Beaumont Capital Management, LLC Utilities Sector Spdr Transaction History

Beaumont Capital Management, LLC

  • $130 Million
  • Q4 2024

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 77,072 shares of XLU stock, worth $6.01 Million. This represents 4.5% of its overall portfolio holdings.

Number of Shares
77,072
Previous 59,945 28.57%
Holding current value
$6.01 Million
Previous $4.84 Million 20.47%
% of portfolio
4.5%
Previous 3.57%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,552
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

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