Castle Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
PIF
AWA
Castle Wealth Management's XLU Position: Q4 2022 in Review
Castle Wealth Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2022, closing a stake of 312 shares — an estimated $10K sold.
Castle Wealth Management first reported a position in XLU in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q3 2022. 1,175 funds tracked by Wall St. Rank hold XLU as of Q4 2022.
- Castle Wealth Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
- Castle Wealth Management sold 312 State Street Utilities Select Sector SPDR ETF shares in Q4 2022, an estimated $10K.
- Castle Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
- Castle Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $10K in Q3 2022.
- 1,175 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2022.
Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.