Beaumont Capital Management, LLC Utilities Sector Spdr Transaction History

Beaumont Capital Management, LLC

$151 Million
Q3 2025

A detailed history of Beaumont Capital Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Beaumont Capital Management, LLC holds 59,488 shares of XLU stock, worth $5.28 Million. This represents 3.44% of its overall portfolio holdings.

Number of Shares

59,488

Previous 75,349 21.05%

Holding current value

$5.28 Million

Previous $6.15 Million 15.69%

% of portfolio

3.44%

Previous 4.22%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$81.14 - $87.32 $1.29 Million - $1.38 Million	-15,861 Reduced 21.05%	59,488 $5.19 Million
Q2 2025 Aug 11, 2025	BUY	$73.09 - $82.77 $679,079 - $769,016	9,291 Added 14.06%	75,349 $6.15 Million
Q1 2025 May 15, 2025	SELL	$74.7 - $80.27 $822,745 - $884,093	-11,014 Reduced 14.29%	66,058 $5.21 Million
Q4 2024 Feb 14, 2025	BUY	$74.89 - $82.93 $1.28 Million - $1.42 Million	17,127 Added 28.57%	77,072 $5.83 Million
Q3 2024 Nov 05, 2024	SELL	$67.67 - $80.78 $202,942 - $242,259	-2,999 Reduced 4.76%	59,945 $4.84 Million

Q2 2024 Aug 12, 2024	SELL	$62.77 - $72.87 $207,203 - $240,543	-3,301 Reduced 4.98%	62,944 $4.29 Million
Q1 2024 May 10, 2024	SELL	$59.95 - $65.65 $119,180 - $130,512	-1,988 Reduced 2.91%	66,245 $4.35 Million
Q4 2023 Feb 12, 2024	BUY	$56.19 - $65.96 $3.83 Million - $4.5 Million	68,233 New	68,233 $4.32 Million
Q4 2022 Feb 09, 2023	BUY	$61.52 - $72.67 $785,856 - $928,286	12,774 Added 12.36%	116,094 $8.18 Million
Q3 2022 Nov 10, 2022	BUY	$65.51 - $78.12 $6.77 Million - $8.07 Million	103,320 New	103,320 $6.77 Million
Q4 2021 Feb 09, 2022	SELL	$63.88 - $71.58 $204,224 - $228,841	-3,197 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$63.56 - $70.07 $203,201 - $224,013	3,197 New	3,197 $204,000
Q1 2021 May 04, 2021	SELL	$58.36 - $64.15 $186,985 - $205,536	-3,204 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$59.98 - $66.76 $192,175 - $213,899	3,204 New	3,204 $201,000

Others Institutions Holding XLU

# of Institutions

1,664

Shares Held

156M

Call Options Held

14.8M

Put Options Held

30.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Beaumont Capital Management, LLC Utilities Sector Spdr Transaction History