Phocas Financial Corp’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Phocas Financial Corp’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	-1,450	Closed	-$69.6K	–	322
2022 Q4	$69.6K	Buy	+1,450	New	+$71K	0.01%	227
2022 Q3	–	Sell	-4,150	Closed	-$225K	–	211
2022 Q2	$225K	Hold	4,150	–	–	0.03%	197
2022 Q1	$285K	Buy	+4,150	New	+$292K	0.04%	191

Other funds holding XLC

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Phocas Financial Corp's XLC Position: Q1 2023 in Review

Phocas Financial Corp sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2023, closing a stake of 1,450 shares — an estimated $69.6K sold.

Phocas Financial Corp first reported a position in XLC in Q1 2022 and held it in 3 quarters. The position peaked at $285K in Q1 2022. 652 funds tracked by Wall St. Rank hold XLC as of Q1 2023.

Phocas Financial Corp reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Phocas Financial Corp sold 1,450 State Street Communication Services Select Sector SPDR ETF shares in Q1 2023, an estimated $69.6K.
Phocas Financial Corp first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2022 and held it in 3 quarters.
Phocas Financial Corp's State Street Communication Services Select Sector SPDR ETF position peaked at $285K in Q1 2022.
652 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.