BDO Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$5.5K	Buy	146 +7	+5%	+$258	﹤0.01%	759
2023 Q1	$5.2K	Hold	139	–	–	﹤0.01%	792
2022 Q4	$5.13K	Hold	139	–	–	﹤0.01%	764
2022 Q3	$5K	Hold	139	–	–	﹤0.01%	825
2022 Q2	$6K	Hold	139	–	–	﹤0.01%	772
2022 Q1	$7K	Hold	139	–	–	﹤0.01%	789
2021 Q4	$7K	Hold	139	–	–	﹤0.01%	787
2021 Q3	$6K	Hold	139	–	–	﹤0.01%	814
2021 Q2	$6K	Hold	139	–	–	﹤0.01%	847
2021 Q1	$5K	Hold	139	–	–	﹤0.01%	856
2020 Q4	$5K	Hold	139	–	–	﹤0.01%	648
2020 Q3	$5K	Hold	139	–	–	﹤0.01%	567
2020 Q2	$5K	Hold	139	–	–	﹤0.01%	570
2020 Q1	$4K	Sell	139 -27	-16%	-$1.01K	﹤0.01%	634
2019 Q4	$6K	Hold	166	–	–	﹤0.01%	474
2019 Q3	$7K	Hold	166	–	–	﹤0.01%	480
2019 Q2	$6K	Sell	166 -324	-66%	-$11.8K	﹤0.01%	484
2019 Q1	$18K	Hold	490	–	–	0.01%	381
2018 Q4	$15K	Sell	490 -9	-2%	-$292	0.01%	374
2018 Q3	$16K	Sell	499 -56	-10%	-$1.86K	0.01%	411
2018 Q2	$18K	Sell	555 -18	-3%	-$563	0.01%	394
2018 Q1	$18K	Sell	573 -4	-0.7%	-$124	0.01%	342
2017 Q4	$19K	Buy	577 +3	+0.5%	+$99	0.01%	283
2017 Q3	$19K	Sell	574 -35	-6%	-$1.14K	0.01%	264
2017 Q2	$20K	Buy	+609	New	+$19.5K	0.01%	307

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

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

BDO Wealth Advisors increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 5% in Q2 2023, buying an estimated $258 and bringing the position to 146 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

BDO Wealth Advisors first reported a position in XLRE in Q2 2017 and has held it in 25 quarters since. The position peaked at $20K in Q2 2017. 592 funds tracked by Wall St. Rank hold XLRE as of Q2 2023.

BDO Wealth Advisors held 146 shares of State Street Real Estate Select Sector SPDR ETF worth $5.5K as of Q2 2023.
BDO Wealth Advisors bought 7 State Street Real Estate Select Sector SPDR ETF shares in Q2 2023, an estimated $258.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #759 holding.
BDO Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $20K in Q2 2017.
592 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2023.

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