SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q4 2025
Shares 6,066 Value ($000) $271 Avg Close — Range —
Q3 2025
Shares 5,000 Value ($000) $447 Avg Close — Range —
Q2 2025
Shares 5,331 Value ($000) $452 Avg Close — Range —
Q1 2025
Shares 5,356 Value ($000) $501 Avg Close — Range —
Q4 2024
Shares 39,151 Value ($000) $3,354 Avg Close — Range —
Q3 2024
Shares 6,055 Value ($000) $532 Avg Close — Range —
Q2 2024
Shares 7,190 Value ($000) $655 Avg Close — Range —
Q1 2024
Shares 7,410 Value ($000) $700 Avg Close — Range —
Q4 2023
Shares 9,489 Value ($000) $796 Avg Close — Range —
Q3 2023
Shares 6,413 Value ($000) $580 Avg Close — Range —
Q2 2023
Shares 6,237 Value ($000) $506 Avg Close — Range —
Q1 2023
Shares 6,577 Value ($000) $545 Avg Close — Range —
Q4 2022
Shares 6,229 Value ($000) $545 Avg Close — Range —