Beaumont Capital Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Beaumont Capital Management’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,384	Closed	-$595K	–	52
2025 Q2	$595K	Buy	4,384 +2,223	+103%	+$295K	0.41%	40
2025 Q1	$293K	Sell	2,161 -20,024	-90%	-$2.69M	0.22%	53
2024 Q4	$2.93M	Buy	+22,185	New	+$3.1M	2.26%	16
2023 Q1	–	Sell	-6,962	Closed	-$871K	–	50
2022 Q4	$871K	Buy	6,962 +1,891	+37%	+$234K	0.61%	32
2022 Q3	$565K	Buy	+5,071	New	+$625K	0.56%	28
2021 Q4	–	Sell	-5,158	Closed	-$606K	–	51
2021 Q3	$606K	Buy	+5,158	New	+$632K	0.52%	28

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beaumont Capital Management's SDY Position: Q3 2025 in Review

Beaumont Capital Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q3 2025, closing a stake of 4,384 shares — an estimated $595K sold.

Beaumont Capital Management first reported a position in SDY in Q3 2021 and held it in 6 quarters. The position peaked at $2.93M in Q4 2024. 1,172 funds tracked by Wall St. Rank hold SDY as of Q3 2025.

Beaumont Capital Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q3 2025 after selling out during the quarter.
Beaumont Capital Management sold 4,384 State Street SPDR S&P Dividend ETF shares in Q3 2025, an estimated $595K.
Beaumont Capital Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2021 and held it in 6 quarters.
Beaumont Capital Management's State Street SPDR S&P Dividend ETF position peaked at $2.93M in Q4 2024.
1,172 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2025.

Based on Beaumont Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.