Plante Moran Financial Advisors, LLC Financial Sector Spdr Transaction History

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 2,115 shares of XLF stock, worth $103,867. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,115
Previous 1,684 25.59%
Holding current value
$103,867
Previous $69,000 37.68%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024
BUY
$40.84 - $45.74 $17,602 - $19,713
431 Added 25.59%
2,115 $95,000
Q2 2024

Aug 12, 2024
SELL
$39.59 - $42.49 $177,165 - $190,142
-4,475 Reduced 72.66%
1,684 $69,000
Q1 2024

May 09, 2024
BUY
$37.27 - $42.12 $161,826 - $182,885
4,342 Added 238.97%
6,159 $259,000
Q4 2023

Feb 05, 2024
SELL
$31.45 - $37.72 $21,889 - $26,253
-696 Reduced 27.7%
1,817 $68,000
Q3 2023

Nov 07, 2023
BUY
$33.17 - $35.6 $27,497 - $29,512
829 Added 49.23%
2,513 $83,000
Q2 2023

Aug 07, 2023
BUY
$31.55 - $33.71 $7,950 - $8,494
252 Added 17.6%
1,684 $56,000
Q1 2023

May 08, 2023
SELL
$30.98 - $37.0 $47,492 - $56,721
-1,533 Reduced 51.7%
1,432 $46,000
Q4 2022

Feb 09, 2023
SELL
$30.29 - $36.31 $4,876 - $5,845
-161 Reduced 5.15%
2,965 $101,000
Q3 2022

Nov 02, 2022
BUY
$30.36 - $35.81 $4,887 - $5,765
161 Added 5.43%
3,126 $95,000
Q1 2022

May 06, 2022
SELL
$35.66 - $41.42 $77,025 - $89,467
-2,160 Reduced 42.15%
2,965 $114,000
Q3 2021

Nov 08, 2021
SELL
$35.11 - $39.0 $15,237 - $16,926
-434 Reduced 7.81%
5,125 $192,000
Q2 2021

Aug 10, 2021
BUY
$34.47 - $38.47 $17,924 - $20,004
520 Added 10.32%
5,559 $204,000
Q1 2021

May 13, 2021
BUY
$28.95 - $34.77 $97,648 - $117,279
3,373 Added 202.46%
5,039 $172,000
Q3 2020

Nov 12, 2020
SELL
$22.68 - $25.49 $35,652 - $40,070
-1,572 Reduced 48.55%
1,666 $40,000
Q2 2020

Aug 10, 2020
BUY
$19.55 - $26.74 $16,695 - $22,835
854 Added 35.82%
3,238 $75,000
Q1 2020

May 07, 2020
SELL
$17.66 - $31.17 $6,728 - $11,875
-381 Reduced 13.78%
2,384 $50,000
Q4 2019

Feb 14, 2020
SELL
$26.78 - $30.94 $150,235 - $173,573
-5,610 Reduced 66.99%
2,765 $85,000
Q2 2019

Aug 13, 2019
SELL
N/A
-95 Reduced 1.12%
8,375 $231,000
Q1 2019

May 13, 2019
BUY
N/A
1,836 Added 27.68%
8,470 $218,000
Q4 2018

Jan 29, 2019
SELL
N/A
-3,828 Reduced 36.59%
6,634 $158,000
Q2 2018

Jul 26, 2018
SELL
N/A
-130 Reduced 1.23%
10,462 $278,000
Q1 2018

May 01, 2018
BUY
N/A
1,234 Added 13.19%
10,592 $292,000
Q4 2017

Feb 01, 2018
SELL
N/A
-960 Reduced 9.3%
9,358 $261,000
Q3 2017

Nov 08, 2017
BUY
N/A
10,318
10,318 $267,000

Others Institutions Holding XLF

# of Institutions
1,839
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

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