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

Cardinal Point Wealth Management Partners’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
Q1 		$334K Buy
+3,300
New +$332K 0.1% 61

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Cardinal Point Wealth Management Partners opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2023: 3,300 shares worth $334K. The stake represents 0.1% of the portfolio and ranks #61 among its holdings.

1,050 funds tracked by Wall St. Rank hold XLI as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 3,300 shares of State Street Industrial Select Sector SPDR ETF worth $334K as of Q1 2023.
  • State Street Industrial Select Sector SPDR ETF was a new Cardinal Point Wealth Management Partners position in Q1 2023.
  • State Street Industrial Select Sector SPDR ETF made up 0.1% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #61 holding.
  • 1,050 funds tracked by Wall St. Rank held State Street Industrial 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.