Beaumont Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Beaumont Financial Advisors, LLC

$1.1 Billion
Q2 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 10,687 shares of SPDW stock, worth $391,037. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,687

Previous 10,643 0.41%

Holding current value

$391,037

Previous $381,000 1.84%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	BUY	$34.2 - $36.64 $1,504 - $1,612	44 Added 0.41%	10,687 $374,000
Q1 2024 May 10, 2024	SELL	$32.85 - $35.9 $2,003 - $2,189	-61 Reduced 0.57%	10,643 $381,000
Q4 2023 Jan 31, 2024	SELL	$29.46 - $34.07 $22,301 - $25,790	-757 Reduced 6.61%	10,704 $364,000
Q3 2023 Nov 01, 2023	BUY	$30.88 - $33.58 $19,917 - $21,659	645 Added 5.96%	11,461 $355,000
Q2 2023 Aug 02, 2023	SELL	$31.7 - $33.66 $2,155 - $2,288	-68 Reduced 0.62%	10,816 $351,000
Q1 2023 May 08, 2023	SELL	$29.83 - $32.71 $10,410 - $11,415	-349 Reduced 3.11%	10,884 $349,000
Q4 2022 Jan 25, 2023	BUY	$25.7 - $31.02 $288,688 - $348,447	11,233 New	11,233 $0

Others Institutions Holding SPDW

# of Institutions

932

Shares Held

484M

Call Options Held

4.4K

Put Options Held

700

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Account

Beaumont Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History