Energy Select Sector SPDR shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $532k | 6.1k | 87.81 |
| 2024-06-30 | $655k | 7.2k | 91.15 |
| 2024-03-31 | $700k | 7.4k | 94.41 |
| 2023-12-31 | $796k | 9.5k | 83.84 |
| 2023-09-30 | $580k | 6.4k | 90.39 |
| 2023-06-30 | $506k | 6.2k | 81.17 |
| 2023-03-31 | $545k | 6.6k | 82.83 |
| 2022-12-31 | $545k | 6.2k | 87.46 |
More positions owned by Beaumont Financial Advisors
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