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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.02M Buy
10,102
+3,365
+50% +$338K 0.96% 48
2022
Q4
$662K Buy
+6,737
New +$642K 0.62% 60

Other funds holding XLI

Catalyst Wealth Management's XLI Position: Q1 2023 in Review

Catalyst Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 50% in Q1 2023, buying an estimated $338K and bringing the position to 10,102 shares worth $1.02M. The position accounts for 0.96% of the portfolio, ranked #48.

Catalyst Wealth Management first reported a position in XLI in Q4 2022 and has held it in 2 quarters since. 1,051 funds tracked by Wall St. Rank hold XLI as of Q1 2023.

  • Catalyst Wealth Management held 10,102 shares of State Street Industrial Select Sector SPDR ETF worth $1.02M as of Q1 2023.
  • Catalyst Wealth Management bought 3,365 State Street Industrial Select Sector SPDR ETF shares in Q1 2023, an estimated $338K.
  • State Street Industrial Select Sector SPDR ETF made up 0.96% of Catalyst Wealth Management's portfolio in Q1 2023, its #48 holding.
  • Catalyst Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,051 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.