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
2026 Q2	$264K	Buy	+1,663	New	+$247K	0.06%	170
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Dumont & Blake Investment Advisors opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,663 shares worth $264K. The stake represents 0.06% of the portfolio and ranks #170 among its holdings. This is a return to the name: Dumont & Blake Investment Advisors previously reported a position in XLV as recently as Q2 2025.

Dumont & Blake Investment Advisors first reported a position in XLV in Q3 2014 and has held it in 9 quarters since. The position peaked at $1.01M in Q4 2014. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Dumont & Blake Investment Advisors held 1,663 shares of State Street Health Care Select Sector SPDR ETF worth $264K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Dumont & Blake Investment Advisors position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.06% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #170 holding.
Dumont & Blake Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2014 and has held it in 9 quarters since.
Dumont & Blake Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.01M in Q4 2014.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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