Beaumont Asset Management, L.L.C. Energy Sector Spdr Transaction History

Beaumont Asset Management, L.L.C.

  • $201 Million
  • Q4 2025

A detailed history of Beaumont Asset Management, L.L.C. transactions in Energy Sector Spdr stock. As of the latest transaction made, Beaumont Asset Management, L.L.C. holds 52,046 shares of XLE stock, worth $4.79 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares
52,046
Previous 26,645 95.33%
Holding current value
$4.79 Million
Previous $2.38 Million 101.22%
% of portfolio
2.38%
Previous 1.24%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$85.22 - $92.02 $2.16 Million - $2.34 Million
25,401 Added 95.33%
52,046 $4.79 Million
Q3 2025

Oct 28, 2025
SELL
$84.25 - $91.99 $58,469 - $63,841
-694 Reduced 2.54%
26,645 $2.38 Million
Q2 2025

Jul 23, 2025
BUY
$76.44 - $94.13 $77,280 - $95,165
1,011 Added 3.84%
27,339 $2.32 Million
Q1 2025

May 08, 2025
BUY
$85.7 - $93.96 $1,199 - $1,315
14 Added 0.05%
26,328 $2.46 Million
Q4 2024

Jan 28, 2025
SELL
$83.32 - $97.27 $567,659 - $662,700
-6,813 Reduced 20.57%
26,314 $2.25 Million
Q3 2024

Oct 24, 2024
BUY
$84.35 - $93.39 $26,654 - $29,511
316 Added 0.96%
33,127 $2.91 Million
Q2 2024

Aug 02, 2024
BUY
$88.04 - $98.08 $27,380 - $30,502
311 Added 0.96%
32,811 $2.99 Million
Q1 2024

May 13, 2024
BUY
$79.91 - $94.41 $466,994 - $551,732
5,844 Added 21.92%
32,500 $3.07 Million
Q4 2023

Feb 01, 2024
BUY
$81.2 - $91.96 $23,142 - $26,208
285 Added 1.08%
26,656 $2.23 Million
Q3 2023

Oct 30, 2023
SELL
$79.09 - $93.36 $26,969 - $31,835
-341 Reduced 1.28%
26,371 $2.38 Million
Q2 2023

Aug 02, 2023
SELL
$76.59 - $87.23 $15,777 - $17,969
-206 Reduced 0.77%
26,712 $2.17 Million
Q1 2023

Apr 24, 2023
BUY
$76.97 - $93.11 $106,218 - $128,491
1,380 Added 5.4%
26,918 $2.23 Million
Q4 2022

Jan 18, 2023
BUY
$76.09 - $94.08 $172,648 - $213,467
2,269 Added 9.75%
25,538 $0
Q3 2022

Nov 01, 2022
BUY
$67.49 - $84.09 $65,060 - $81,062
964 Added 4.32%
23,269 $1.68 Million
Q2 2022

Jul 19, 2022
BUY
$70.66 - $92.28 $52,288 - $68,287
740 Added 3.43%
22,305 $1.6 Million
Q1 2022

May 02, 2022
BUY
$57.22 - $78.75 $668,157 - $919,563
11,677 Added 118.09%
21,565 $1.65 Million
Q4 2021

Jan 25, 2022
BUY
$53.01 - $59.14 $254,235 - $283,635
4,796 Added 94.19%
9,888 $548,000
Q3 2021

Oct 20, 2021
BUY
$45.79 - $54.81 $4,716 - $5,645
103 Added 2.06%
5,092 $265,000
Q2 2021

Aug 12, 2021
BUY
$47.07 - $56.19 $234,832 - $280,331
4,989 New
4,989 $268,000

Others Institutions Holding XLE

# of Institutions
2,127
Shares Held
218M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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