SPDR SER TR

Ticker: MDYV CUSIP: 78464A839 Class: S&P 400 MDCP VAL

Beaumont Financial Advisors, LLC's Holding History (CIK: 0001957394)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,081 Value ($000) $261 Avg Close — Range —
Q3 2025
Shares 3,081 Value ($000) $257 Avg Close — Range —
Q2 2025
Shares 3,081 Value ($000) $245 Avg Close — Range —
Q1 2025
Shares 3,189 Value ($000) $246 Avg Close — Range —
Q4 2024
Shares 3,189 Value ($000) $256 Avg Close — Range —
Q3 2024
Shares 3,189 Value ($000) $253 Avg Close — Range —
Q2 2024
Shares 3,189 Value ($000) $233 Avg Close — Range —
Q1 2024
Shares 3,385 Value ($000) $257 Avg Close — Range —
Q4 2023
Shares 3,385 Value ($000) $248 Avg Close — Range —
Q3 2023
Shares 4,809 Value ($000) $312 Avg Close — Range —
Q2 2023
Shares 6,947 Value ($000) $478 Avg Close — Range —
Q1 2023
Shares 10,216 Value ($000) $675 Avg Close — Range —
Q4 2022
Shares 11,043 Value ($000) $715 Avg Close — Range —