Cardinal Point Wealth Management Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Cardinal Point Wealth Management Partners's XLE Position: Q1 2023 in Review
Cardinal Point Wealth Management Partners opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023: 9,252 shares worth $383K. The stake represents 0.12% of the portfolio and ranks #59 among its holdings.
1,663 funds tracked by Wall St. Rank hold XLE as of Q1 2023.
- Cardinal Point Wealth Management Partners held 9,252 shares of State Street Energy Select Sector SPDR ETF worth $383K as of Q1 2023.
- State Street Energy Select Sector SPDR ETF was a new Cardinal Point Wealth Management Partners position in Q1 2023.
- State Street Energy Select Sector SPDR ETF made up 0.12% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #59 holding.
- 1,663 funds tracked by Wall St. Rank held State Street Energy 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.