BDO Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$17.6K	Hold	164	–	–	﹤0.01%	595
2023 Q1	$16.6K	Hold	164	–	–	﹤0.01%	609
2022 Q4	$16.1K	Hold	164	–	–	﹤0.01%	611
2022 Q3	$14K	Hold	164	–	–	﹤0.01%	654
2022 Q2	$14K	Hold	164	–	–	﹤0.01%	631
2022 Q1	$17K	Buy	164 +114	+228%	+$11.6K	﹤0.01%	630
2021 Q4	$5K	Hold	50	–	–	﹤0.01%	837
2021 Q3	$5K	Hold	50	–	–	﹤0.01%	836
2021 Q2	$5K	Hold	50	–	–	﹤0.01%	871
2021 Q1	$5K	Sell	50 -165	-77%	-$15.1K	﹤0.01%	855
2020 Q4	$19K	Buy	215 +165	+330%	+$13.9K	﹤0.01%	469
2020 Q3	$4K	Buy	+50	New	+$3.74K	﹤0.01%	599
2018 Q4	–	Sell	-125	Closed	-$10K	–	632
2018 Q3	$10K	Hold	125	–	–	﹤0.01%	463
2018 Q2	$9K	Buy	+125	New	+$9.27K	﹤0.01%	475
2017 Q3	–	Sell	-158	Closed	-$11K	–	555
2017 Q2	$11K	Buy	+158	New	+$10.5K	﹤0.01%	366

Other funds holding XLI

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

BDO Wealth Advisors held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2023 at 164 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

BDO Wealth Advisors first reported a position in XLI in Q2 2017 and has held it in 15 quarters since. The position peaked at $19K in Q4 2020. 1,091 funds tracked by Wall St. Rank hold XLI as of Q2 2023.

BDO Wealth Advisors held 164 shares of State Street Industrial Select Sector SPDR ETF worth $17.6K as of Q2 2023.
BDO Wealth Advisors left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2023.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #595 holding.
BDO Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2017 and has held it in 15 quarters since.
BDO Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $19K in Q4 2020.
1,091 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2023.

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