CPCM
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Cardinal Point Capital Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Cardinal Point Capital Management’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,199
Closed -$243K – 86
2023
Q1 		$243K Buy
+4,199
New +$228K 0.07% 71

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cardinal Point Capital Management's XLC Position: Q2 2023 in Review

Cardinal Point Capital Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2023, closing a stake of 4,199 shares — an estimated $243K sold.

Cardinal Point Capital Management first reported a position in XLC in Q1 2023 and held it in 1 quarter. The position peaked at $243K in Q1 2023. 741 funds tracked by Wall St. Rank hold XLC as of Q2 2023.

  • Cardinal Point Capital Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Cardinal Point Capital Management sold 4,199 State Street Communication Services Select Sector SPDR ETF shares in Q2 2023, an estimated $243K.
  • Cardinal Point Capital Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2023 and held it in 1 quarter.
  • Cardinal Point Capital Management's State Street Communication Services Select Sector SPDR ETF position peaked at $243K in Q1 2023.
  • 741 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2023.

Based on Cardinal Point Capital Management's 13F filing for Q2 2023, filed 10 Aug 2023.