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

Dumont & Blake Investment Advisors’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Buy
6,229
+351
+6% +$61K 0.26% 89
2026
Q1 		$951K Sell
5,878
-61
-1% -$10.2K 0.24% 101
2025
Q4 		$921K Buy
5,939
+9
+0.2% +$1.39K 0.22% 106
2025
Q3 		$915K Buy
5,930
+210
+4% +$31.8K 0.22% 104
2025
Q2 		$844K Buy
5,720
+82
+1% +$11.2K 0.22% 105
2025
Q1 		$739K Buy
5,638
+2,126
+61% +$287K 0.21% 114
2024
Q4 		$463K Sell
3,512
-75
-2% -$10.3K 0.12% 139
2024
Q3 		$486K Sell
3,587
-3,571
-50% -$454K 0.13% 139
2024
Q2 		$872K Buy
7,158
+3,588
+101% +$442K 0.12% 141
2024
Q1 		$450K Sell
3,570
-130
-4% -$15.3K 0.13% 139
2023
Q4 		$422K Buy
3,700
+124
+3% +$13K 0.13% 137
2023
Q3 		$363K Sell
3,576
-219
-6% -$23.4K 0.12% 138
2023
Q2 		$407K Buy
3,795
+13
+0.3% +$1.31K 0.13% 138
2023
Q1 		$383K Buy
3,782
+32
+0.9% +$3.22K 0.13% 139
2022
Q4 		$368K Buy
3,750
+3
+0.1% +$286 0.13% 140
2022
Q3 		$310K Buy
3,747
+15
+0.4% +$1.38K 0.12% 149
2022
Q2 		$326K Sell
3,732
-598
-14% -$56.4K 0.11% 160
2022
Q1 		$446K Buy
+4,330
New +$440K 0.12% 151
2015
Q1 		– Sell
-16,298
Closed -$922K – 170
2014
Q4 		$922K Buy
16,298
+440
+3% +$24.2K 0.46% 89
2014
Q3 		$843K Buy
15,858
+128
+0.8% +$6.87K 0.43% 93
2014
Q2 		$850K Buy
15,730
+136
+0.9% +$7.27K 0.43% 89
2014
Q1 		$816K Sell
15,594
-1,263
-7% -$64.9K 0.42% 96
2013
Q4 		$881K Sell
16,857
-12,995
-44% -$639K 0.45% 93
2013
Q3 		$1.39M Buy
29,852
+411
+1% +$18.6K 0.66% 56
2013
Q2 		$1.25M Buy
+29,441
New +$1.25M 0.75% 47

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dumont & Blake Investment Advisors's XLI Position: Q2 2026 in Review

Dumont & Blake Investment Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 6% in Q2 2026, buying an estimated $61K and bringing the position to 6,229 shares worth $1.15M. The position accounts for 0.26% of the portfolio, ranked #89.

Dumont & Blake Investment Advisors first reported a position in XLI in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.39M in Q3 2013. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Dumont & Blake Investment Advisors held 6,229 shares of State Street Industrial Select Sector SPDR ETF worth $1.15M as of Q2 2026.
  • Dumont & Blake Investment Advisors bought 351 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $61K.
  • State Street Industrial Select Sector SPDR ETF made up 0.26% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #89 holding.
  • Dumont & Blake Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 25 quarters since.
  • Dumont & Blake Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $1.39M in Q3 2013.
  • 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.