Plante Moran Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Plante Moran Financial Advisors, LLC

$997 Million
Q2 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 1,314 shares of XLY stock, worth $262,313. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,314

Previous 1,375 4.44%

Holding current value

$262,313

Previous $252,000 5.16%

% of portfolio

0.02%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$169.76 - $184.45 $10,355 - $11,251	-61 Reduced 4.44%	1,314 $239,000
Q1 2024 May 09, 2024	BUY	$170.9 - $185.02 $33,154 - $35,893	194 Added 16.43%	1,375 $252,000
Q4 2023 Feb 05, 2024	SELL	$148.04 - $181.41 $1,924 - $2,358	-13 Reduced 1.09%	1,181 $211,000
Q3 2023 Nov 07, 2023	BUY	$158.36 - $176.97 $17,894 - $19,997	113 Added 10.45%	1,194 $192,000
Q2 2023 Aug 07, 2023	BUY	$143.54 - $169.81 $24,401 - $28,867	170 Added 18.66%	1,081 $183,000
Q4 2022 Feb 09, 2023	BUY	$126.26 - $147.57 $35,605 - $41,614	282 Added 44.83%	911 $117,000
Q3 2022 Nov 02, 2022	BUY	$140.01 - $172.97 $2,100 - $2,594	15 Added 2.44%	629 $90,000
Q2 2022 Aug 02, 2022	BUY	$134.63 - $189.39 $4,173 - $5,871	31 Added 5.32%	614 $84,000
Q1 2022 May 06, 2022	BUY	$163.19 - $210.31 $20,888 - $26,919	128 Added 28.13%	583 $108,000
Q3 2021 Nov 08, 2021	SELL	$175.93 - $185.89 $2,814 - $2,974	-16 Reduced 3.4%	455 $82,000
Q2 2021 Aug 10, 2021	BUY	$166.65 - $179.87 $30,330 - $32,736	182 Added 62.98%	471 $84,000
Q1 2021 May 13, 2021	BUY	$155.83 - $173.21 $10,440 - $11,605	67 Added 30.18%	289 $49,000
Q4 2020 Feb 09, 2021	SELL	$142.97 - $160.78 $133,391 - $150,007	-933 Reduced 80.78%	222 $36,000
Q3 2020 Nov 12, 2020	SELL	$129.0 - $153.76 $23,865 - $28,445	-185 Reduced 13.81%	1,155 $170,000
Q1 2019 May 13, 2019	BUY	N/A	784 Added 141.01%	1,340 $153,000
Q4 2018 Jan 29, 2019	BUY	N/A	68 Added 13.93%	556 $55,000
Q2 2018 Jul 26, 2018	SELL	N/A	-170 Reduced 25.84%	488 $53,000
Q1 2018 May 01, 2018	BUY	N/A	225 Added 51.96%	658 $67,000
Q3 2017 Nov 08, 2017	BUY	N/A	433	433 $39,000

Others Institutions Holding XLY

# of Institutions

1,276

Shares Held

81.5M

Call Options Held

5.83M

Put Options Held

12.5M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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Plante Moran Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History