Beaumont Financial Advisors, LLC Consumer Staples Sector Spdr Transaction History

Beaumont Financial Advisors, LLC

$1.13 Billion
Q1 2025

A detailed history of Beaumont Financial Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 24,941 shares of XLP stock, worth $1.9 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

24,941

Previous 25,071 0.52%

Holding current value

$1.9 Million

Previous $1.91 Million 0.52%

% of portfolio

0.17%

Previous 0.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	N/A	-130 Reduced 0.52%	24,941 $1.9 Million
Q4 2024 Jan 17, 2025	SELL	N/A	-1,224 Reduced 4.65%	25,071 $1.91 Million
Q3 2024 Oct 09, 2024	SELL	$76.04 - $76.04 $92,312 - $92,312	-1,214 Reduced 4.41%	26,295 $2 Million
Q2 2024 Jul 24, 2024	SELL	$73.08 - $78.4 $6,065 - $6,507	-83 Reduced 0.3%	27,509 $2.11 Million
Q1 2024 May 10, 2024	SELL	$71.59 - $76.36 $148,692 - $158,599	-2,077 Reduced 7.0%	27,592 $2.11 Million
Q4 2023 Jan 31, 2024	SELL	$66.22 - $72.3 $74,828 - $81,699	-1,130 Reduced 3.67%	29,669 $2.14 Million
Q3 2023 Nov 01, 2023	SELL	$68.8 - $76.1 $2.3 Million - $2.55 Million	-33,464 Reduced 52.07%	30,799 $2.12 Million
Q2 2023 Aug 02, 2023	BUY	$72.59 - $77.5 $2.36 Million - $2.52 Million	32,550 Added 102.64%	64,263 $4.77 Million
Q1 2023 May 08, 2023	SELL	$71.11 - $75.78 $6,897 - $7,350	-97 Reduced 0.3%	31,713 $2.37 Million
Q4 2022 Jan 25, 2023	BUY	$71.53 - $77.19 $2.28 Million - $2.46 Million	31,810 New	31,810 $0

Others Institutions Holding XLP

# of Institutions

1,387

Shares Held

175M

Call Options Held

10.4M

Put Options Held

14.2M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

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 Consumer Staples Sector Spdr Transaction History