Utilities SPDR shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $300k | 7.0k | 42.69 |
| 2025-09-30 | $307k | 3.5k | 87.20 |
| 2025-06-30 | $287k | 3.5k | 81.65 |
| 2025-03-31 | $342k | 4.3k | 78.84 |
| 2024-12-31 | $328k | 4.3k | 75.68 |
| 2024-09-30 | $373k | 4.6k | 80.77 |
| 2024-06-30 | $315k | 4.6k | 68.13 |
| 2024-03-31 | $315k | 4.8k | 65.65 |
| 2023-12-31 | $306k | 4.8k | 63.33 |
| 2023-09-30 | $290k | 4.9k | 58.93 |
| 2023-06-30 | $322k | 4.9k | 65.44 |
| 2023-03-31 | $345k | 5.1k | 67.69 |
| 2022-12-31 | $369k | 5.2k | 70.50 |
More positions owned by Beaumont Financial Advisors
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