Consumer Discretionary SPDR shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $278k | 1.2k | 239.64 |
| 2025-06-30 | $252k | 1.2k | 217.33 |
| 2025-03-31 | $1.9M | 9.6k | 197.46 |
| 2024-12-31 | $1.9M | 8.4k | 224.35 |
| 2024-09-30 | $1.7M | 8.5k | 200.37 |
| 2024-06-30 | $1.4M | 7.9k | 182.40 |
| 2024-03-31 | $1.4M | 7.9k | 183.89 |
| 2023-12-31 | $1.6M | 8.7k | 178.81 |
| 2023-09-30 | $2.8M | 17k | 160.98 |
| 2023-06-30 | $2.9M | 17k | 169.81 |
More positions owned by Beaumont Financial Advisors
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