Plante Moran Financial Advisors, LLC Select Sector Spdr Fd Material Transaction History

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 414 shares of XLB stock, worth $36,411. This represents 0.0% of its overall portfolio holdings.

Number of Shares
414
Previous 412 0.49%
Holding current value
$36,411
Previous $36,000 8.33%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$86.95 - $97.09 $173 - $194
2 Added 0.49%
414 $39,000
Q3 2023

Nov 07, 2023
BUY
$77.84 - $85.72 $7,784 - $8,572
100 Added 32.05%
412 $32,000
Q1 2023

May 08, 2023
BUY
$75.51 - $85.21 $5,889 - $6,646
78 Added 33.33%
312 $25,000
Q4 2022

Feb 09, 2023
BUY
$68.18 - $83.76 $15,954 - $19,599
234 New
234 $18,000
Q2 2022

Aug 02, 2022
SELL
$73.54 - $90.55 $19,267 - $23,724
-262 Closed
0 $0
Q1 2022

May 06, 2022
BUY
$79.77 - $90.53 $20,899 - $23,718
262 New
262 $23,000
Q4 2021

Feb 09, 2022
SELL
$80.02 - $90.61 $51,612 - $58,443
-645 Closed
0 $0
Q3 2021

Nov 08, 2021
BUY
$79.11 - $86.51 $51,025 - $55,798
645 New
645 $51,000
Q4 2020

Feb 09, 2021
SELL
$61.94 - $72.39 $8,857 - $10,351
-143 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$56.47 - $66.87 $8,075 - $9,562
143 New
143 $9,000
Q3 2019

Nov 13, 2019
SELL
$56.94 - $59.14 $1,708 - $1,774
-30 Closed
0 $0
Q1 2019

May 13, 2019
SELL
N/A
-66 Reduced 68.75%
30 $2,000
Q4 2018

Jan 29, 2019
SELL
N/A
-432 Reduced 81.82%
96 $5,000
Q1 2018

May 01, 2018
BUY
N/A
36 Added 7.32%
528 $30,000
Q3 2017

Nov 08, 2017
BUY
N/A
492
492 $28,000

Others Institutions Holding XLB

# of Institutions
925
Shares Held
57.3M
Call Options Held
22.2M
Put Options Held
24.1M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

XLB Quotes by TradingView
  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email