RE Dickinson Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-76	Closed	-$10	–	297
2022 Q2	$10	Sell	76 -184	-71%	-$24.1K	﹤0.01%	164
2022 Q1	$36K	Buy	260 +147	+130%	+$19.5K	0.02%	108
2021 Q4	$16K	Buy	+113	New	+$15K	0.01%	156

Other funds holding XLV

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

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

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

RE Dickinson Investment Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2022, closing a stake of 76 shares — an estimated $10 sold.

RE Dickinson Investment Advisors first reported a position in XLV in Q4 2021 and held it in 3 quarters. The position peaked at $36K in Q1 2022. 1,423 funds tracked by Wall St. Rank hold XLV as of Q3 2022.

RE Dickinson Investment Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
RE Dickinson Investment Advisors sold 76 State Street Health Care Select Sector SPDR ETF shares in Q3 2022, an estimated $10.
RE Dickinson Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 3 quarters.
RE Dickinson Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $36K in Q1 2022.
1,423 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2022.

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