Dumont & Blake Investment Advisors LLC Utilities Sector Spdr Transaction History

Dumont & Blake Investment Advisors LLC

$358 Million
Q2 2025

A detailed history of Dumont & Blake Investment Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 9,656 shares of XLU stock, worth $832,154. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,656

Previous 9,806 1.53%

Holding current value

$832,154

Previous $764,000 3.14%

% of portfolio

0.22%

Previous 0.23%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$73.09 - $82.77 $10,963 - $12,415	-150 Reduced 1.53%	9,656 $788,000
Q1 2025 Apr 08, 2025	SELL	$74.7 - $80.27 $7,470 - $8,027	-100 Reduced 1.01%	9,806 $764,000
Q4 2024 Jan 23, 2025	SELL	$74.89 - $82.93 $8,986 - $9,951	-120 Reduced 1.2%	9,906 $749,000
Q3 2024 Oct 23, 2024	SELL	$67.67 - $80.78 $681,572 - $813,616	-10,072 Reduced 50.11%	10,026 $809,000
Q2 2024 Jul 23, 2024	BUY	$62.77 - $72.87 $621,987 - $722,068	9,909 Added 97.25%	20,098 $1.37 Million
Q1 2024 Apr 17, 2024	SELL	$59.95 - $65.65 $22,001 - $24,093	-367 Reduced 3.48%	10,189 $668,000
Q4 2023 Jan 23, 2024	SELL	$56.19 - $65.96 $56,190 - $65,960	-1,000 Reduced 8.65%	10,556 $669,000
Q3 2023 Oct 27, 2023	SELL	$58.83 - $68.46 $8,177 - $9,515	-139 Reduced 1.19%	11,556 $681,000
Q2 2023 Aug 03, 2023	BUY	$64.34 - $69.97 $4,825 - $5,247	75 Added 0.65%	11,695 $765,000
Q1 2023 Apr 14, 2023	SELL	$63.7 - $72.08 $58,285 - $65,953	-915 Reduced 7.3%	11,620 $787,000
Q4 2022 Jan 26, 2023	SELL	$61.52 - $72.67 $18,456 - $21,801	-300 Reduced 2.34%	12,535 $884,000
Q3 2022 Oct 24, 2022	SELL	$65.51 - $78.12 $1,310 - $1,562	-20 Reduced 0.16%	12,835 $841,000
Q2 2022 Aug 03, 2022	SELL	$64.87 - $76.96 $324 - $384	-5 Reduced 0.04%	12,855 $902,000
Q4 2021 Jan 31, 2022	SELL	$63.88 - $71.58 $20,761 - $23,263	-325 Reduced 2.46%	12,860 $921,000
Q2 2021 Jul 22, 2021	BUY	$63.23 - $67.72 $1,896 - $2,031	30 Added 0.23%	13,185 $834,000
Q1 2021 May 03, 2021	SELL	$58.36 - $64.15 $2,918 - $3,207	-50 Reduced 0.38%	13,155 $842,000
Q4 2020 Jan 29, 2021	SELL	$59.98 - $66.76 $103,165 - $114,827	-1,720 Reduced 11.52%	13,205 $828,000
Q3 2020 Oct 30, 2020	SELL	$56.7 - $61.49 $4,252 - $4,611	-75 Reduced 0.5%	14,925 $886,000
Q4 2019 Feb 05, 2020	SELL	$61.37 - $64.82 $4,602 - $4,861	-75 Reduced 0.5%	15,000 $969,000
Q3 2019 Nov 12, 2019	SELL	$62.5 - $64.93 $25,625 - $26,621	-410 Reduced 2.65%	15,075 $976,000
Q2 2019 Aug 01, 2019	SELL	N/A	-75 Reduced 0.48%	15,485 $923,000
Q4 2018 Feb 07, 2019	SELL	N/A	-525 Reduced 3.26%	15,560 $823,000
Q1 2018 Apr 26, 2018	SELL	N/A	-390 Reduced 2.37%	16,085 $813,000
Q4 2017 Feb 15, 2018	SELL	N/A	-4,045 Reduced 19.71%	16,475 $868,000
Q3 2017 Oct 31, 2017	BUY	N/A	20,520	20,520 $1.09 Million

Others Institutions Holding XLU

# of Institutions

1,591

Shares Held

152M

Call Options Held

13.6M

Put Options Held

38.6M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Dumont & Blake Investment Advisors LLC Utilities Sector Spdr Transaction History