Cardinal Strategic Wealth Guidance’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,008	Closed	-$193K	–	76
2023 Q4	$193K	Buy	2,008 +10	+0.5%	+$890	0.08%	62
2023 Q3	$164K	Hold	1,998	–	–	0.08%	63
2023 Q2	$174K	Buy	1,998 +1,598	+400%	+$126K	0.08%	61
2023 Q1	$30.2K	Sell	400 -98	-20%	-$6.74K	0.01%	73
2022 Q4	$31K	Hold	498	–	–	0.01%	78
2022 Q3	$30K	Hold	498	–	–	0.02%	69
2022 Q2	$32K	Hold	498	–	–	0.02%	73
2022 Q1	$40K	Buy	+498	New	+$39.1K	0.02%	80

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

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

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

RJA

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

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

Cardinal Strategic Wealth Guidance sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2024, closing a stake of 2,008 shares — an estimated $193K sold.

Cardinal Strategic Wealth Guidance first reported a position in XLK in Q1 2022 and held it in 8 quarters. The position peaked at $193K in Q4 2023. 1,955 funds tracked by Wall St. Rank hold XLK as of Q1 2024.

Cardinal Strategic Wealth Guidance reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 2,008 State Street Technology Select Sector SPDR ETF shares in Q1 2024, an estimated $193K.
Cardinal Strategic Wealth Guidance first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and held it in 8 quarters.
Cardinal Strategic Wealth Guidance's State Street Technology Select Sector SPDR ETF position peaked at $193K in Q4 2023.
1,955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2024.

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