Beaumont Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 8,439 shares of XLY stock, worth $1.96 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

8,439

Previous 8,474 0.41%

Holding current value

$1.96 Million

Previous $1.7 Million 11.55%

% of portfolio

0.17%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$194.8 - $239.43 $6,818 - $8,380	-35 Reduced 0.41%	8,439 $1.89 Million
Q3 2024 Oct 09, 2024	BUY	$170.05 - $200.86 $100,159 - $118,306	589 Added 7.47%	8,474 $1.7 Million
Q2 2024 Jul 24, 2024	BUY	$169.76 - $184.45 $3,395 - $3,689	20 Added 0.25%	7,885 $1.44 Million
Q1 2024 May 10, 2024	SELL	$170.9 - $185.02 $144,410 - $156,341	-845 Reduced 9.7%	7,865 $1.45 Million
Q4 2023 Jan 31, 2024	SELL	$148.04 - $181.41 $1.28 Million - $1.57 Million	-8,638 Reduced 49.79%	8,710 $1.56 Million
Q3 2023 Nov 01, 2023	BUY	$158.36 - $176.97 $21,061 - $23,537	133 Added 0.77%	17,348 $2.79 Million
Q2 2023 Aug 02, 2023	BUY	$143.54 - $169.81 $2.47 Million - $2.92 Million	17,215 New	17,215 $2.92 Million

Others Institutions Holding XLY

# of Institutions

1,353

Shares Held

76.9M

Call Options Held

7.35M

Put Options Held

17.7M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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Beaumont Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History