Dumont & Blake Investment Advisors LLC Energy Sector Spdr Transaction History

Dumont & Blake Investment Advisors LLC

  • $386 Million
  • Q3 2025

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 36,247 shares of XLE stock, worth $3.34 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
36,247
Previous 34,494 5.08%
Holding current value
$3.34 Million
Previous $2.93 Million 10.7%
% of portfolio
0.84%
Previous 0.82%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$84.25 - $91.99 $147,690 - $161,258
1,753 Added 5.08%
36,247 $3.24 Million
Q2 2025

Jul 29, 2025
SELL
$76.44 - $94.13 $31,187 - $38,405
-408 Reduced 1.17%
34,494 $2.93 Million
Q1 2025

Apr 08, 2025
SELL
$85.7 - $93.96 $108,924 - $119,423
-1,271 Reduced 3.51%
34,902 $3.23 Million
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
2,123
Shares Held
210M
Call Options Held
60.3M
Put Options Held
131M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Dumont & Blake Investment Advisors LLC Portfolio

Follow Dumont & Blake Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dumont & Blake Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dumont & Blake Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email