Amica Retiree Medical Trust’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,802
Closed -$447K 105
2023
Q1
$447K Buy
+10,802
New +$462K 0.47% 72
2022
Q4
Sell
-7,092
Closed -$255K 104
2022
Q3
$255K Buy
7,092
+1,126
+19% +$42.6K 0.32% 93
2022
Q2
$213K Buy
+5,966
New +$239K 0.24% 101

Other funds holding XLE

Amica Retiree Medical Trust's XLE Position: Q2 2023 in Review

Amica Retiree Medical Trust sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2023, closing a stake of 10,802 shares — an estimated $447K sold.

Amica Retiree Medical Trust first reported a position in XLE in Q2 2022 and held it in 3 quarters. The position peaked at $447K in Q1 2023. 1,619 funds tracked by Wall St. Rank hold XLE as of Q2 2023.

  • Amica Retiree Medical Trust reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Amica Retiree Medical Trust sold 10,802 State Street Energy Select Sector SPDR ETF shares in Q2 2023, an estimated $447K.
  • Amica Retiree Medical Trust first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and held it in 3 quarters.
  • Amica Retiree Medical Trust's State Street Energy Select Sector SPDR ETF position peaked at $447K in Q1 2023.
  • 1,619 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2023.

Based on Amica Retiree Medical Trust's 13F filing for Q2 2023, filed 7 Aug 2023.