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

Beaumont Financial Advisors, LLC

$1.24 Billion
Q3 2025

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 1,160 shares of XLY stock, worth $267,832. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,160

Previous 1,160 -0.0%

Holding current value

$267,832

Previous $252,000 9.92%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$176.34 - $218.59 $1.48 Million - $1.84 Million	-8,418 Reduced 87.89%	1,160 $252,000
Q1 2025 May 12, 2025	BUY	$192.6 - $233.2 $219,371 - $265,614	1,139 Added 13.5%	9,578 $1.89 Million
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

1,500

Shares Held

89.4M

Call Options Held

5.17M

Put Options Held

12.2M

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