Beaumont Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 10,382 shares of SPDW stock, worth $389,325. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,382

Previous 10,353 0.28%

Holding current value

$389,325

Previous $388,000 8.76%

% of portfolio

0.03%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$34.13 - $37.35 $989 - $1,083	29 Added 0.28%	10,382 $354,000
Q3 2024 Oct 09, 2024	SELL	$33.74 - $37.96 $11,269 - $12,678	-334 Reduced 3.13%	10,353 $388,000
Q2 2024 Jul 24, 2024	BUY	$34.2 - $36.64 $1,504 - $1,612	44 Added 0.41%	10,687 $374,000
Q1 2024 May 10, 2024	SELL	$32.85 - $35.9 $2,003 - $2,189	-61 Reduced 0.57%	10,643 $381,000
Q4 2023 Jan 31, 2024	SELL	$29.46 - $34.07 $22,301 - $25,790	-757 Reduced 6.61%	10,704 $364,000
Q3 2023 Nov 01, 2023	BUY	$30.88 - $33.58 $19,917 - $21,659	645 Added 5.96%	11,461 $355,000
Q2 2023 Aug 02, 2023	SELL	$31.7 - $33.66 $2,155 - $2,288	-68 Reduced 0.62%	10,816 $351,000
Q1 2023 May 08, 2023	SELL	$29.83 - $32.71 $10,410 - $11,415	-349 Reduced 3.11%	10,884 $349,000
Q4 2022 Jan 25, 2023	BUY	$25.7 - $31.02 $288,688 - $348,447	11,233 New	11,233 $0

Others Institutions Holding SPDW

# of Institutions

1,041

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Beaumont Financial Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History