Plante Moran Financial Advisors, LLC Energy Sector Spdr Transaction History

Plante Moran Financial Advisors, LLC

$1.2 Billion
Q4 2024

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 625 shares of XLE stock, worth $57,825. This represents 0.0% of its overall portfolio holdings.

Number of Shares

625

Previous 825 24.24%

Holding current value

$57,825

Previous $72,000 26.39%

% of portfolio

0.0%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,179

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Plante Moran Financial Advisors, LLC Energy Sector Spdr Transaction History