BDO Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$40.9K	Buy	308 +38	+14%	+$5.01K	﹤0.01%	472
2023 Q1	$35K	Hold	270	–	–	﹤0.01%	483
2022 Q4	$36.7K	Hold	270	–	–	﹤0.01%	464
2022 Q3	$33K	Hold	270	–	–	﹤0.01%	481
2022 Q2	$35K	Hold	270	–	–	﹤0.01%	472
2022 Q1	$37K	Hold	270	–	–	﹤0.01%	488
2021 Q4	$38K	Hold	270	–	–	﹤0.01%	495
2021 Q3	$34K	Buy	+270	New	+$35.7K	﹤0.01%	510
2021 Q2	–	Sell	-62	Closed	-$7K	–	1217
2021 Q1	$7K	Buy	+62	New	+$7.16K	﹤0.01%	804
2019 Q4	–	Sell	-80	Closed	-$7K	–	648
2019 Q3	$7K	Buy	+80	New	+$7.3K	﹤0.01%	481
2019 Q2	–	Sell	-385	Closed	-$35K	–	706
2019 Q1	$35K	Hold	385	–	–	0.01%	323
2018 Q4	$33K	Sell	385 -160	-29%	-$14.5K	0.01%	295
2018 Q3	$52K	Sell	545 -97	-15%	-$8.76K	0.02%	291
2018 Q2	$54K	Buy	642 +167	+35%	+$13.8K	0.02%	288
2018 Q1	$39K	Sell	475 -595	-56%	-$50.7K	0.01%	273
2017 Q4	$88K	Sell	1,070 -131	-11%	-$10.8K	0.04%	160
2017 Q3	$98K	Buy	1,201 +269	+29%	+$21.6K	0.05%	137
2017 Q2	$74K	Buy	+932	New	+$71K	0.03%	199

Other funds holding XLV

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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 XLV Position: Q2 2023 in Review

BDO Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 14% in Q2 2023, buying an estimated $5.01K and bringing the position to 308 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

BDO Wealth Advisors first reported a position in XLV in Q2 2017 and has held it in 18 quarters since. The position peaked at $98K in Q3 2017. 1,542 funds tracked by Wall St. Rank hold XLV as of Q2 2023.

BDO Wealth Advisors held 308 shares of State Street Health Care Select Sector SPDR ETF worth $40.9K as of Q2 2023.
BDO Wealth Advisors bought 38 State Street Health Care Select Sector SPDR ETF shares in Q2 2023, an estimated $5.01K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #472 holding.
BDO Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2017 and has held it in 18 quarters since.
BDO Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $98K in Q3 2017.
1,542 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2023.

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