Number of Shares
5,638.00
Current Holdings Value*
$738,930.00
% of Portfolio
0.22%
Total Estimate Gain
$337,151.53
% of Total Estimate Gain
16.41%

DUMONT & BLAKE INVESTMENT ADVISORS LLC's Industrial Select Sector SPDR Holding Summary

As of 2025-03-31, DUMONT & BLAKE INVESTMENT ADVISORS LLC held 5,638.00 shares of Industrial Select Sector SPDR(XLI), totaling $738,930.00. This investment constitutes 0.22% of their stock portfolio, and DUMONT & BLAKE INVESTMENT ADVISORS LLC now holds 0% of the outstanding Industrial Select Sector SPDR(XLI) stock.

The initial trade took place in 2013Q4. And since then DUMONT & BLAKE INVESTMENT ADVISORS LLC has made 11 purchases of XLI, at an average price of $73.93, for a total of 27,792.00 shares. In addition, there have been 7 sales at an average price of $69.41 for 22,154.00 shares. Based on historical transaction data and XLI's current price of $151.46, DUMONT & BLAKE INVESTMENT ADVISORS LLC's estimated gain on his XLI holdings is $337,151.53, reflecting a 16.41% gain to date.

DUMONT & BLAKE INVESTMENT ADVISORS LLC XLI ($151.46) Holding Chart

DUMONT & BLAKE INVESTMENT ADVISORS LLC XLI ($151.46) 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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