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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

More positions owned by Beaumont Financial Partners

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Md Cap (IJH)
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
Goldman Sachs Group
Citadel Advisors
Susquehanna International
Jane Street
LPL Financial
Bessemer
Bnp Paribas Arbitrage, Snc
Millennium Management
Menora Mivtachim Holdings
Royal Bank of Canada
Envestnet Asset Management
Barclays
UBS Group
Healthcare Of Ontario Pension Plan Trust Fund

View all funds holding Utilities SPDR