BDO Wealth Advisors’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

BDO Wealth Advisors’s Portfolio XHS Stock Details XHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-955	Closed	-$92K	–	1274
2020 Q4	$92K	Sell	955 -10	-1%	-$874	0.01%	299
2020 Q3	$75K	Hold	965	–	–	0.01%	295
2020 Q2	$66K	Hold	965	–	–	0.01%	302
2020 Q1	$56K	Hold	965	–	–	0.01%	324
2019 Q4	$70K	Sell	965 -1,295	-57%	-$88.7K	0.02%	273
2019 Q3	$141K	Hold	2,260	–	–	0.04%	225
2019 Q2	$150K	Buy	+2,260	New	+$145K	0.04%	217

Other funds holding XHS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OCM

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BDO Wealth Advisors's XHS Position: Q1 2021 in Review

BDO Wealth Advisors sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q1 2021, closing a stake of 955 shares — an estimated $92K sold.

BDO Wealth Advisors first reported a position in XHS in Q2 2019 and held it in 7 quarters. The position peaked at $150K in Q2 2019. 41 funds tracked by Wall St. Rank hold XHS as of Q1 2021.

BDO Wealth Advisors reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 955 State Street SPDR S&P Health Care Services ETF shares in Q1 2021, an estimated $92K.
BDO Wealth Advisors first reported a position in State Street SPDR S&P Health Care Services ETF in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's State Street SPDR S&P Health Care Services ETF position peaked at $150K in Q2 2019.
41 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.