RE Dickinson Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-42	Closed	-$3	–	294
2022 Q2	$3	Sell	42 -111	-73%	-$8.33K	﹤0.01%	236
2022 Q1	$12K	Sell	153 -59	-28%	-$4.45K	0.01%	171
2021 Q4	$16K	Buy	+212	New	+$15.4K	0.01%	155

Other funds holding XLP

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RE Dickinson Investment Advisors's XLP Position: Q3 2022 in Review

RE Dickinson Investment Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2022, closing a stake of 42 shares — an estimated $3 sold.

RE Dickinson Investment Advisors first reported a position in XLP in Q4 2021 and held it in 3 quarters. The position peaked at $16K in Q4 2021. 1,034 funds tracked by Wall St. Rank hold XLP as of Q3 2022.

RE Dickinson Investment Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
RE Dickinson Investment Advisors sold 42 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2022, an estimated $3.
RE Dickinson Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2021 and held it in 3 quarters.
RE Dickinson Investment Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $16K in Q4 2021.
1,034 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2022.

Based on RE Dickinson Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.