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 $234,507. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,088
Previous 1,070 1.68%
Holding current value
$234,507
Previous $160,000 15.0%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,450
Shares Held
82.9M
Call Options Held
7.57M
Put Options Held
18.1M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Bdo Wealth Advisors, LLC Portfolio

Follow Bdo Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email