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Financial Select Sector SPDR shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $744k 18k 42.12
2023-12-31 $787k 21k 37.60
2023-09-30 $660k 20k 33.17
2023-06-30 $664k 20k 33.71
2023-03-31 $559k 17k 32.15
2022-12-31 $594k 17k 34.20