DUMONT & BLAKE INVESTMENT ADVISORS LLC SPY Holdings History
DUMONT & BLAKE INVESTMENT ADVISORS LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, DUMONT & BLAKE INVESTMENT ADVISORS LLC held 60,288.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $33.72 Mil. This investment constitutes 9.9% of their stock portfolio, and DUMONT & BLAKE INVESTMENT ADVISORS LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q4. And since then DUMONT & BLAKE INVESTMENT ADVISORS LLC has made 19 purchases of SPY, at an average price of $342.76, for a total of 140,151.00 shares. In addition, there have been 18 sales at an average price of $500.17 for 79,863.00 shares. Based on historical transaction data and SPY's current price of $627.58, DUMONT & BLAKE INVESTMENT ADVISORS LLC's estimated gain on his SPY holdings is $29.74 Mil, reflecting a 61.91% gain to date.
DUMONT & BLAKE INVESTMENT ADVISORS LLC SPY ($627.58) Holding Chart
DUMONT & BLAKE INVESTMENT ADVISORS LLC SPY ($627.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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