Beaumont Financial Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 69,106 shares of SPLG stock, worth $4.86 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

69,106

Previous 70,255 1.64%

Holding current value

$4.86 Million

Previous $4.74 Million 0.46%

% of portfolio

0.42%

Previous 0.43%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$66.77 - $71.52 $76,718 - $82,176	-1,149 Reduced 1.64%	69,106 $4.76 Million
Q3 2024 Oct 09, 2024	SELL	$60.84 - $67.51 $3,772 - $4,185	-62 Reduced 0.09%	70,255 $4.74 Million
Q2 2024 Jul 24, 2024	SELL	$58.24 - $64.51 $11,240 - $12,450	-193 Reduced 0.27%	70,317 $4.5 Million
Q4 2023 Jan 31, 2024	SELL	$48.29 - $56.08 $28,394 - $32,975	-588 Reduced 0.83%	70,510 $3.94 Million
Q3 2023 Nov 01, 2023	SELL	$50.09 - $53.81 $26,397 - $28,357	-527 Reduced 0.74%	71,098 $3.57 Million
Q2 2023 Aug 02, 2023	SELL	$47.56 - $52.11 $140,777 - $154,245	-2,960 Reduced 3.97%	71,625 $3.73 Million
Q1 2023 May 08, 2023	SELL	$44.61 - $48.99 $145,250 - $159,511	-3,256 Reduced 4.18%	74,585 $3.59 Million
Q4 2022 Jan 25, 2023	BUY	$41.93 - $47.9 $3.26 Million - $3.73 Million	77,841 New	77,841 $0

Others Institutions Holding SPLG

# of Institutions

1,160

Shares Held

479M

Call Options Held

259K

Put Options Held

171K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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Beaumont Financial Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History