RE Dickinson Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

RE Dickinson Investment Advisors’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
2024 Q4	$25.8K	Buy	+266	New	+$25.4K	0.01%	117
2022 Q3	–	Sell	-114	Closed	-$6K	–	292
2022 Q2	$6K	Sell	114 -468	-80%	-$28.2K	﹤0.01%	195
2022 Q1	$40K	Buy	+582	New	+$41K	0.03%	100

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RE Dickinson Investment Advisors's XLC Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2024: 266 shares worth $25.8K. The stake represents 0.01% of the portfolio and ranks #117 among its holdings. This is a return to the name: RE Dickinson Investment Advisors previously reported a position in XLC as recently as Q2 2022.

RE Dickinson Investment Advisors first reported a position in XLC in Q1 2022 and has held it in 3 quarters since. The position peaked at $40K in Q1 2022. 1,052 funds tracked by Wall St. Rank hold XLC as of Q4 2024.

RE Dickinson Investment Advisors held 266 shares of State Street Communication Services Select Sector SPDR ETF worth $25.8K as of Q4 2024.
State Street Communication Services Select Sector SPDR ETF was a new RE Dickinson Investment Advisors position in Q4 2024.
State Street Communication Services Select Sector SPDR ETF made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #117 holding.
RE Dickinson Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2022 and has held it in 3 quarters since.
RE Dickinson Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $40K in Q1 2022.
1,052 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.