BDO Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$53K	Hold	715	–	–	0.01%	426
2023 Q1	$53.4K	Hold	715	–	–	0.01%	415
2022 Q4	$53.3K	Hold	715	–	–	0.01%	406
2022 Q3	$48K	Buy	715 +690	+2,760%	+$50.6K	0.01%	412
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	928
2022 Q1	$2K	Sell	25 -24	-49%	-$1.81K	﹤0.01%	950
2021 Q4	$4K	Sell	49 -97	-66%	-$7.03K	﹤0.01%	884
2021 Q3	$10K	Sell	146 -150	-51%	-$10.7K	﹤0.01%	737
2021 Q2	$21K	Hold	296	–	–	﹤0.01%	621
2021 Q1	$20K	Buy	+296	New	+$19.5K	﹤0.01%	621
2017 Q3	–	Sell	-82	Closed	-$5K	–	556
2017 Q2	$5K	Buy	+82	New	+$4.56K	﹤0.01%	431

Other funds holding XLP

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

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

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

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

RJA

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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

BDO Wealth Advisors held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q2 2023 at 715 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #426.

BDO Wealth Advisors first reported a position in XLP in Q2 2017 and has held it in 11 quarters since. The position peaked at $53.4K in Q1 2023. 1,077 funds tracked by Wall St. Rank hold XLP as of Q2 2023.

BDO Wealth Advisors held 715 shares of State Street Consumer Staples Select Sector SPDR ETF worth $53K as of Q2 2023.
BDO Wealth Advisors left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q2 2023.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #426 holding.
BDO Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2017 and has held it in 11 quarters since.
BDO Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $53.4K in Q1 2023.
1,077 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2023.

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