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

Castle 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
2022 Q4	–	Sell	-5	Closed	–	–	652
2022 Q3	$0	Hold	5	–	–	﹤0.01%	749
2022 Q2	$0	Buy	+5	New	+$471	﹤0.01%	710

Other funds holding XLI

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Castle Wealth Management's XLI Position: Q4 2022 in Review

Castle Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2022, closing a stake of 5 shares.

Castle Wealth Management first reported a position in XLI in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 1,043 funds tracked by Wall St. Rank hold XLI as of Q4 2022.

Castle Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 5 State Street Industrial Select Sector SPDR ETF shares in Q4 2022.
Castle Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $0 in Q3 2022.
1,043 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.