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 26,295 shares of XLP stock, worth $2 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
26,295
Previous 27,509 4.41%
Holding current value
$2 Million
Previous $2.11 Million 5.08%
% of portfolio
0.18%
Previous 0.19%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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