Number of Shares
44,245.00
Current Holdings Value*
$4.27 Mil
% of Portfolio
1.25%
Total Estimate Gain
$1.86 Mil
% of Total Estimate Gain
29.49%

DUMONT & BLAKE INVESTMENT ADVISORS LLC's Communication Services Select Sector SPDR Fund Holding Summary

As of 2025-03-31, DUMONT & BLAKE INVESTMENT ADVISORS LLC held 44,245.00 shares of Communication Services Select Sector SPDR Fund(XLC), totaling $4.27 Mil. This investment constitutes 1.25% of their stock portfolio, and DUMONT & BLAKE INVESTMENT ADVISORS LLC now holds 0.02% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.

The initial trade took place in 2020Q2. And since then DUMONT & BLAKE INVESTMENT ADVISORS LLC has made 15 purchases of XLC, at an average price of $73.56, for a total of 85,978.00 shares. In addition, there have been 5 sales at an average price of $83.65 for 41,733.00 shares. Based on historical transaction data and XLC's current price of $106.19, DUMONT & BLAKE INVESTMENT ADVISORS LLC's estimated gain on his XLC holdings is $1.86 Mil, reflecting a 29.49% gain to date.

DUMONT & BLAKE INVESTMENT ADVISORS LLC XLC ($106.19) Holding Chart

DUMONT & BLAKE INVESTMENT ADVISORS LLC XLC ($106.19) 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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