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

Cardinal Point Wealth Management Partners’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 Q1	$243K	Buy	+4,199	New	+$228K	0.07%	71

Other funds holding XLC

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Cardinal Point Wealth Management Partners's XLC Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2023: 4,199 shares worth $243K. The stake represents 0.07% of the portfolio and ranks #71 among its holdings.

652 funds tracked by Wall St. Rank hold XLC as of Q1 2023.

Cardinal Point Wealth Management Partners held 4,199 shares of State Street Communication Services Select Sector SPDR ETF worth $243K as of Q1 2023.
State Street Communication Services Select Sector SPDR ETF was a new Cardinal Point Wealth Management Partners position in Q1 2023.
State Street Communication Services Select Sector SPDR ETF made up 0.07% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #71 holding.
652 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.