Health Care SPDR shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $767k | 5.5k | 139.18 |
| 2025-06-30 | $808k | 6.0k | 134.79 |
| 2025-03-31 | $899k | 6.2k | 146.00 |
| 2024-12-31 | $872k | 6.3k | 137.57 |
| 2024-09-30 | $1.1M | 7.1k | 154.02 |
| 2024-06-30 | $923k | 6.3k | 145.76 |
| 2024-03-31 | $842k | 5.7k | 147.72 |
| 2023-12-31 | $778k | 5.7k | 136.39 |
| 2023-09-30 | $719k | 5.6k | 128.75 |
| 2023-06-30 | $769k | 5.8k | 132.74 |
| 2023-03-31 | $804k | 6.2k | 129.46 |
| 2022-12-31 | $851k | 6.3k | 135.84 |
More positions owned by Beaumont Financial Advisors
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