Dumont & Blake Investment Advisors LLC Select Sector Spdr Consumer Di Transaction History

Dumont & Blake Investment Advisors LLC

$349 Million
Q4 2024

A detailed history of Dumont & Blake Investment Advisors LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 5,098 shares of XLY stock, worth $1.1 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

5,098

Previous 4,599 10.85%

Holding current value

$1.1 Million

Previous $921,000 24.1%

% of portfolio

0.33%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$194.8 - $239.43 $97,205 - $119,475	499 Added 10.85%	5,098 $1.14 Million
Q3 2024 Oct 23, 2024	SELL	$170.05 - $200.86 $747,029 - $882,377	-4,393 Reduced 48.85%	4,599 $921,000
Q2 2024 Jul 23, 2024	BUY	$169.76 - $184.45 $840,481 - $913,211	4,951 Added 122.52%	8,992 $1.64 Million
Q1 2024 Apr 17, 2024	BUY	$170.9 - $185.02 $118,433 - $128,218	693 Added 20.7%	4,041 $743,000
Q4 2023 Jan 23, 2024	BUY	$148.04 - $181.41 $495,637 - $607,360	3,348 New	3,348 $599,000
Q4 2017 Feb 15, 2018	SELL	N/A	-2,555 Closed	0 $0
Q3 2017 Oct 31, 2017	BUY	N/A	2,555	2,555 $230,000

Others Institutions Holding XLY

# of Institutions

1,451

Shares Held

82.9M

Call Options Held

7.57M

Put Options Held

18.1M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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Dumont & Blake Investment Advisors LLC Select Sector Spdr Consumer Di Transaction History