RE Dickinson Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$33.8K	Hold	700	–	–	0.02%	109
2024 Q3	$31.7K	Hold	700	–	–	0.02%	107
2024 Q2	$28.8K	Hold	700	–	–	0.02%	109
2024 Q1	$29K	Hold	700	–	–	0.02%	106
2023 Q4	$26K	Hold	700	–	–	0.02%	112
2023 Q3	$23K	Buy	700 +200	+40%	+$6.89K	0.02%	120
2023 Q2	$17K	Hold	500	–	–	0.01%	226
2023 Q1	$16K	Hold	500	–	–	0.01%	239
2022 Q4	$17K	Hold	500	–	–	0.01%	225
2022 Q3	$15K	Sell	500 -277	-36%	-$9.16K	0.01%	132
2022 Q2	$24K	Sell	777 -1,092	-58%	-$37.7K	﹤0.01%	115
2022 Q1	$72K	Buy	1,869 +1,369	+274%	+$53.5K	0.05%	75
2021 Q4	$20K	Buy	+500	New	+$19.7K	0.02%	141

Other funds holding XLF

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

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

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

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

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

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

RE Dickinson Investment Advisors held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q4 2024 at 700 shares worth $33.8K. The position accounts for 0.02% of the portfolio, ranked #109.

RE Dickinson Investment Advisors first reported a position in XLF in Q4 2021 and has held it in 13 quarters since. The position peaked at $72K in Q1 2022. 1,776 funds tracked by Wall St. Rank hold XLF as of Q4 2024.

RE Dickinson Investment Advisors held 700 shares of State Street Financial Select Sector SPDR ETF worth $33.8K as of Q4 2024.
RE Dickinson Investment Advisors left its State Street Financial Select Sector SPDR ETF share count unchanged in Q4 2024.
State Street Financial Select Sector SPDR ETF made up 0.02% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #109 holding.
RE Dickinson Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $72K in Q1 2022.
1,776 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2024.

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