Cardinal Point Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Cardinal Point Capital Management’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,300	Closed	-$334K	–	87
2023 Q1	$334K	Buy	+3,300	New	+$332K	0.1%	61

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Cardinal Point Capital Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2023, closing a stake of 3,300 shares — an estimated $334K sold.

Cardinal Point Capital Management first reported a position in XLI in Q1 2023 and held it in 1 quarter. The position peaked at $334K in Q1 2023. 1,091 funds tracked by Wall St. Rank hold XLI as of Q2 2023.

Cardinal Point Capital Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Cardinal Point Capital Management sold 3,300 State Street Industrial Select Sector SPDR ETF shares in Q2 2023, an estimated $334K.
Cardinal Point Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and held it in 1 quarter.
Cardinal Point Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $334K in Q1 2023.
1,091 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2023.

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