Cardinal Point Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,755
Closed -$379K 183
2024
Q4
$379K Buy
+2,755
New +$403K 0.06% 64
2023
Q2
Sell
-6,777
Closed -$877K 89
2023
Q1
$877K Buy
+6,777
New +$885K 0.27% 33

Other funds holding XLV

Cardinal Point Capital Management's XLV Position: Q1 2025 in Review

Cardinal Point Capital Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 2,755 shares — an estimated $379K sold.

Cardinal Point Capital Management first reported a position in XLV in Q1 2023 and held it in 2 quarters. The position peaked at $877K in Q1 2023. 1,768 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

  • Cardinal Point Capital Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Cardinal Point Capital Management sold 2,755 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $379K.
  • Cardinal Point Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and held it in 2 quarters.
  • Cardinal Point Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $877K in Q1 2023.
  • 1,768 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Cardinal Point Capital Management's 13F filing for Q1 2025, filed 8 May 2025.