Phocas Financial Corp’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Phocas Financial Corp’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 Q1	–	Sell	-1,175	Closed	-$115K	–	324
2022 Q4	$115K	Buy	+1,175	New	+$112K	0.02%	207

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

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Phocas Financial Corp sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q1 2023, closing a stake of 1,175 shares — an estimated $115K sold.

Phocas Financial Corp first reported a position in XLI in Q4 2022 and held it in 1 quarter. The position peaked at $115K in Q4 2022. 1,050 funds tracked by Wall St. Rank hold XLI as of Q1 2023.

Phocas Financial Corp reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Phocas Financial Corp sold 1,175 State Street Industrial Select Sector SPDR ETF shares in Q1 2023, an estimated $115K.
Phocas Financial Corp first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
Phocas Financial Corp's State Street Industrial Select Sector SPDR ETF position peaked at $115K in Q4 2022.
1,050 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2023.

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