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Utilities SPDR shares owned by Beaumont Financial Partners

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Beaumont Financial Partners from 13F filings

Historical chart of Beaumont Financial Partners investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Beaumont Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Beaumont Financial Partners

Quarter filed Position value Share count Share price at filing
2012-09-30 $33M 916k 36.39
2012-06-30 $50M 1.4M 36.99
2012-03-31 $49M 1.4M 35.04
2011-12-31 $55M 1.5M 35.98
2011-09-30 $63M 1.9M 33.62
2011-06-30 $17M 511k 33.48

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Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
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Johnson & Johnson (JNJ)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
McDonald's Corporation (MCD)
Lowe's Companies (LOW)
Amazon (AMZN)
Ishares Tr S&P SML 600 GRTH (IJT)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)

View all positions for Beaumont Financial Partners

Top funds holding Utilities SPDR

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Citadel Advisors
Twin Tree Management
Susquehanna International
Caisse de depot et placement du Quebec
Harel Insurance Investments & Financial Services
UBS Group
D. E. Shaw & Co
LPL Financial
Royal Bank of Canada
Barclays
Envestnet Asset Management
Healthcare Of Ontario Pension Plan Trust Fund

View all funds holding Utilities SPDR