BDO Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$693K	Hold	7,970	–	–	0.08%	156
2023 Q1	$602K	Hold	7,970	–	–	0.07%	157
2022 Q4	$496K	Hold	7,970	–	–	0.06%	176
2022 Q3	$473K	Hold	7,970	–	–	0.06%	171
2022 Q2	$507K	Buy	7,970 +1,000	+14%	+$69.7K	0.06%	170
2022 Q1	$554K	Hold	6,970	–	–	0.06%	173
2021 Q4	$606K	Sell	6,970 -256	-4%	-$21.1K	0.06%	169
2021 Q3	$539K	Buy	7,226 +78	+1%	+$6.02K	0.06%	173
2021 Q2	$528K	Sell	7,148 -300	-4%	-$21K	0.06%	180
2021 Q1	$495K	Sell	7,448 -1,558	-17%	-$103K	0.06%	179
2020 Q4	$585K	Sell	9,006 -1,152	-11%	-$70.2K	0.08%	135
2020 Q3	$593K	Buy	10,158 +1,222	+14%	+$69K	0.1%	124
2020 Q2	$467K	Sell	8,936 -214	-2%	-$10.1K	0.08%	131
2020 Q1	$368K	Sell	9,150 -912	-9%	-$41.6K	0.07%	141
2019 Q4	$461K	Sell	10,062 -420	-4%	-$18K	0.12%	115
2019 Q3	$422K	Hold	10,482	–	–	0.11%	128
2019 Q2	$409K	Buy	10,482 +1,222	+13%	+$46.6K	0.11%	123
2019 Q1	$343K	Sell	9,260 -1,320	-12%	-$45.2K	0.1%	128
2018 Q4	$328K	Sell	10,580 -1,270	-11%	-$43K	0.11%	117
2018 Q3	$446K	Sell	11,850 -700	-6%	-$25.7K	0.14%	102
2018 Q2	$436K	Buy	12,550 +450	+4%	+$15.4K	0.15%	100
2018 Q1	$396K	Sell	12,100 -300	-2%	-$10.1K	0.15%	97
2017 Q4	$396K	Buy	12,400 +2,450	+25%	+$76.8K	0.18%	89
2017 Q3	$294K	Buy	9,950 +650	+7%	+$18.7K	0.15%	89
2017 Q2	$254K	Buy	+9,300	New	+$256K	0.11%	116

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

BDO Wealth Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2023 at 7,970 shares worth $693K. The position accounts for 0.08% of the portfolio, ranked #156.

BDO Wealth Advisors first reported a position in XLK in Q2 2017 and has held it in 25 quarters since. 1,697 funds tracked by Wall St. Rank hold XLK as of Q2 2023.

BDO Wealth Advisors held 7,970 shares of State Street Technology Select Sector SPDR ETF worth $693K as of Q2 2023.
BDO Wealth Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2023.
State Street Technology Select Sector SPDR ETF made up 0.08% of BDO Wealth Advisors's portfolio in Q2 2023, its #156 holding.
BDO Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2017 and has held it in 25 quarters since.
1,697 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2023.

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