Dumont & Blake Investment Advisors LLC Select Sector Spdr Fund Health Transaction History

Dumont & Blake Investment Advisors LLC

  • $358 Million
  • Q2 2025

A detailed history of Dumont & Blake Investment Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 5,038 shares of XLV stock, worth $678,820. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,038
Previous 5,119 1.58%
Holding current value
$678,820
Previous $739,000 8.12%
% of portfolio
0.19%
Previous 0.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$128.77 - $144.3 $10,430 - $11,688
-81 Reduced 1.58%
5,038 $679,000
Q1 2025

Apr 08, 2025
BUY
$137.61 - $149.68 $411,178 - $447,243
2,988 Added 140.22%
5,119 $739,000
Q4 2024

Jan 23, 2025
BUY
$136.28 - $154.74 $14,581 - $16,557
107 Added 5.29%
2,131 $293,000
Q3 2024

Oct 23, 2024
SELL
$143.3 - $157.24 $289,179 - $317,310
-2,018 Reduced 49.93%
2,024 $311,000
Q2 2024

Jul 23, 2024
BUY
$138.43 - $147.09 $280,182 - $297,710
2,024 Added 100.3%
4,042 $589,000
Q1 2024

Apr 17, 2024
BUY
$138.48 - $147.86 $279,452 - $298,381
2,018 New
2,018 $298,000

Others Institutions Holding XLV

# of Institutions
2,001
Shares Held
268M
Call Options Held
12.1M
Put Options Held
17.3M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

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