Castle Rock Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Castle Rock Wealth Management’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
2026 Q2	$217K	Buy	+1,182	New	+$205K	0.04%	263
2022 Q2	–	Sell	-12,483	Closed	-$1.27M	–	255
2022 Q1	$1.27M	Buy	12,483 +4,661	+60%	+$473K	0.58%	40
2021 Q4	$792K	Buy	+7,822	New	+$812K	0.32%	88

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Castle Rock Wealth Management's XLI Position: Q2 2026 in Review

Castle Rock Wealth Management opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 1,182 shares worth $217K. The stake represents 0.04% of the portfolio and ranks #263 among its holdings. This is a return to the name: Castle Rock Wealth Management previously reported a position in XLI as recently as Q1 2022.

Castle Rock Wealth Management first reported a position in XLI in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.27M in Q1 2022. 1,652 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Castle Rock Wealth Management held 1,182 shares of State Street Industrial Select Sector SPDR ETF worth $217K as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Castle Rock Wealth Management position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.04% of Castle Rock Wealth Management's portfolio in Q2 2026, its #263 holding.
Castle Rock Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
Castle Rock Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $1.27M in Q1 2022.
1,652 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.