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Dumont & Blake Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Dumont & Blake Investment Advisors’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.02M Sell
45,300
-1,006
-2% -$116K 1.26% 17
2025
Q4 		$5.45M Buy
46,306
+1,142
+3% +$131K 1.31% 17
2025
Q3 		$5.35M Buy
45,164
+731
+2% +$81.3K 1.3% 15
2025
Q2 		$4.82M Buy
44,433
+188
+0.4% +$18.5K 1.26% 14
2025
Q1 		$4.27M Buy
44,245
+4,202
+10% +$420K 1.2% 15
2024
Q4 		$3.88M Buy
40,043
+1,512
+4% +$144K 1.04% 17
2024
Q3 		$3.48M Sell
38,531
-38,647
-50% -$3.33M 0.93% 21
2024
Q2 		$6.61M Buy
77,178
+39,632
+106% +$3.27M 0.94% 21
2024
Q1 		$3.07M Buy
37,546
+6,132
+20% +$478K 0.88% 20
2023
Q4 		$2.28M Buy
31,414
+5,860
+23% +$403K 0.71% 36
2023
Q3 		$1.68M Buy
25,554
+331
+1% +$22.1K 0.57% 47
2023
Q2 		$1.64M Sell
25,223
-54
-0.2% -$3.29K 0.53% 47
2023
Q1 		$1.47M Buy
25,277
+616
+2% +$33.5K 0.5% 54
2022
Q4 		$1.18M Sell
24,661
-2,220
-8% -$109K 0.42% 71
2022
Q3 		$1.29M Sell
26,881
-343
-1% -$18.9K 0.48% 59
2022
Q2 		$1.48M Sell
27,224
-469
-2% -$28.2K 0.48% 59
2022
Q1 		$1.91M Buy
27,693
+452
+2% +$31.8K 0.52% 50
2021
Q4 		$2.12M Buy
27,241
+1,571
+6% +$124K 0.55% 47
2021
Q3 		$2.06M Buy
25,670
+1,076
+4% +$89.1K 0.59% 48
2021
Q2 		$1.99M Buy
24,594
+273
+1% +$21.3K 0.57% 48
2021
Q1 		$1.78M Buy
24,321
+1,641
+7% +$117K 0.55% 50
2020
Q4 		$1.53M Buy
22,680
+541
+2% +$34.4K 0.52% 52
2020
Q3 		$1.31M Buy
22,139
+1,048
+5% +$62.1K 0.5% 60
2020
Q2 		$1.14M Buy
+21,091
New +$1.08M 0.48% 60

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Dumont & Blake Investment Advisors's XLC Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.2% in Q1 2026, selling an estimated $116K and leaving 45,300 shares worth $5.02M. The position accounts for 1.26% of the portfolio, ranked #17.

Dumont & Blake Investment Advisors first reported a position in XLC in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.61M in Q2 2024. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • Dumont & Blake Investment Advisors held 45,300 shares of State Street Communication Services Select Sector SPDR ETF worth $5.02M as of Q1 2026.
  • Dumont & Blake Investment Advisors sold 1,006 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $116K.
  • State Street Communication Services Select Sector SPDR ETF made up 1.26% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #17 holding.
  • Dumont & Blake Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
  • Dumont & Blake Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $6.61M in Q2 2024.
  • 1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.