Beaumont Financial Advisors, LLC Industrial Sector Spdr Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 9,726 shares of XLI stock, worth $1.33 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

9,726

Previous 10,156 4.23%

Holding current value

$1.33 Million

Previous $1.38 Million 6.84%

% of portfolio

0.11%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$131.76 - $143.99 $56,656 - $61,915	-430 Reduced 4.23%	9,726 $1.28 Million
Q3 2024 Oct 09, 2024	SELL	$120.56 - $135.44 $123,574 - $138,826	-1,025 Reduced 9.17%	10,156 $1.38 Million
Q2 2024 Jul 24, 2024	SELL	$120.47 - $125.94 $36,743 - $38,411	-305 Reduced 2.66%	11,181 $1.36 Million
Q1 2024 May 10, 2024	SELL	$110.23 - $125.96 $9,920 - $11,336	-90 Reduced 0.78%	11,486 $1.45 Million
Q4 2023 Jan 31, 2024	BUY	$96.44 - $114.13 $38,093 - $45,081	395 Added 3.53%	11,576 $1.32 Million
Q3 2023 Nov 01, 2023	BUY	$100.74 - $110.75 $26,494 - $29,127	263 Added 2.41%	11,181 $1.13 Million
Q2 2023 Aug 02, 2023	SELL	$96.85 - $107.32 $8,329 - $9,229	-86 Reduced 0.78%	10,918 $1.17 Million
Q1 2023 May 08, 2023	BUY	$96.51 - $103.67 $19,784 - $21,252	205 Added 1.9%	11,004 $1.11 Million
Q4 2022 Jan 25, 2023	BUY	$84.74 - $102.33 $915,107 - $1.11 Million	10,799 New	10,799 $0

Others Institutions Holding XLI

# of Institutions

1,468

Shares Held

133M

Call Options Held

22.5M

Put Options Held

32.2M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Beaumont Financial Advisors, LLC Industrial Sector Spdr Transaction History