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Dumont & Blake Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Dumont & Blake Investment Advisors’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,010
Closed -$653K – 213
2025
Q2 		$653K Hold
6,010
– – 0.17% 126
2025
Q1 		$593K Sell
6,010
-4,186
-41% -$454K 0.17% 125
2024
Q4 		$1.14M Buy
10,196
+998
+11% +$107K 0.31% 82
2024
Q3 		$922K Sell
9,198
-8,786
-49% -$821K 0.25% 100
2024
Q2 		$1.64M Buy
17,984
+9,902
+123% +$880K 0.23% 104
2024
Q1 		$743K Buy
8,082
+1,386
+21% +$123K 0.21% 110
2023
Q4 		$599K Buy
+6,696
New +$555K 0.19% 123
2017
Q4 		– Sell
-5,110
Closed -$230K – 206
2017
Q3 		$230K Hold
5,110
– – 0.1% 155
2017
Q2 		$229K Sell
5,110
-300
-6% -$13.4K 0.1% 154
2017
Q1 		$238K Hold
5,410
– – 0.11% 152
2016
Q4 		$220K Hold
5,410
– – 0.1% 155
2016
Q3 		$217K Hold
5,410
– – 0.11% 152
2016
Q2 		$211K Sell
5,410
-300
-5% -$11.8K 0.11% 149
2016
Q1 		$226K Hold
5,710
– – 0.12% 141
2015
Q4 		$223K Buy
+5,710
New +$227K 0.11% 145
2015
Q3 		– Sell
-5,340
Closed -$204K – 177
2015
Q2 		$204K Hold
5,340
– – 0.1% 140
2015
Q1 		$201K Sell
5,340
-400
-7% -$14.7K 0.1% 143
2014
Q4 		$207K Sell
5,740
-500
-8% -$17.1K 0.1% 138
2014
Q3 		$208K Sell
6,240
-160
-3% -$5.41K 0.11% 139
2014
Q2 		$214K Sell
6,400
-24,644
-79% -$799K 0.11% 141
2014
Q1 		$1M Buy
31,044
+802
+3% +$26.1K 0.52% 78
2013
Q4 		$1.01M Sell
30,242
-14,266
-32% -$454K 0.52% 82
2013
Q3 		$1.35M Buy
44,508
+730
+2% +$21.7K 0.64% 58
2013
Q2 		$1.24M Buy
+43,778
New +$1.21M 0.74% 49

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Dumont & Blake Investment Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2025, closing a stake of 6,010 shares — an estimated $653K sold.

Dumont & Blake Investment Advisors first reported a position in XLY in Q2 2013 and held it in 24 quarters. The position peaked at $1.64M in Q2 2024. 1,273 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

  • Dumont & Blake Investment Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 6,010 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $653K.
  • Dumont & Blake Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and held it in 24 quarters.
  • Dumont & Blake Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.64M in Q2 2024.
  • 1,273 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

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