Beaumont Financial Advisors, LLC Select Sector Spdr Fund Health Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 6,340 shares of XLV stock, worth $931,472. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,340

Previous 7,116 10.91%

Holding current value

$931,472

Previous $1.1 Million 20.44%

% of portfolio

0.08%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$136.28 - $154.74 $105,753 - $120,078	-776 Reduced 10.91%	6,340 $872,000
Q3 2024 Oct 09, 2024	BUY	$143.3 - $157.24 $112,347 - $123,276	784 Added 12.38%	7,116 $1.1 Million
Q2 2024 Jul 24, 2024	BUY	$138.43 - $147.09 $87,349 - $92,813	631 Added 11.07%	6,332 $922,000
Q1 2024 May 10, 2024	SELL	$138.48 - $147.86 $276 - $295	-2 Reduced 0.04%	5,701 $842,000
Q4 2023 Jan 31, 2024	BUY	$123.14 - $136.38 $14,284 - $15,820	116 Added 2.08%	5,703 $777,000
Q3 2023 Nov 01, 2023	SELL	$128.74 - $136.24 $26,649 - $28,201	-207 Reduced 3.57%	5,587 $719,000
Q2 2023 Aug 02, 2023	SELL	$126.74 - $135.66 $52,977 - $56,705	-418 Reduced 6.73%	5,794 $769,000
Q1 2023 May 08, 2023	SELL	$124.15 - $135.82 $6,579 - $7,198	-53 Reduced 0.85%	6,212 $804,000
Q4 2022 Jan 25, 2023	BUY	$121.85 - $140.1 $763,390 - $877,726	6,265 New	6,265 $0

Others Institutions Holding XLV

# of Institutions

1,988

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Beaumont Financial Advisors, LLC Select Sector Spdr Fund Health Transaction History