BDO Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$319K	Hold	7,700	–	–	0.04%	214
2023 Q1	$311K	Hold	7,700	–	–	0.04%	206
2022 Q4	$299K	Hold	7,700	–	–	0.04%	223
2022 Q3	$262K	Hold	7,700	–	–	0.03%	224
2022 Q2	$283K	Hold	7,700	–	–	0.03%	217
2022 Q1	$339K	Sell	7,700 -300	-4%	-$12.8K	0.04%	214
2021 Q4	$362K	Sell	8,000 -300	-4%	-$13K	0.04%	214
2021 Q3	$328K	Sell	8,300 -150	-2%	-$6.24K	0.04%	222
2021 Q2	$348K	Sell	8,450 -800	-9%	-$33.7K	0.04%	225
2021 Q1	$364K	Sell	9,250 -494	-5%	-$18.6K	0.04%	210
2020 Q4	$353K	Buy	9,744 +394	+4%	+$13.5K	0.05%	176
2020 Q3	$298K	Hold	9,350	–	–	0.05%	179
2020 Q2	$263K	Sell	9,350 -282	-3%	-$7.42K	0.05%	190
2020 Q1	$217K	Hold	9,632	–	–	0.04%	196
2019 Q4	$296K	Sell	9,632 -260	-3%	-$7.68K	0.08%	156
2019 Q3	$288K	Sell	9,892 -990	-9%	-$28.5K	0.07%	158
2019 Q2	$318K	Sell	10,882 -200	-2%	-$5.64K	0.09%	140
2019 Q1	$308K	Hold	11,082	–	–	0.09%	137
2018 Q4	$280K	Sell	11,082 -800	-7%	-$21.3K	0.1%	123
2018 Q3	$344K	Hold	11,882	–	–	0.11%	113
2018 Q2	$345K	Hold	11,882	–	–	0.12%	111
2018 Q1	$338K	Sell	11,882 -1,500	-11%	-$45.5K	0.13%	103
2017 Q4	$405K	Sell	13,382 -150	-1%	-$4.42K	0.18%	87
2017 Q3	$384K	Sell	13,532 -136	-1%	-$3.74K	0.19%	80
2017 Q2	$368K	Buy	+13,668	New	+$363K	0.16%	98

Other funds holding XLB

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

BDO Wealth Advisors's XLB Position: Q2 2023 in Review

BDO Wealth Advisors held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2023 at 7,700 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #214.

BDO Wealth Advisors first reported a position in XLB in Q2 2017 and has held it in 25 quarters since. The position peaked at $405K in Q4 2017. 740 funds tracked by Wall St. Rank hold XLB as of Q2 2023.

BDO Wealth Advisors held 7,700 shares of State Street Materials Select Sector SPDR ETF worth $319K as of Q2 2023.
BDO Wealth Advisors left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2023.
State Street Materials Select Sector SPDR ETF made up 0.04% of BDO Wealth Advisors's portfolio in Q2 2023, its #214 holding.
BDO Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $405K in Q4 2017.
740 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.