RE Dickinson Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

RE Dickinson Investment Advisors’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$13.7K	Hold	320	–	–	0.01%	155
2024 Q3	$14K	Hold	320	–	–	0.01%	151
2024 Q2	$14.6K	Hold	320	–	–	0.01%	145
2024 Q1	$15K	Hold	320	–	–	0.01%	143
2023 Q4	$13K	Hold	320	–	–	0.01%	152
2023 Q3	$14K	Hold	320	–	–	0.01%	158
2023 Q2	$13K	Hold	320	–	–	﹤0.01%	246
2023 Q1	$13K	Hold	320	–	–	﹤0.01%	253
2022 Q4	$14K	Hold	320	–	–	0.01%	236
2022 Q3	$12K	Sell	320 -46	-13%	-$1.74K	0.01%	143
2022 Q2	$13K	Sell	366 -424	-54%	-$17K	﹤0.01%	153
2022 Q1	$30K	Buy	790 +470	+147%	+$16.3K	0.02%	117
2021 Q4	$9K	Buy	+320	New	+$9.04K	0.01%	187

Other funds holding XLE

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

RE Dickinson Investment Advisors held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q4 2024 at 320 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #155.

RE Dickinson Investment Advisors first reported a position in XLE in Q4 2021 and has held it in 13 quarters since. The position peaked at $30K in Q1 2022. 1,889 funds tracked by Wall St. Rank hold XLE as of Q4 2024.

RE Dickinson Investment Advisors held 320 shares of State Street Energy Select Sector SPDR ETF worth $13.7K as of Q4 2024.
RE Dickinson Investment Advisors left its State Street Energy Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Energy Select Sector SPDR ETF made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #155 holding.
RE Dickinson Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $30K in Q1 2022.
1,889 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2024.

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