Beaumont Capital Management’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-7,267	Closed	-$1.25M	–	54
2021 Q3	$1.25M	Buy	7,267 +3,713	+104%	+$643K	1.07%	19
2021 Q2	$609K	Sell	3,554 -320	-8%	-$52.1K	0.6%	27
2021 Q1	$610K	Buy	3,874 +2,448	+172%	+$395K	0.61%	26
2020 Q4	$220K	Buy	+1,426	New	+$192K	0.22%	31

Other funds holding XSW

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beaumont Capital Management's XSW Position: Q4 2021 in Review

Beaumont Capital Management sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q4 2021, closing a stake of 7,267 shares — an estimated $1.25M sold.

Beaumont Capital Management first reported a position in XSW in Q4 2020 and held it in 4 quarters. The position peaked at $1.25M in Q3 2021. 100 funds tracked by Wall St. Rank hold XSW as of Q4 2021.

Beaumont Capital Management reported no remaining State Street SPDR S&P Software & Services ETF position as of Q4 2021 after selling out during the quarter.
Beaumont Capital Management sold 7,267 State Street SPDR S&P Software & Services ETF shares in Q4 2021, an estimated $1.25M.
Beaumont Capital Management first reported a position in State Street SPDR S&P Software & Services ETF in Q4 2020 and held it in 4 quarters.
Beaumont Capital Management's State Street SPDR S&P Software & Services ETF position peaked at $1.25M in Q3 2021.
100 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q4 2021.

Based on Beaumont Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.