Financial Select Sector SPDR shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 45k | 53.87 |
| 2025-06-30 | $2.6M | 50k | 52.37 |
| 2025-03-31 | $981k | 20k | 49.81 |
| 2024-12-31 | $825k | 17k | 48.33 |
| 2024-09-30 | $774k | 17k | 45.32 |
| 2024-06-30 | $714k | 17k | 41.11 |
| 2024-03-31 | $744k | 18k | 42.12 |
| 2023-12-31 | $787k | 21k | 37.60 |
| 2023-09-30 | $660k | 20k | 33.17 |
| 2023-06-30 | $664k | 20k | 33.71 |
| 2023-03-31 | $559k | 17k | 32.15 |
| 2022-12-31 | $594k | 17k | 34.20 |
More positions owned by Beaumont Financial Advisors
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