BDO Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$21.4K	Buy	654 +14	+2%	+$471	﹤0.01%	565
2023 Q1	$21.7K	Hold	640	–	–	﹤0.01%	575
2022 Q4	$22.6K	Sell	640 -730	-53%	-$24.8K	﹤0.01%	556
2022 Q3	$45K	Hold	1,370	–	–	0.01%	421
2022 Q2	$48K	Hold	1,370	–	–	0.01%	417
2022 Q1	$51K	Hold	1,370	–	–	0.01%	427
2021 Q4	$49K	Sell	1,370 -1,596	-54%	-$53.8K	0.01%	450
2021 Q3	$95K	Buy	2,966 +640	+28%	+$21.4K	0.01%	359
2021 Q2	$74K	Hold	2,326	–	–	0.01%	407
2021 Q1	$74K	Buy	2,326 +1,596	+219%	+$49.5K	0.01%	396
2020 Q4	$23K	Sell	730 -74	-9%	-$2.34K	﹤0.01%	449
2020 Q3	$24K	Buy	804 +74	+10%	+$2.2K	﹤0.01%	404
2020 Q2	$21K	Sell	730 -252	-26%	-$7.27K	﹤0.01%	425
2020 Q1	$27K	Buy	982 +252	+35%	+$8.06K	0.01%	409
2019 Q4	$24K	Hold	730	–	–	0.01%	373
2019 Q3	$24K	Buy	+730	New	+$22.5K	0.01%	382
2018 Q1	–	Sell	-500	Closed	-$13K	–	623
2017 Q4	$13K	Hold	500	–	–	0.01%	320
2017 Q3	$13K	Hold	500	–	–	0.01%	293
2017 Q2	$13K	Buy	+500	New	+$13.1K	0.01%	347

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

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

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

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

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

RJA

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

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

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

BDO Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.2% in Q2 2023, buying an estimated $471 and bringing the position to 654 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

BDO Wealth Advisors first reported a position in XLU in Q2 2017 and has held it in 19 quarters since. The position peaked at $95K in Q3 2021. 1,105 funds tracked by Wall St. Rank hold XLU as of Q2 2023.

BDO Wealth Advisors held 654 shares of State Street Utilities Select Sector SPDR ETF worth $21.4K as of Q2 2023.
BDO Wealth Advisors bought 14 State Street Utilities Select Sector SPDR ETF shares in Q2 2023, an estimated $471.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #565 holding.
BDO Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2017 and has held it in 19 quarters since.
BDO Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $95K in Q3 2021.
1,105 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2023.

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