Castle Rock Wealth Management »

Industrial SPDR shares owned by Castle Rock Wealth Management

Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Castle Rock Wealth Management from 13F filings

Historical chart of Castle Rock Wealth Management investment in Industrial SPDR

Tip: Access up to 7 years of quarterly data

All positions including Industrial SPDR held by Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Industrial SPDR by Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $217k 1.2k 183.40
2022-03-31 $1.3M 13k 101.42
2021-12-31 $792k 7.8k 101.25