Cardinal Point Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,210
Closed -$464K 90
2023
Q1
$464K Buy
+6,210
New +$445K 0.14% 54

Other funds holding XLY

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

Cardinal Point Capital Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2023, closing a stake of 6,210 shares — an estimated $464K sold.

Cardinal Point Capital Management first reported a position in XLY in Q1 2023 and held it in 1 quarter. The position peaked at $464K in Q1 2023. 1,031 funds tracked by Wall St. Rank hold XLY as of Q2 2023.

  • Cardinal Point Capital Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Cardinal Point Capital Management sold 6,210 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2023, an estimated $464K.
  • Cardinal Point Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2023 and held it in 1 quarter.
  • Cardinal Point Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $464K in Q1 2023.
  • 1,031 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2023.

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