Cardinal Point Capital Management, Ulc Energy Sector Spdr Transaction History

Cardinal Point Capital Management, Ulc

  • $1.09 Trillion
  • Q1 2025

A detailed history of Cardinal Point Capital Management, Ulc transactions in Energy Sector Spdr stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 3,365 shares of XLE stock, worth $274,348. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,365
Previous 4,386 23.28%
Holding current value
$274,348
Previous $376 Million 16.3%
% of portfolio
0.03%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$85.7 - $93.96 $87,499 - $95,933
-1,021 Reduced 23.28%
3,365 $314 Million
Q4 2024

Jan 13, 2025
BUY
$83.32 - $97.27 $365,441 - $426,626
4,386 New
4,386 $376 Million
Q1 2023

Jun 21, 2023
BUY
$76.97 - $93.11 $356,063 - $430,726
4,626 New
4,626 $383 Million

Others Institutions Holding XLE

# of Institutions
2,177
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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