SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

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

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

Q4 2025
Shares 3,290 Value ($000) $393 Avg Close — Range —
Q3 2025
Shares 1,160 Value ($000) $278 Avg Close — Range —
Q2 2025
Shares 1,160 Value ($000) $252 Avg Close — Range —
Q1 2025
Shares 9,578 Value ($000) $1,891 Avg Close — Range —
Q4 2024
Shares 8,439 Value ($000) $1,893 Avg Close — Range —
Q3 2024
Shares 8,474 Value ($000) $1,698 Avg Close — Range —
Q2 2024
Shares 7,885 Value ($000) $1,438 Avg Close — Range —
Q1 2024
Shares 7,865 Value ($000) $1,446 Avg Close — Range —
Q4 2023
Shares 8,710 Value ($000) $1,557 Avg Close — Range —
Q3 2023
Shares 17,348 Value ($000) $2,793 Avg Close — Range —
Q2 2023
Shares 17,215 Value ($000) $2,923 Avg Close — Range —