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Consumer Discretionary SPDR shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Consumer Discretionary SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Consumer Discretionary SPDR by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 7.9k 183.89
2023-12-31 $1.6M 8.7k 178.81
2023-09-30 $2.8M 17k 160.98
2023-06-30 $2.9M 17k 169.81

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View all positions for Beaumont Financial Advisors

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Susquehanna International
Jpmorgan Chase & Co
Citadel Advisors
Morgan Stanley
Millennium Management
Wells Fargo & Company
UBS Group
Envestnet Asset Management
Balyasny Asset Management
Ameriprise Financial
Citigroup
Raymond James & Associates
Green Harvest Asset Management
Churchill Management Corp.

View all funds holding Consumer Discretionary SPDR