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Financial Select Sector SPDR shares owned by Plante Moran Financial Advisors

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Plante Moran Financial Advisors from 13F filings

Historical chart of Plante Moran Financial Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Plante Moran Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $259k 6.2k 42.12
2023-12-31 $68k 1.8k 37.60
2023-09-30 $83k 2.5k 33.17
2023-06-30 $57k 1.7k 33.71
2023-03-31 $46k 1.4k 32.15
2022-12-31 $101k 3.0k 34.21
2022-09-30 $95k 3.1k 30.39
2022-06-30 $93k 3.0k 31.37
2022-03-31 $114k 3.0k 38.45
2021-12-31 $200k 5.1k 39.02
2021-09-30 $192k 5.1k 37.46
2021-06-30 $204k 5.6k 36.70
2021-03-31 $172k 5.0k 34.13
2020-12-31 $49k 1.7k 29.41
2020-09-30 $40k 1.7k 24.01
2020-06-30 $75k 3.2k 23.16
2020-03-31 $50k 2.4k 20.97
2019-12-31 $85k 2.8k 30.74
2019-09-30 $234k 8.4k 27.94
2019-06-30 $231k 8.4k 27.58
2019-03-31 $218k 8.5k 25.74
2018-12-31 $158k 6.6k 23.82
2018-09-30 $289k 11k 27.62
2018-06-30 $278k 11k 26.57
2018-03-31 $292k 11k 27.57
2017-12-31 $261k 9.4k 27.89
2017-09-30 $267k 10k 25.88
2017-06-30 $248k 10k 24.71
2017-03-31 $151k 6.4k 23.68
2016-12-31 $148k 6.4k 23.17
2016-09-30 $122k 6.3k 19.30
2016-06-30 $144k 6.3k 22.78
2016-03-31 $17k 772 22.02
2015-12-31 $21k 877 23.95
2015-09-30 $17k 772 22.02
2015-06-30 $19k 772 24.61
2015-03-31 $19k 772 24.61
2014-12-31 $19k 772 24.61
2014-09-30 $18k 772 23.32
2014-03-31 $10k 450 22.22
2013-12-31 $10k 450 22.22
2013-09-30 $9.0k 450 20.00
2013-06-30 $9.0k 450 20.00

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Extended Market Etf Etf (VXF)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Large-cap Etf Etf (VV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Small Cap Value Etf Etf (VBR)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Pepsico Stock (PEP)
Ishares Core S&p 500 Etf Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Vanguard Total Stock Market Etf Etf (VTI)
Nvidia Corporation Stock (NVDA)

View all positions for Plante Moran Financial Advisors

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Goldman Sachs Group
Susquehanna International
UBS Group
Morgan Stanley
Citigroup
Barclays
Royal Bank of Canada
Citadel Advisors
Balyasny Asset Management
National Bank Of Canada /fi/
Caisse de depot et placement du Quebec
Parallax Volatility Advisers

View all funds holding Financial Select Sector SPDR