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Plante Moran Financial Advisors’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Plante Moran Financial Advisors’s Portfolio XSW Stock Details XSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-58
Closed -$3K – 808
2014
Q4 		$3K Buy
+58
New +$2.62K ﹤0.01% 740

Other funds holding XSW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Winfield Associates Cleveland, Ohio $276M AUM 15.18% 1-Year Est. Return

Plante Moran Financial Advisors's XSW Position: Q1 2015 in Review

Plante Moran Financial Advisors sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q1 2015, closing a stake of 58 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in XSW in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 14 funds tracked by Wall St. Rank hold XSW as of Q1 2015.

  • Plante Moran Financial Advisors reported no remaining State Street SPDR S&P Software & Services ETF position as of Q1 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 58 State Street SPDR S&P Software & Services ETF shares in Q1 2015, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's State Street SPDR S&P Software & Services ETF position peaked at $3K in Q4 2014.
  • 14 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2015, filed 24 Apr 2015.