Plante Moran Financial Advisors, LLC Select Sector Spdr Fund Health 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 Fund Health stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 1,967 shares of XLV stock, worth $283,562. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,967
Previous 1,964 0.15%
Holding current value
$283,562
Previous $286,000 5.59%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 30, 2024
BUY
$143.3 - $157.24 $429 - $471
3 Added 0.15%
1,967 $302,000
Q2 2024

Aug 12, 2024
BUY
$138.43 - $147.09 $10,659 - $11,325
77 Added 4.08%
1,964 $286,000
Q1 2024

May 09, 2024
BUY
$138.48 - $147.86 $53,868 - $57,517
389 Added 25.97%
1,887 $278,000
Q4 2023

Feb 05, 2024
SELL
$123.14 - $136.38 $9,235 - $10,228
-75 Reduced 4.77%
1,498 $204,000
Q3 2023

Nov 07, 2023
BUY
$128.74 - $136.24 $9,655 - $10,218
75 Added 5.01%
1,573 $202,000
Q1 2023

May 08, 2023
SELL
$124.15 - $135.82 $36,996 - $40,474
-298 Reduced 16.59%
1,498 $193,000
Q4 2022

Feb 09, 2023
BUY
$121.85 - $140.1 $26,685 - $30,681
219 Added 13.89%
1,796 $243,000
Q3 2022

Nov 02, 2022
BUY
$121.11 - $134.29 $5,207 - $5,774
43 Added 2.8%
1,577 $191,000
Q2 2022

Aug 02, 2022
SELL
$119.89 - $142.83 $137,034 - $163,254
-1,143 Reduced 42.7%
1,534 $197,000
Q1 2022

May 06, 2022
SELL
$126.55 - $139.44 $7,972 - $8,784
-63 Reduced 2.3%
2,677 $367,000
Q4 2021

Feb 09, 2022
SELL
$125.34 - $141.49 $156,675 - $176,862
-1,250 Reduced 31.33%
2,740 $386,000
Q3 2021

Nov 08, 2021
BUY
$127.07 - $136.85 $156,296 - $168,325
1,230 Added 44.57%
3,990 $508,000
Q2 2021

Aug 10, 2021
SELL
$116.39 - $126.03 $22,346 - $24,197
-192 Reduced 6.5%
2,760 $348,000
Q1 2021

May 13, 2021
BUY
$110.8 - $118.5 $39,666 - $42,423
358 Added 13.8%
2,952 $345,000
Q4 2020

Feb 09, 2021
BUY
$101.66 - $113.44 $203 - $226
2 Added 0.08%
2,594 $294,000
Q2 2020

Aug 10, 2020
BUY
$85.21 - $103.92 $41,326 - $50,401
485 Added 23.02%
2,592 $259,000
Q1 2020

May 07, 2020
SELL
$74.62 - $104.73 $15,147 - $21,260
-203 Reduced 8.79%
2,107 $187,000
Q4 2019

Feb 14, 2020
SELL
$87.95 - $103.11 $20,668 - $24,230
-235 Reduced 9.23%
2,310 $235,000
Q3 2019

Nov 13, 2019
BUY
$89.33 - $92.0 $13,399 - $13,800
150 Added 6.26%
2,545 $0
Q2 2019

Aug 13, 2019
BUY
N/A
1,069 Added 80.62%
2,395 $222,000
Q1 2019

May 13, 2019
BUY
N/A
763 Added 135.52%
1,326 $122,000
Q4 2018

Jan 29, 2019
SELL
N/A
-938 Reduced 62.49%
563 $49,000
Q3 2018

Nov 09, 2018
BUY
N/A
33 Added 2.25%
1,501 $143,000
Q2 2018

Jul 26, 2018
SELL
N/A
-53 Reduced 3.48%
1,468 $123,000
Q1 2018

May 01, 2018
BUY
N/A
129 Added 9.27%
1,521 $124,000
Q3 2017

Nov 08, 2017
BUY
N/A
1,392
1,392 $114,000

Others Institutions Holding XLV

# of Institutions
1,939
Shares Held
203M
Call Options Held
10.6M
Put Options Held
16.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

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