SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

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

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

Q4 2025
Shares 9,381 Value ($000) $1,351 Avg Close Range
Q3 2025
Shares 3,339 Value ($000) $941 Avg Close Range
Q2 2025
Shares 3,507 Value ($000) $888 Avg Close Range
Q1 2025
Shares 3,648 Value ($000) $753 Avg Close Range
Q4 2024
Shares 3,848 Value ($000) $895 Avg Close Range
Q3 2024
Shares 3,825 Value ($000) $864 Avg Close Range
Q2 2024
Shares 3,825 Value ($000) $865 Avg Close Range
Q1 2024
Shares 3,961 Value ($000) $825 Avg Close Range
Q4 2023
Shares 4,163 Value ($000) $801 Avg Close Range
Q3 2023
Shares 5,053 Value ($000) $828 Avg Close Range
Q2 2023
Shares 4,771 Value ($000) $829 Avg Close Range
Q1 2023
Shares 4,847 Value ($000) $732 Avg Close Range
Q4 2022
Shares 4,937 Value ($000) $614 Avg Close Range