Plante Moran Financial Advisors, LLC Energy Sector Spdr Transaction History

Plante Moran Financial Advisors, LLC

  • $1.42 Billion
  • Q2 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 527 shares of XLE stock, worth $44,942. This represents 0.0% of its overall portfolio holdings.

Number of Shares
527
Previous 524 0.57%
Holding current value
$44,942
Previous $48,000 8.33%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$76.44 - $94.13 $229 - $282
3 Added 0.57%
527 $44,000
Q1 2025

May 08, 2025
SELL
$85.7 - $93.96 $8,655 - $9,489
-101 Reduced 16.16%
524 $48,000
Q4 2024

Feb 05, 2025
SELL
$83.32 - $97.27 $16,664 - $19,454
-200 Reduced 24.24%
625 $53,000
Q3 2024

Oct 30, 2024
BUY
$84.35 - $93.39 $16,870 - $18,678
200 Added 32.0%
825 $72,000
Q2 2024

Aug 12, 2024
BUY
$88.04 - $98.08 $9,068 - $10,102
103 Added 19.73%
625 $56,000
Q1 2024

May 09, 2024
BUY
$79.91 - $94.41 $23,173 - $27,378
290 Added 125.0%
522 $49,000
Q4 2023

Feb 05, 2024
SELL
$81.2 - $91.96 $15,346 - $17,380
-189 Reduced 44.89%
232 $19,000
Q3 2023

Nov 07, 2023
SELL
$79.09 - $93.36 $11,547 - $13,630
-146 Reduced 25.75%
421 $38,000
Q2 2023

Aug 07, 2023
BUY
$76.59 - $87.23 $17,768 - $20,237
232 Added 69.25%
567 $46,000
Q1 2023

May 08, 2023
SELL
$76.97 - $93.11 $55,649 - $67,318
-723 Reduced 68.34%
335 $27,000
Q4 2022

Feb 09, 2023
BUY
$76.09 - $94.08 $24,044 - $29,729
316 Added 42.59%
1,058 $92,000
Q3 2022

Nov 02, 2022
SELL
$67.49 - $84.09 $50,617 - $63,067
-750 Reduced 50.27%
742 $53,000
Q2 2022

Aug 02, 2022
SELL
$70.66 - $92.28 $65,925 - $86,097
-933 Reduced 38.47%
1,492 $107,000
Q1 2022

May 06, 2022
BUY
$57.22 - $78.75 $86,344 - $118,833
1,509 Added 164.74%
2,425 $185,000
Q4 2021

Feb 09, 2022
SELL
$53.01 - $59.14 $180,923 - $201,844
-3,413 Reduced 78.84%
916 $51,000
Q3 2021

Nov 08, 2021
BUY
$45.79 - $54.81 $140,254 - $167,883
3,063 Added 241.94%
4,329 $225,000
Q1 2021

May 13, 2021
SELL
$37.96 - $53.57 $18,980 - $26,785
-500 Reduced 28.31%
1,266 $62,000
Q4 2020

Feb 09, 2021
SELL
$27.71 - $41.6 $32,143 - $48,256
-1,160 Reduced 39.64%
1,766 $67,000
Q2 2020

Aug 10, 2020
BUY
$27.62 - $46.86 $66,343 - $112,557
2,402 Added 458.4%
2,926 $111,000
Q1 2020

May 07, 2020
SELL
$23.57 - $60.87 $20,647 - $53,322
-876 Reduced 62.57%
524 $15,000
Q4 2019

Feb 14, 2020
SELL
$55.9 - $61.99 $325,170 - $360,595
-5,817 Reduced 80.6%
1,400 $84,000
Q3 2019

Nov 13, 2019
BUY
$59.2 - $63.13 $8,406 - $8,964
142 Added 2.01%
7,217 $0
Q1 2019

May 13, 2019
BUY
N/A
481 Added 7.29%
7,075 $468,000
Q4 2018

Jan 29, 2019
BUY
N/A
354 Added 5.67%
6,594 $378,000
Q2 2018

Jul 26, 2018
SELL
N/A
-90 Reduced 1.42%
6,240 $474,000
Q1 2018

May 01, 2018
BUY
N/A
131 Added 2.11%
6,330 $427,000
Q4 2017

Feb 01, 2018
SELL
N/A
-2,051 Reduced 24.86%
6,199 $448,000
Q3 2017

Nov 08, 2017
BUY
N/A
8,250
8,250 $565,000

Others Institutions Holding XLE

# of Institutions
2,130
Shares Held
235M
Call Options Held
59.3M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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