BCM
SPDW icon

Beaumont Capital Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Beaumont Capital Management’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-52,300
Closed -$1.78M – 71
2024
Q4 		$1.78M Buy
52,300
+2,518
+5% +$90.2K 1.38% 25
2024
Q3 		$1.87M Buy
49,782
+2,154
+5% +$77.8K 1.37% 27
2024
Q2 		$1.67M Sell
47,628
-824
-2% -$29.3K 1.31% 29
2024
Q1 		$1.74M Sell
48,452
-891
-2% -$30.6K 1.28% 27
2023
Q4 		$1.68M Sell
49,343
-1,413
-3% -$44.9K 1.27% 28
2023
Q3 		$1.57M Buy
50,756
+520
+1% +$16.8K 1.13% 22
2023
Q2 		$1.63M Sell
50,236
-3,262
-6% -$106K 1.14% 24
2023
Q1 		$1.72M Sell
53,498
-3,272
-6% -$103K 1.19% 24
2022
Q4 		$1.69M Buy
+56,770
New +$1.63M 1.19% 27
2022
Q1 		– Sell
-128,298
Closed -$4.68M – 48
2021
Q4 		$4.68M Sell
128,298
-13,978
-10% -$514K 2.7% 16
2021
Q3 		$5.15M Buy
142,276
+3,566
+3% +$132K 4.41% 13
2021
Q2 		$5.1M Sell
138,710
-6,325
-4% -$235K 5.02% 12
2021
Q1 		$5.13M Buy
145,035
+19,264
+15% +$675K 5.09% 13
2020
Q4 		$4.25M Buy
+125,771
New +$3.96M 4.24% 12

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beaumont Capital Management's SPDW Position: Q1 2025 in Review

Beaumont Capital Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2025, closing a stake of 52,300 shares — an estimated $1.78M sold.

Beaumont Capital Management first reported a position in SPDW in Q4 2020 and held it in 14 quarters. The position peaked at $5.15M in Q3 2021. 990 funds tracked by Wall St. Rank hold SPDW as of Q1 2025.

  • Beaumont Capital Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2025 after selling out during the quarter.
  • Beaumont Capital Management sold 52,300 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2025, an estimated $1.78M.
  • Beaumont Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and held it in 14 quarters.
  • Beaumont Capital Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $5.15M in Q3 2021.
  • 990 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2025.

Based on Beaumont Capital Management's 13F filing for Q1 2025, filed 15 May 2025.