BCM
SPAB icon

Beaumont Capital Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Beaumont Capital Management’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-608,102
Closed -$15.7M – 50
2025
Q3 		$15.7M Buy
608,102
+30,221
+5% +$773K 10.44% 1
2025
Q2 		$14.8M Buy
577,881
+19,606
+4% +$496K 10.12% 1
2025
Q1 		$14.3M Sell
558,275
-24,520
-4% -$619K 10.5% 1
2024
Q4 		$14.6M Buy
582,795
+13,062
+2% +$332K 11.22% 1
2024
Q3 		$14.9M Hold
569,733
– – 10.93% 1
2024
Q2 		$14.3M Sell
569,733
-4,833
-0.8% -$120K 11.17% 1
2024
Q1 		$14.5M Buy
574,566
+43,194
+8% +$1.09M 10.69% 1
2023
Q4 		$13.6M Sell
531,372
-3,915
-0.7% -$96.3K 10.34% 1
2023
Q3 		$13M Hold
535,287
– – 9.39% 2
2023
Q2 		$13.6M Sell
535,287
-91,938
-15% -$2.35M 9.43% 1
2023
Q1 		$16.2M Sell
627,225
-1,921
-0.3% -$49.1K 11.24% 1
2022
Q4 		$15.8M Buy
629,146
+125,519
+25% +$3.14M 11.14% 1
2022
Q3 		$12.6M Buy
503,627
+41,845
+9% +$1.1M 12.47% 2
2022
Q2 		$12.2M Sell
461,782
-35,780
-7% -$953K 10.04% 4
2022
Q1 		$13.8M Buy
497,562
+2,881
+0.6% +$82.3K 8.91% 1
2021
Q4 		$14.7M Buy
+494,681
New +$14.7M 8.46% 1

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beaumont Capital Management's SPAB Position: Q4 2025 in Review

Beaumont Capital Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2025, closing a stake of 608,102 shares — an estimated $15.7M sold.

Beaumont Capital Management first reported a position in SPAB in Q4 2021 and held it in 16 quarters. The position peaked at $16.2M in Q1 2023. 527 funds tracked by Wall St. Rank hold SPAB as of Q4 2025.

  • Beaumont Capital Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Beaumont Capital Management sold 608,102 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2025, an estimated $15.7M.
  • Beaumont Capital Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2021 and held it in 16 quarters.
  • Beaumont Capital Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $16.2M in Q1 2023.
  • 527 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2025.

Based on Beaumont Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.