4 | $295K | Hold |
1,314
| – | – | 0.02% | 132 |
|
|
2024
Q3 | $263K | Hold |
1,314
| – | – | 0.02% | 145 |
|
|
2024
Q2 | $240K | Sell |
1,314
-61
| -4% | -$11.1K | 0.02% | 156 |
|
|
2024
Q1 | $253K | Buy |
1,375
+194
| +16% | +$35.7K | 0.03% | 151 |
|
|
2023
Q4 | $211K | Sell |
1,181
-13
| -1% | -$2.33K | 0.02% | 160 |
|
|
2023
Q3 | $192K | Buy |
1,194
+113
| +10% | +$18.2K | 0.02% | 148 |
|
|
2023
Q2 | $184K | Buy |
1,081
+170
| +19% | +$28.9K | 0.02% | 166 |
|
|
2023
Q1 | $136K | Hold |
911
| – | – | 0.02% | 191 |
|
|
2022
Q4 | $118K | Buy |
911
+282
| +45% | +$36.4K | 0.02% | 213 |
|
|
2022
Q3 | $90K | Buy |
629
+15
| +2% | +$2.15K | 0.02% | 228 |
|
|
2022
Q2 | $84K | Buy |
614
+31
| +5% | +$4.24K | 0.01% | 238 |
|
|
2022
Q1 | $108K | Buy |
583
+128
| +28% | +$23.7K | 0.02% | 222 |
|
|
2021
Q4 | $93K | Hold |
455
| – | – | 0.02% | 265 |
|
|
2021
Q3 | $82K | Sell |
455
-16
| -3% | -$2.88K | 0.02% | 297 |
|
|
2021
Q2 | $84K | Buy |
471
+182
| +63% | +$32.5K | 0.02% | 275 |
|
|
2021
Q1 | $49K | Buy |
289
+67
| +30% | +$11.4K | 0.01% | 375 |
|
|
2020
Q4 | $36K | Sell |
222
-933
| -81% | -$151K | 0.01% | 413 |
|
|
2020
Q3 | $170K | Sell |
1,155
-185
| -14% | -$27.2K | 0.06% | 176 |
|
|
2020
Q2 | $171K | Hold |
1,340
| – | – | 0.07% | 148 |
|
|
2020
Q1 | $131K | Hold |
1,340
| – | – | 0.06% | 162 |
|
|
2019
Q4 | $168K | Hold |
1,340
| – | – | 0.06% | 176 |
|
|
2019
Q3 | $162K | Hold |
1,340
| – | – | 0.05% | 184 |
|
|
2019
Q2 | $160K | Hold |
1,340
| – | – | 0.05% | 177 |
|
|
2019
Q1 | $153K | Buy |
1,340
+784
| +141% | +$89.5K | 0.05% | 179 |
|
|
2018
Q4 | $55K | Buy |
556
+68
| +14% | +$6.73K | 0.02% | 270 |
|
|
2018
Q3 | $57K | Hold |
488
| – | – | 0.02% | 273 |
|
|
2018
Q2 | $53K | Sell |
488
-170
| -26% | -$18.5K | 0.03% | 314 |
|
|
2018
Q1 | $67K | Buy |
658
+225
| +52% | +$22.9K | 0.04% | 297 |
|
|
2017
Q4 | $43K | Hold |
433
| – | – | 0.02% | 376 |
|
|
2017
Q3 | $39K | Sell |
433
-200
| -32% | -$18K | 0.02% | 361 |
|
|
2017
Q2 | $57K | Sell |
633
-128
| -17% | -$11.5K | 0.04% | 282 |
|
|
2017
Q1 | $67K | Hold |
761
| – | – | 0.04% | 262 |
|
|
2016
Q4 | $62K | Buy |
761
+400
| +111% | +$32.6K | 0.04% | 289 |
|
|
2016
Q3 | $29K | Hold |
361
| – | – | 0.02% | 413 |
|
|
2016
Q2 | $28K | Sell |
361
-620
| -63% | -$48.1K | 0.02% | 378 |
|
|
2016
Q1 | $78K | Sell |
981
-52
| -5% | -$4.14K | 0.06% | 205 |
|
|
2015
Q4 | $81K | Buy |
1,033
+418
| +68% | +$32.8K | 0.06% | 217 |
|
|
2015
Q3 | $46K | Buy |
615
+2
| +0.3% | +$150 | 0.04% | 269 |
|
|
2015
Q2 | $47K | Hold |
613
| – | – | 0.03% | 309 |
|
|
2015
Q1 | $46K | Sell |
613
-38
| -6% | -$2.85K | 0.03% | 299 |
|
|
2014
Q4 | $47K | Buy |
651
+38
| +6% | +$2.74K | 0.03% | 289 |
|
|
2014
Q3 | $41K | Hold |
613
| – | – | 0.04% | 292 |
|
|
2014
Q2 | $41K | Hold |
613
| – | – | 0.04% | 264 |
|
|
2014
Q1 | $40K | Buy |
+613
| New | +$40K | 0.04% | 187 |
|