Factory Mutual Insurance’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Factory Mutual Insurance’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-437,647	Closed	-$21M	–	151
2022 Q4	$21M	Hold	437,647	–	–	0.32%	93
2022 Q3	$21M	Hold	437,647	–	–	0.34%	92
2022 Q2	$23.8M	Hold	437,647	–	–	0.39%	84
2022 Q1	$30.1M	Hold	437,647	–	–	0.41%	85
2021 Q4	$30.7M	Hold	437,647	–	–	0.44%	80
2021 Q3	$35.1M	Buy	437,647 +122,222	+39%	+$10.1M	0.44%	78
2021 Q2	$25.5M	Buy	315,425 +43,025	+16%	+$3.35M	0.31%	98
2021 Q1	$20M	Hold	272,400	–	–	0.26%	108
2020 Q4	$18.4M	Buy	+272,400	New	+$17.3M	0.25%	102

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Factory Mutual Insurance's XLC Position: Q1 2023 in Review

Factory Mutual Insurance sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2023, closing a stake of 437,647 shares — an estimated $21M sold.

Factory Mutual Insurance first reported a position in XLC in Q4 2020 and held it in 9 quarters. The position peaked at $35.1M in Q3 2021. 652 funds tracked by Wall St. Rank hold XLC as of Q1 2023.

Factory Mutual Insurance reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Factory Mutual Insurance sold 437,647 State Street Communication Services Select Sector SPDR ETF shares in Q1 2023, an estimated $21M.
Factory Mutual Insurance first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2020 and held it in 9 quarters.
Factory Mutual Insurance's State Street Communication Services Select Sector SPDR ETF position peaked at $35.1M in Q3 2021.
652 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2023.

Based on Factory Mutual Insurance's 13F filing for Q1 2023, filed 8 May 2023.