Bdo Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 1,088 shares of XLY stock, worth $248,760. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,088

Previous 1,070 1.68%

Holding current value

$248,760

Previous $160,000 15.0%

% of portfolio

0.02%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$143.54 - $169.81 $2,583 - $3,056	18 Added 1.68%	1,088 $184,000
Q4 2022 Jan 27, 2023	SELL	$126.26 - $147.57 $1,136 - $1,328	-9 Reduced 0.83%	1,070 $0
Q1 2022 May 06, 2022	BUY	$163.19 - $210.31 $815 - $1,051	5 Added 0.47%	1,079 $200,000
Q3 2021 Nov 09, 2021	SELL	$175.93 - $185.89 $12,315 - $13,012	-70 Reduced 6.12%	1,074 $193,000
Q2 2021 Sep 03, 2021	SELL	$166.65 - $179.87 $11,998 - $12,950	-72 Reduced 5.92%	1,144 $204,000
Q1 2021 May 14, 2021	BUY	$155.83 - $173.21 $17,452 - $19,399	112 Added 10.14%	1,216 $204,000
Q4 2020 Feb 12, 2021	SELL	$142.97 - $160.78 $19,443 - $21,866	-136 Reduced 10.97%	1,104 $178,000
Q3 2020 Nov 12, 2020	BUY	$129.0 - $153.76 $42,570 - $50,740	330 Added 36.26%	1,240 $182,000
Q2 2020 Aug 14, 2020	BUY	$92.41 - $133.25 $1,848 - $2,665	20 Added 2.25%	910 $116,000
Q1 2020 May 15, 2020	SELL	$87.45 - $132.32 $10,931 - $16,540	-125 Reduced 12.32%	890 $87,000
Q4 2019 Feb 14, 2020	SELL	$117.45 - $126.06 $55,201 - $59,248	-470 Reduced 31.65%	1,015 $127,000
Q3 2019 Nov 12, 2019	SELL	$119.52 - $123.67 $56,772 - $58,743	-475 Reduced 24.23%	1,485 $179,000
Q2 2019 Aug 09, 2019	SELL	N/A	-477 Reduced 19.57%	1,960 $234,000
Q4 2018 Feb 14, 2019	SELL	N/A	-251 Reduced 9.34%	2,437 $241,000
Q3 2018 Nov 07, 2018	SELL	N/A	-44 Reduced 1.61%	2,688 $315,000
Q2 2018 Aug 27, 2018	BUY	N/A	53 Added 1.98%	2,732 $299,000
Q1 2018 May 23, 2018	BUY	N/A	171 Added 6.82%	2,679 $271,000
Q4 2017 Feb 14, 2018	SELL	N/A	-303 Reduced 10.78%	2,508 $248,000
Q3 2017 Nov 08, 2017	BUY	N/A	2,811	2,811 $253,000

Others Institutions Holding XLY

# of Institutions

1,297

Shares Held

76.8M

Call Options Held

7.35M

Put Options Held

18M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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Bdo Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History