BDO Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$185K	Buy	2,176 +36	+2%	+$2.76K	0.02%	271
2023 Q1	$160K	Hold	2,140	–	–	0.02%	270
2022 Q4	$138K	Sell	2,140 -18	-0.8%	-$1.25K	0.02%	297
2022 Q3	$154K	Hold	2,158	–	–	0.02%	277
2022 Q2	$148K	Hold	2,158	–	–	0.02%	288
2022 Q1	$200K	Buy	2,158 +10	+0.5%	+$916	0.02%	269
2021 Q4	$220K	Hold	2,148	–	–	0.02%	270
2021 Q3	$193K	Sell	2,148 -140	-6%	-$12.7K	0.02%	285
2021 Q2	$204K	Sell	2,288 -144	-6%	-$12.5K	0.02%	286
2021 Q1	$204K	Buy	2,432 +224	+10%	+$18.6K	0.02%	287
2020 Q4	$178K	Sell	2,208 -272	-11%	-$21K	0.03%	242
2020 Q3	$182K	Buy	2,480 +660	+36%	+$46.7K	0.03%	226
2020 Q2	$116K	Buy	1,820 +40	+2%	+$2.36K	0.02%	266
2020 Q1	$87K	Sell	1,780 -250	-12%	-$14.8K	0.02%	283
2019 Q4	$127K	Sell	2,030 -940	-32%	-$57.2K	0.03%	226
2019 Q3	$179K	Sell	2,970 -950	-24%	-$57.3K	0.05%	206
2019 Q2	$234K	Sell	3,920 -954	-20%	-$55.8K	0.06%	177
2019 Q1	$277K	Hold	4,874	–	–	0.08%	145
2018 Q4	$241K	Sell	4,874 -502	-9%	-$26.5K	0.08%	136
2018 Q3	$315K	Sell	5,376 -88	-2%	-$5.01K	0.1%	118
2018 Q2	$299K	Buy	5,464 +106	+2%	+$5.6K	0.1%	123
2018 Q1	$271K	Buy	5,358 +342	+7%	+$17.8K	0.1%	110
2017 Q4	$248K	Sell	5,016 -606	-11%	-$28.5K	0.11%	99
2017 Q3	$253K	Buy	5,622 +328	+6%	+$14.8K	0.13%	92
2017 Q2	$237K	Buy	+5,294	New	+$237K	0.1%	119

Other funds holding XLY

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 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 XLY Position: Q2 2023 in Review

BDO Wealth Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 1.7% in Q2 2023, buying an estimated $2.76K and bringing the position to 2,176 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #271.

BDO Wealth Advisors first reported a position in XLY in Q2 2017 and has held it in 25 quarters since. The position peaked at $315K in Q3 2018. 1,031 funds tracked by Wall St. Rank hold XLY as of Q2 2023.

BDO Wealth Advisors held 2,176 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $185K as of Q2 2023.
BDO Wealth Advisors bought 36 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2023, an estimated $2.76K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #271 holding.
BDO Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $315K in Q3 2018.
1,031 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2023.

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