Cardinal Strategic Wealth Guidance’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cardinal Strategic Wealth Guidance’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-794	Closed	-$33.3K	–	75
2023 Q4	$33.3K	Sell	794 -22	-3%	-$941	0.01%	70
2023 Q3	$36.9K	Sell	816 -18	-2%	-$788	0.02%	71
2023 Q2	$33.8K	Hold	834	–	–	0.02%	72
2023 Q1	$34.5K	Sell	834 -41,724	-98%	-$1.78M	0.02%	71
2022 Q4	$1.86M	Buy	42,558 +4,756	+13%	+$207K	0.89%	23
2022 Q3	$1.36M	Buy	37,802 +2,676	+8%	+$101K	0.72%	18
2022 Q2	$1.26M	Sell	35,126 -32,932	-48%	-$1.32M	0.64%	19
2022 Q1	$2.6M	Buy	68,058 +5,436	+9%	+$188K	1.19%	15
2021 Q4	$1.74M	Sell	62,622 -7,846	-11%	-$222K	0.81%	18
2021 Q3	$1.83M	Buy	70,468 +2,308	+3%	+$57.2K	0.96%	17
2021 Q2	$1.84M	Buy	+68,160	New	+$1.77M	0.97%	19

Other funds holding XLE

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cardinal Strategic Wealth Guidance's XLE Position: Q1 2024 in Review

Cardinal Strategic Wealth Guidance sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2024, closing a stake of 794 shares — an estimated $33.3K sold.

Cardinal Strategic Wealth Guidance first reported a position in XLE in Q2 2021 and held it in 11 quarters. The position peaked at $2.6M in Q1 2022. 1,815 funds tracked by Wall St. Rank hold XLE as of Q1 2024.

Cardinal Strategic Wealth Guidance reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 794 State Street Energy Select Sector SPDR ETF shares in Q1 2024, an estimated $33.3K.
Cardinal Strategic Wealth Guidance first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and held it in 11 quarters.
Cardinal Strategic Wealth Guidance's State Street Energy Select Sector SPDR ETF position peaked at $2.6M in Q1 2022.
1,815 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2024.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2024, filed 25 Apr 2024.