Cardinal Strategic Wealth Guidance’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-369	Closed	-$50.3K	–	77
2023 Q4	$50.3K	Sell	369 -21,667	-98%	-$2.82M	0.02%	67
2023 Q3	$2.84M	Buy	22,036 +249	+1%	+$33.1K	1.31%	13
2023 Q2	$2.89M	Buy	21,787 +288	+1%	+$38K	1.28%	14
2023 Q1	$2.78M	Buy	21,499 +1,013	+5%	+$132K	1.29%	14
2022 Q4	$2.78M	Buy	20,486 +3,303	+19%	+$438K	1.34%	13
2022 Q3	$2.08M	Buy	17,183 +17,079	+16,422%	+$2.2M	1.11%	14
2022 Q2	$13K	Hold	104	–	–	0.01%	78
2022 Q1	$14K	Buy	+104	New	+$13.8K	0.01%	86

Other funds holding XLV

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Cardinal Strategic Wealth Guidance sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2024, closing a stake of 369 shares — an estimated $50.3K sold.

Cardinal Strategic Wealth Guidance first reported a position in XLV in Q1 2022 and held it in 8 quarters. The position peaked at $2.89M in Q2 2023. 1,666 funds tracked by Wall St. Rank hold XLV as of Q1 2024.

Cardinal Strategic Wealth Guidance reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 369 State Street Health Care Select Sector SPDR ETF shares in Q1 2024, an estimated $50.3K.
Cardinal Strategic Wealth Guidance first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and held it in 8 quarters.
Cardinal Strategic Wealth Guidance's State Street Health Care Select Sector SPDR ETF position peaked at $2.89M in Q2 2023.
1,666 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2024.

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