Amica Retiree Medical Trust’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Amica Retiree Medical Trust’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
2023 Q2	–	Sell	-5,286	Closed	-$535K	–	106
2023 Q1	$535K	Sell	5,286 -20,062	-79%	-$2.02M	0.57%	63
2022 Q4	$2.49M	Sell	25,348 -1,470	-5%	-$140K	3.2%	5
2022 Q3	$2.22M	Buy	26,818 +2,203	+9%	+$203K	2.78%	5
2022 Q2	$2.15M	Buy	24,615 +3,048	+14%	+$287K	2.44%	5
2022 Q1	$2.22M	Buy	+21,567	New	+$2.19M	2.08%	6

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Amica Retiree Medical Trust sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2023, closing a stake of 5,286 shares — an estimated $535K sold.

Amica Retiree Medical Trust first reported a position in XLI in Q1 2022 and held it in 5 quarters. The position peaked at $2.49M in Q4 2022. 1,092 funds tracked by Wall St. Rank hold XLI as of Q2 2023.

Amica Retiree Medical Trust reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Amica Retiree Medical Trust sold 5,286 State Street Industrial Select Sector SPDR ETF shares in Q2 2023, an estimated $535K.
Amica Retiree Medical Trust first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and held it in 5 quarters.
Amica Retiree Medical Trust's State Street Industrial Select Sector SPDR ETF position peaked at $2.49M in Q4 2022.
1,092 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2023.

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