BDO Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
BDO Wealth Advisors's SPY Position: Q2 2023 in Review
BDO Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q2 2023, selling an estimated $1.57M and leaving 24,683 shares worth $10.9M. The position accounts for 1.26% of the portfolio, ranked #17.
BDO Wealth Advisors first reported a position in SPY in Q2 2017 and has held it in 25 quarters since. The position peaked at $14.2M in Q1 2022. 3,299 funds tracked by Wall St. Rank hold SPY as of Q2 2023.
- BDO Wealth Advisors held 24,683 shares of State Street SPDR S&P 500 ETF Trust worth $10.9M as of Q2 2023.
- BDO Wealth Advisors sold 3,731 State Street SPDR S&P 500 ETF Trust shares in Q2 2023, an estimated $1.57M.
- State Street SPDR S&P 500 ETF Trust made up 1.26% of BDO Wealth Advisors's portfolio in Q2 2023, its #17 holding.
- BDO Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2017 and has held it in 25 quarters since.
- BDO Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $14.2M in Q1 2022.
- 3,299 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2023.
Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.