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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

Tip: Access up to 7 years of quarterly data

All positions including Consumer Discretionary SPDR held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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

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Ishares Core S&p Mid-cap Etf Etf (IJH)
Amazon Stock (AMZN)
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Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Lowes Cos Stock (LOW)
Vanguard Growth Etf Etf (VUG)
Mcdonalds Corp Stock (MCD)

View all positions for Beaumont Financial Advisors

Top funds holding Consumer Discretionary SPDR

Bank of America Corporation
Susquehanna International
Citadel Advisors
Jpmorgan Chase & Co
Morgan Stanley
Wells Fargo & Company
Balyasny Asset Management
Envestnet Asset Management
Goldman Sachs Group
Raymond James & Associates
Green Harvest Asset Management
Jane Street
Bnp Paribas Arbitrage, Snc
Janney Montgomery Scott
CIBC World Markets

View all funds holding Consumer Discretionary SPDR