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Dumont & Blake Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Dumont & Blake Investment Advisors’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-16,388
Closed -$628K – 212
2022
Q1 		$628K Buy
+16,388
New +$641K 0.17% 130

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Dumont & Blake Investment Advisors's XLF Position: Q2 2022 in Review

Dumont & Blake Investment Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2022, closing a stake of 16,388 shares — an estimated $628K sold.

Dumont & Blake Investment Advisors first reported a position in XLF in Q1 2022 and held it in 1 quarter. The position peaked at $628K in Q1 2022. 1,373 funds tracked by Wall St. Rank hold XLF as of Q2 2022.

  • Dumont & Blake Investment Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 16,388 State Street Financial Select Sector SPDR ETF shares in Q2 2022, an estimated $628K.
  • Dumont & Blake Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and held it in 1 quarter.
  • Dumont & Blake Investment Advisors's State Street Financial Select Sector SPDR ETF position peaked at $628K in Q1 2022.
  • 1,373 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2022.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.