Dumont & Blake Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,038	Closed	-$679K	–	212
2025 Q2	$679K	Sell	5,038 -81	-2%	-$10.9K	0.18%	124
2025 Q1	$747K	Buy	5,119 +2,988	+140%	+$434K	0.21%	111
2024 Q4	$293K	Buy	2,131 +107	+5%	+$15.7K	0.08%	167
2024 Q3	$312K	Sell	2,024 -2,018	-50%	-$306K	0.08%	166
2024 Q2	$589K	Buy	4,042 +2,024	+100%	+$290K	0.08%	163
2024 Q1	$298K	Buy	+2,018	New	+$290K	0.09%	163
2015 Q1	–	Sell	-14,841	Closed	-$1.01M	–	172
2014 Q4	$1.01M	Buy	14,841 +211	+1%	+$14.1K	0.5%	81
2014 Q3	$935K	Buy	+14,630	New	+$916K	0.48%	88

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Dumont & Blake Investment Advisors's XLV Position: Q3 2025 in Review

Dumont & Blake Investment Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 5,038 shares — an estimated $679K sold.

Dumont & Blake Investment Advisors first reported a position in XLV in Q3 2014 and held it in 8 quarters. The position peaked at $1.01M in Q4 2014. 1,647 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Dumont & Blake Investment Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Dumont & Blake Investment Advisors sold 5,038 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $679K.
Dumont & Blake Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2014 and held it in 8 quarters.
Dumont & Blake Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.01M in Q4 2014.
1,647 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Dumont & Blake Investment Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.