Dumont & Blake Investment Advisors LLC Energy Sector Spdr Transaction History

Dumont & Blake Investment Advisors LLC

  • $349 Million
  • Q4 2024

A detailed history of Dumont & Blake Investment Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 36,173 shares of XLE stock, worth $3.32 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
36,173
Previous 36,866 1.88%
Holding current value
$3.32 Million
Previous $3.24 Million 4.26%
% of portfolio
0.89%
Previous 0.92%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$83.32 - $97.27 $57,740 - $67,408
-693 Reduced 1.88%
36,173 $3.1 Million
Q3 2024

Oct 23, 2024
SELL
$84.35 - $93.39 $3.1 Million - $3.43 Million
-36,726 Reduced 49.9%
36,866 $3.24 Million
Q2 2024

Jul 23, 2024
BUY
$88.04 - $98.08 $3.25 Million - $3.62 Million
36,901 Added 100.57%
73,592 $6.71 Million
Q1 2024

Apr 17, 2024
BUY
$79.91 - $94.41 $70,560 - $83,364
883 Added 2.47%
36,691 $3.46 Million
Q4 2023

Jan 23, 2024
BUY
$81.2 - $91.96 $314,000 - $355,609
3,867 Added 12.11%
35,808 $3 Million
Q3 2023

Oct 27, 2023
BUY
$79.09 - $93.36 $9,728 - $11,483
123 Added 0.39%
31,941 $2.89 Million
Q2 2023

Aug 03, 2023
BUY
$76.59 - $87.23 $3,523 - $4,012
46 Added 0.14%
31,818 $2.58 Million
Q1 2023

Apr 14, 2023
BUY
$76.97 - $93.11 $4,233 - $5,121
55 Added 0.17%
31,772 $2.63 Million
Q4 2022

Jan 26, 2023
SELL
$76.09 - $94.08 $20,087 - $24,837
-264 Reduced 0.83%
31,717 $2.77 Million
Q3 2022

Oct 24, 2022
SELL
$67.49 - $84.09 $13,565 - $16,902
-201 Reduced 0.62%
31,981 $2.3 Million
Q2 2022

Aug 03, 2022
BUY
$70.66 - $92.28 $191,559 - $250,171
2,711 Added 9.2%
32,182 $2.3 Million
Q1 2022

Apr 27, 2022
BUY
$57.22 - $78.75 $943,786 - $1.3 Million
16,494 Added 127.1%
29,471 $2.25 Million
Q4 2021

Jan 31, 2022
BUY
$53.01 - $59.14 $19,878 - $22,177
375 Added 2.98%
12,977 $720,000
Q2 2021

Jul 22, 2021
BUY
$47.07 - $56.19 $4,236 - $5,057
90 Added 0.72%
12,602 $679,000
Q4 2020

Jan 29, 2021
BUY
$27.71 - $41.6 $346,707 - $520,499
12,512 New
12,512 $474,000

Others Institutions Holding XLE

# of Institutions
2,038
Shares Held
234M
Call Options Held
45.8M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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