Bdo Wealth Advisors, LLC Financial Sector Spdr Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 6,416 shares of XLF stock, worth $312,780. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,416

Previous 6,301 1.83%

Holding current value

$312,780

Previous $202,000 6.93%

% of portfolio

0.02%

Previous 0.02%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$31.55 - $33.71 $3,628 - $3,876	115 Added 1.83%	6,416 $216,000
Q4 2022 Jan 27, 2023	SELL	$30.29 - $36.31 $60,519 - $72,547	-1,998 Reduced 24.08%	6,301 $0
Q2 2022 Aug 25, 2022	SELL	$30.84 - $38.22 $52,643 - $65,241	-1,707 Reduced 17.06%	8,299 $261,000
Q1 2022 May 06, 2022	BUY	$35.66 - $41.42 $33,841 - $39,307	949 Added 10.48%	10,006 $383,000
Q4 2021 Feb 11, 2022	BUY	$37.54 - $40.62 $140,286 - $151,796	3,737 Added 70.24%	9,057 $354,000
Q3 2021 Nov 09, 2021	BUY	$35.11 - $39.0 $7,022 - $7,800	200 Added 3.91%	5,320 $200,000
Q2 2021 Sep 03, 2021	SELL	$34.47 - $38.47 $61,425 - $68,553	-1,782 Reduced 25.82%	5,120 $188,000
Q1 2021 May 14, 2021	BUY	$28.95 - $34.77 $57,842 - $69,470	1,998 Added 40.74%	6,902 $235,000
Q4 2020 Feb 12, 2021	BUY	$23.61 - $29.48 $188 - $235	8 Added 0.16%	4,904 $145,000
Q3 2020 Nov 12, 2020	SELL	$22.68 - $25.49 $38,102 - $42,823	-1,680 Reduced 25.55%	4,896 $118,000
Q2 2020 Aug 14, 2020	BUY	$19.55 - $26.74 $15,776 - $21,579	807 Added 13.99%	6,576 $152,000
Q1 2020 May 15, 2020	BUY	$17.66 - $31.17 $59,249 - $104,575	3,355 Added 138.98%	5,769 $120,000
Q2 2019 Aug 09, 2019	SELL	N/A	-816 Reduced 25.26%	2,414 $67,000
Q1 2019 May 15, 2019	SELL	N/A	-500 Reduced 13.4%	3,230 $83,000
Q4 2018 Feb 14, 2019	SELL	N/A	-1,621 Reduced 30.29%	3,730 $89,000
Q3 2018 Nov 07, 2018	SELL	N/A	-144 Reduced 2.62%	5,351 $148,000
Q2 2018 Aug 27, 2018	BUY	N/A	83 Added 1.53%	5,495 $146,000
Q1 2018 May 23, 2018	BUY	N/A	74 Added 1.39%	5,412 $149,000
Q4 2017 Feb 14, 2018	BUY	N/A	2,776 Added 108.35%	5,338 $149,000
Q3 2017 Nov 08, 2017	BUY	N/A	2,562	2,562 $66,000

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Bdo Wealth Advisors, LLC Financial Sector Spdr Transaction History