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
2026
Q2 		$202K Buy
+4,000
New +$198K 0.23% 32
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 $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Beaumont Capital Management's SPDW Position: Q2 2026 in Review

Beaumont Capital Management opened a new position in State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q2 2026: 4,000 shares worth $202K. The stake represents 0.23% of the portfolio and ranks #32 among its holdings. This is a return to the name: Beaumont Capital Management previously reported a position in SPDW as recently as Q4 2024.

Beaumont Capital Management first reported a position in SPDW in Q4 2020 and has held it in 15 quarters since. The position peaked at $5.15M in Q3 2021. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Beaumont Capital Management held 4,000 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $202K as of Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF was a new Beaumont Capital Management position in Q2 2026.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.23% of Beaumont Capital Management's portfolio in Q2 2026, its #32 holding.
  • Beaumont Capital Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 15 quarters since.
  • Beaumont Capital Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $5.15M in Q3 2021.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Beaumont Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.