BDO Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.9M	Sell	46,842 -728	-2%	-$29.7K	0.22%	95
2023 Q1	$1.97M	Buy	47,570 +13,138	+38%	+$562K	0.24%	86
2022 Q4	$1.51M	Sell	34,432 -2,628	-7%	-$114K	0.19%	105
2022 Q3	$1.33M	Sell	37,060 -2,574	-6%	-$97.3K	0.18%	110
2022 Q2	$1.42M	Sell	39,634 -3,230	-8%	-$130K	0.17%	108
2022 Q1	$1.64M	Sell	42,864 -1,544	-3%	-$53.5K	0.17%	101
2021 Q4	$1.23M	Sell	44,408 -4,804	-10%	-$136K	0.13%	122
2021 Q3	$1.28M	Sell	49,212 -2,068	-4%	-$51.2K	0.14%	115
2021 Q2	$1.38M	Sell	51,280 -3,130	-6%	-$81.4K	0.15%	112
2021 Q1	$1.33M	Buy	54,410 +52,200	+2,362%	+$1.2M	0.16%	110
2020 Q4	$42K	Sell	2,210 -1,160	-34%	-$20K	0.01%	374
2020 Q3	$50K	Buy	3,370 +1,040	+45%	+$18.5K	0.01%	332
2020 Q2	$44K	Buy	2,330 +120	+5%	+$2.23K	0.01%	344
2020 Q1	$32K	Sell	2,210 -1,502	-40%	-$35.6K	0.01%	383
2019 Q4	$111K	Sell	3,712 -94	-2%	-$2.79K	0.03%	241
2019 Q3	$113K	Buy	3,806 +1,114	+41%	+$33.7K	0.03%	243
2019 Q2	$86K	Sell	2,692 -2,184	-45%	-$69.9K	0.02%	260
2019 Q1	$161K	Sell	4,876 -40	-0.8%	-$1.28K	0.05%	187
2018 Q4	$141K	Sell	4,916 -2,984	-38%	-$99.8K	0.05%	182
2018 Q3	$299K	Hold	7,900	–	–	0.1%	123
2018 Q2	$300K	Buy	7,900 +3,398	+75%	+$126K	0.1%	121
2018 Q1	$152K	Sell	4,502 -820	-15%	-$29K	0.06%	146
2017 Q4	$192K	Buy	5,322 +300	+6%	+$10.3K	0.09%	113
2017 Q3	$172K	Sell	5,022 -650	-11%	-$21.1K	0.09%	111
2017 Q2	$184K	Buy	+5,672	New	+$191K	0.08%	131

Other funds holding XLE

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BDO Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.5% in Q2 2023, selling an estimated $29.7K and leaving 46,842 shares worth $1.9M. The position accounts for 0.22% of the portfolio, ranked #95.

BDO Wealth Advisors first reported a position in XLE in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.97M in Q1 2023. 1,618 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

BDO Wealth Advisors held 46,842 shares of State Street Energy Select Sector SPDR ETF worth $1.9M as of Q2 2023.
BDO Wealth Advisors sold 728 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $29.7K.
State Street Energy Select Sector SPDR ETF made up 0.22% of BDO Wealth Advisors's portfolio in Q2 2023, its #95 holding.
BDO Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $1.97M in Q1 2023.
1,618 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

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