BDO Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$216K	Buy	6,416 +115	+2%	+$3.75K	0.02%	251
2023 Q1	$203K	Hold	6,301	–	–	0.02%	249
2022 Q4	$215K	Sell	6,301 -1,998	-24%	-$67.6K	0.03%	247
2022 Q3	$252K	Hold	8,299	–	–	0.03%	229
2022 Q2	$261K	Sell	8,299 -1,707	-17%	-$59K	0.03%	227
2022 Q1	$383K	Buy	10,006 +949	+10%	+$37.1K	0.04%	204
2021 Q4	$354K	Buy	9,057 +3,737	+70%	+$147K	0.04%	216
2021 Q3	$200K	Buy	5,320 +200	+4%	+$7.48K	0.02%	278
2021 Q2	$188K	Sell	5,120 -1,782	-26%	-$65.2K	0.02%	297
2021 Q1	$235K	Buy	6,902 +1,998	+41%	+$64.2K	0.03%	263
2020 Q4	$145K	Buy	4,904 +8	+0.2%	+$214	0.02%	260
2020 Q3	$118K	Sell	4,896 -1,680	-26%	-$40.9K	0.02%	258
2020 Q2	$152K	Buy	6,576 +807	+14%	+$18.3K	0.03%	244
2020 Q1	$120K	Buy	5,769 +3,355	+139%	+$92.4K	0.02%	252
2019 Q4	$74K	Hold	2,414	–	–	0.02%	266
2019 Q3	$68K	Hold	2,414	–	–	0.02%	283
2019 Q2	$67K	Sell	2,414 -816	-25%	-$22.1K	0.02%	279
2019 Q1	$83K	Sell	3,230 -500	-13%	-$12.9K	0.02%	237
2018 Q4	$89K	Sell	3,730 -1,621	-30%	-$42.1K	0.03%	216
2018 Q3	$148K	Sell	5,351 -144	-3%	-$4.03K	0.05%	181
2018 Q2	$146K	Buy	5,495 +83	+2%	+$2.29K	0.05%	182
2018 Q1	$149K	Buy	5,412 +74	+1%	+$2.13K	0.06%	147
2017 Q4	$149K	Buy	5,338 +2,776	+108%	+$74.7K	0.07%	130
2017 Q3	$66K	Sell	2,562 -435	-15%	-$10.9K	0.03%	171
2017 Q2	$74K	Buy	+2,997	New	+$71.1K	0.03%	198

Other funds holding XLF

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

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

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

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

BDO Wealth Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.8% in Q2 2023, buying an estimated $3.75K and bringing the position to 6,416 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #251.

BDO Wealth Advisors first reported a position in XLF in Q2 2017 and has held it in 25 quarters since. The position peaked at $383K in Q1 2022. 1,342 funds tracked by Wall St. Rank hold XLF as of Q2 2023.

BDO Wealth Advisors held 6,416 shares of State Street Financial Select Sector SPDR ETF worth $216K as of Q2 2023.
BDO Wealth Advisors bought 115 State Street Financial Select Sector SPDR ETF shares in Q2 2023, an estimated $3.75K.
State Street Financial Select Sector SPDR ETF made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #251 holding.
BDO Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $383K in Q1 2022.
1,342 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2023.

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