Utilities SPDR shares owned by Dumont & Blake Investment Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Dumont & Blake Investment Advisors
from 13F filings
Historical chart of Dumont & Blake Investment Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Dumont & Blake Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $829k | 9.5k | 87.21 |
| 2025-06-30 | $789k | 9.7k | 81.66 |
| 2025-03-31 | $773k | 9.8k | 78.85 |
| 2024-12-31 | $750k | 9.9k | 75.69 |
| 2024-06-30 | $1.4M | 20k | 68.14 |
| 2024-03-31 | $669k | 10k | 65.65 |
| 2023-12-31 | $669k | 11k | 63.38 |
| 2023-09-30 | $681k | 12k | 58.93 |
| 2023-06-30 | $765k | 12k | 65.41 |
| 2023-03-31 | $787k | 12k | 67.73 |
| 2022-12-31 | $884k | 13k | 70.52 |
| 2022-09-30 | $841k | 13k | 65.52 |
| 2022-06-30 | $902k | 13k | 70.17 |
| 2022-03-31 | $958k | 13k | 74.49 |
| 2021-12-31 | $921k | 13k | 71.62 |
| 2021-09-30 | $842k | 13k | 63.86 |
| 2021-06-30 | $834k | 13k | 63.25 |
| 2021-03-31 | $842k | 13k | 64.01 |
| 2020-12-31 | $828k | 13k | 62.70 |
| 2020-09-30 | $886k | 15k | 59.36 |
| 2020-06-30 | $846k | 15k | 56.40 |
| 2020-03-31 | $831k | 15k | 55.40 |
| 2019-12-31 | $969k | 15k | 64.60 |
| 2019-09-30 | $976k | 15k | 64.74 |
| 2019-06-30 | $923k | 16k | 59.61 |
| 2019-03-31 | $905k | 16k | 58.16 |
| 2018-12-31 | $823k | 16k | 52.89 |
| 2018-09-30 | $847k | 16k | 52.66 |
| 2018-06-30 | $836k | 16k | 51.97 |
| 2018-03-31 | $813k | 16k | 50.54 |
| 2017-12-31 | $868k | 17k | 52.69 |
| 2017-09-30 | $1.1M | 21k | 53.07 |
| 2017-06-30 | $1.1M | 21k | 51.95 |
| 2017-03-31 | $1.1M | 21k | 51.31 |
| 2016-12-31 | $1.0M | 21k | 48.57 |
| 2016-09-30 | $1.0M | 21k | 49.00 |
| 2016-06-30 | $1.0M | 21k | 49.63 |
| 2016-03-31 | $1.0M | 21k | 49.63 |
| 2015-12-31 | $930k | 22k | 43.27 |
| 2015-09-30 | $931k | 22k | 43.31 |
| 2015-06-30 | $919k | 22k | 41.45 |
| 2015-03-31 | $985k | 22k | 44.43 |
| 2014-12-31 | $1.0M | 22k | 47.23 |
| 2014-09-30 | $936k | 22k | 42.11 |
| 2014-06-30 | $984k | 22k | 44.26 |
| 2014-03-31 | $930k | 22k | 41.46 |
| 2013-12-31 | $931k | 25k | 37.95 |
| 2013-09-30 | $1.1M | 29k | 37.37 |
| 2013-06-30 | $1.1M | 29k | 37.64 |
| 2013-03-31 | $1.2M | 30k | 39.10 |
| 2012-12-31 | $1.0M | 30k | 34.92 |
| 2012-09-30 | $1.1M | 30k | 36.40 |
| 2012-06-30 | $1.1M | 29k | 37.00 |
| 2012-03-31 | $1.0M | 30k | 35.04 |
| 2011-12-31 | $1.1M | 30k | 35.97 |
| 2011-09-30 | $1.0M | 31k | 33.61 |
| 2011-03-31 | $1.1M | 34k | 31.86 |
More positions owned by Dumont & Blake Investment Advisors
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