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

Dumont & Blake Investment Advisors’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.68M	Buy	40,322 +818	+2%	+$140K	1.73%	12
2026 Q1	$5.25M	Sell	39,504 -344	-0.9%	-$48.5K	1.31%	16
2025 Q4	$5.74M	Buy	39,848 +774	+2%	+$112K	1.38%	15
2025 Q3	$5.51M	Buy	39,074 +9,268	+31%	+$1.23M	1.34%	14
2025 Q2	$3.77M	Buy	29,806 +36	+0.1%	+$4K	0.99%	21
2025 Q1	$3.07M	Buy	29,770 +2,326	+8%	+$264K	0.86%	23
2024 Q4	$3.19M	Buy	27,444 +894	+3%	+$104K	0.86%	23
2024 Q3	$3M	Sell	26,550 -27,584	-51%	-$3.03M	0.8%	27
2024 Q2	$6.12M	Buy	54,134 +26,972	+99%	+$2.84M	0.87%	23
2024 Q1	$2.83M	Buy	27,162 +2,534	+10%	+$256K	0.81%	27
2023 Q4	$2.37M	Sell	24,628 -6,112	-20%	-$544K	0.73%	34
2023 Q3	$2.52M	Buy	30,740 +2,952	+11%	+$253K	0.85%	27
2023 Q2	$2.42M	Buy	27,788 +1,836	+7%	+$145K	0.79%	30
2023 Q1	$1.96M	Sell	25,952 -80	-0.3%	-$5.5K	0.66%	39
2022 Q4	$1.62M	Sell	26,032 -682	-3%	-$43.3K	0.57%	50
2022 Q3	$1.59M	Sell	26,714 -294	-1%	-$20.1K	0.59%	46
2022 Q2	$1.72M	Sell	27,008 -1,044	-4%	-$72.7K	0.56%	48
2022 Q1	$2.23M	Sell	28,052 -7,084	-20%	-$556K	0.61%	43
2021 Q4	$3.05M	Buy	35,136 +1,800	+5%	+$148K	0.8%	30
2021 Q3	$2.49M	Sell	33,336 -36	-0.1%	-$2.78K	0.71%	36
2021 Q2	$2.46M	Sell	33,372 -186	-0.6%	-$13K	0.7%	37
2021 Q1	$2.23M	Buy	33,558 +462	+1%	+$30.5K	0.68%	38
2020 Q4	$2.15M	Buy	33,096 +180	+0.5%	+$11K	0.74%	33
2020 Q3	$1.92M	Buy	32,916 +2,096	+7%	+$118K	0.73%	35
2020 Q2	$1.61M	Buy	30,820 +310	+1%	+$14.6K	0.67%	42
2020 Q1	$1.23M	Sell	30,510 -1,216	-4%	-$55.5K	0.63%	48
2019 Q4	$1.45M	Buy	31,726 +330	+1%	+$14.1K	0.57%	50
2019 Q3	$1.26M	Buy	31,396 +1,388	+5%	+$55.5K	0.53%	53
2019 Q2	$1.17M	Sell	30,008 -10,368	-26%	-$395K	0.49%	60
2019 Q1	$1.49M	Sell	40,376 -198	-0.5%	-$6.78K	0.63%	46
2018 Q4	$1.26M	Sell	40,574 -3,442	-8%	-$116K	0.59%	49
2018 Q3	$1.66M	Buy	44,016 +2,272	+5%	+$83.3K	0.65%	43
2018 Q2	$1.45M	Buy	41,744 +792	+2%	+$27.2K	0.61%	47
2018 Q1	$1.34M	Sell	40,952 -10,480	-20%	-$352K	0.57%	57
2017 Q4	$1.65M	Sell	51,432 -200	-0.4%	-$6.27K	0.67%	42
2017 Q3	$1.53M	Sell	51,632 -110	-0.2%	-$3.17K	0.65%	45
2017 Q2	$1.42M	Hold	51,742	–	–	0.63%	43
2017 Q1	$1.38M	Buy	51,742 +448	+0.9%	+$11.5K	0.62%	47
2016 Q4	$1.24M	Buy	51,294 +170	+0.3%	+$4.06K	0.58%	54
2016 Q3	$1.22M	Sell	51,124 -1,088	-2%	-$25.3K	0.6%	49
2016 Q2	$1.13M	Buy	52,212 +120	+0.2%	+$2.6K	0.57%	57
2016 Q1	$1.16M	Buy	52,092 +650	+1%	+$13.4K	0.6%	55
2015 Q4	$1.1M	Buy	51,442 +1,510	+3%	+$32.5K	0.56%	65
2015 Q3	$986K	Buy	49,932 +1,630	+3%	+$33.6K	0.53%	69
2015 Q2	$1M	Buy	48,302 +1,186	+3%	+$25.3K	0.49%	81
2015 Q1	$976K	Buy	47,116 +1,660	+4%	+$34.6K	0.47%	84
2014 Q4	$940K	Buy	45,456 +850	+2%	+$17.2K	0.46%	88
2014 Q3	$890K	Buy	44,606 +994	+2%	+$19.7K	0.46%	91
2014 Q2	$836K	Sell	43,612 -218	-0.5%	-$4.04K	0.42%	93
2014 Q1	$797K	Buy	43,830 +2,608	+6%	+$46.6K	0.41%	97
2013 Q4	$737K	Sell	41,222 -17,778	-30%	-$301K	0.38%	106
2013 Q3	$945K	Buy	+59,000	New	+$941K	0.45%	92

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Dumont & Blake Investment Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.1% in Q2 2026, buying an estimated $140K and bringing the position to 40,322 shares worth $7.68M. The position accounts for 1.73% of the portfolio, ranked #12.

Dumont & Blake Investment Advisors first reported a position in XLK in Q3 2013 and has held it in 52 quarters since. 2,646 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Dumont & Blake Investment Advisors held 40,322 shares of State Street Technology Select Sector SPDR ETF worth $7.68M as of Q2 2026.
Dumont & Blake Investment Advisors bought 818 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $140K.
State Street Technology Select Sector SPDR ETF made up 1.73% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #12 holding.
Dumont & Blake Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2013 and has held it in 52 quarters since.
2,646 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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