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Health Care SPDR shares owned by Dumont & Blake Investment Advisors

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Dumont & Blake Investment Advisors from 13F filings

Historical chart of Dumont & Blake Investment Advisors investment in Health Care SPDR

Tip: Access up to 7 years of quarterly data

All positions including Health Care SPDR held by Dumont & Blake Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Health Care SPDR by Dumont & Blake Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $298k 2.0k 147.76
2014-12-31 $1.0M 15k 68.39
2014-09-30 $935k 15k 63.91
2011-12-31 $808k 23k 34.67
2011-09-30 $1.3M 42k 31.73
2011-03-31 $1.6M 47k 33.10

More positions owned by Dumont & Blake Investment Advisors

SPDR S&P 500 ETF Trust Ind (SPY)
Invesco QQQ Trust Series 1 Ind (QQQ)
Invesco S&P 500 Equal Weight E Ind (RSP)
Microsoft Corporation (MSFT)
Apple (AAPL)
SPDR S&P MidCap 400 ETF Trust Ind (MDY)
iShares DJ Select Dividend Ind Etf (DVY)
Schwab S&P 500 Index Fund Ind (SWPPX)
iShares Russell 2000 Index Fun Ind (IWM)
Vanguard High Dividend Yield E Etf (VYM)
iShares Russell Microcap Index Ind (IWC)
iShares S&P 500 Growth Etf (IVW)
iShares S&P Smallcap 600/BARRA Etf (IJT)
Amazon (AMZN)
iShares MSCI EAFE Index Etf (EFA)

View all positions for Dumont & Blake Investment Advisors

Top funds holding Health Care SPDR

Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Nissay Asset Management Corp
Raymond James & Associates
UBS Group
Janney Montgomery Scott
Susquehanna International
Citadel Advisors
Branch Banking & Trust Company
WestEnd Advisors
Goldman Sachs Group

View all funds holding Health Care SPDR