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

Beaumont Financial Advisors, LLC

  • $1.24 Billion
  • Q3 2025

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 5,513 shares of XLV stock, worth $837,038. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,513
Previous 5,996 8.06%
Holding current value
$837,038
Previous $808,000 5.07%
% of portfolio
0.06%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$129.01 - $139.72 $62,311 - $67,484
-483 Reduced 8.06%
5,513 $767,000
Q2 2025

Jul 16, 2025
SELL
$128.77 - $144.3 $21,118 - $23,665
-164 Reduced 2.66%
5,996 $808,000
Q1 2025

May 12, 2025
SELL
$137.61 - $149.68 $24,769 - $26,942
-180 Reduced 2.84%
6,160 $899,000
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
1,962
Shares Held
194M
Call Options Held
13.9M
Put Options Held
22.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email