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

Beaumont Financial Advisors’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
-10,382
Closed -$354K – 382
2024
Q4 		$354K Buy
10,382
+29
+0.3% +$1.04K 0.03% 265
2024
Q3 		$389K Sell
10,353
-334
-3% -$12.1K 0.03% 244
2024
Q2 		$375K Buy
10,687
+44
+0.4% +$1.56K 0.03% 244
2024
Q1 		$381K Sell
10,643
-61
-0.6% -$2.1K 0.03% 242
2023
Q4 		$364K Sell
10,704
-757
-7% -$24K 0.03% 235
2023
Q3 		$355K Buy
11,461
+645
+6% +$20.8K 0.04% 222
2023
Q2 		$352K Sell
10,816
-68
-0.6% -$2.22K 0.03% 243
2023
Q1 		$350K Sell
10,884
-349
-3% -$11K 0.04% 224
2022
Q4 		$334K Buy
+11,233
New +$322K 0.03% 230
2022
Q1 		– Sell
-33,223
Closed -$1.21M – 380
2021
Q4 		$1.21M Sell
33,223
-2,923
-8% -$108K 0.09% 127
2021
Q3 		$1.31M Sell
36,146
-11,256
-24% -$418K 0.1% 121
2021
Q2 		$1.74M Sell
47,402
-91,033
-66% -$3.38M 0.13% 108
2021
Q1 		$4.9M Buy
138,435
+31,600
+30% +$1.11M 0.41% 62
2020
Q4 		$3.61M Sell
106,835
-29,447
-22% -$928K 0.32% 75
2020
Q3 		$3.98M Sell
136,282
-45,063
-25% -$1.32M 0.38% 72
2020
Q2 		$5.01M Buy
+181,345
New +$4.75M 0.52% 61
2015
Q2 		– Sell
-462,457
Closed -$13.1M – 153
2015
Q1 		$13.1M Sell
462,457
-26,663
-5% -$737K 0.46% 47
2014
Q4 		$13.2M Buy
+489,120
New +$13.5M 0.63% 48
2014
Q1 		– Sell
-919,693
Closed -$27M – 150
2013
Q4 		$27M Sell
919,693
-30,888
-3% -$885K 2.22% 12
2013
Q3 		$26.6M Buy
+950,581
New +$25.6M 2.36% 11

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beaumont Financial Advisors's SPDW Position: Q1 2025 in Review

Beaumont Financial Advisors sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q1 2025, closing a stake of 10,382 shares — an estimated $354K sold.

Beaumont Financial Advisors first reported a position in SPDW in Q3 2013 and held it in 20 quarters. The position peaked at $27M in Q4 2013. 992 funds tracked by Wall St. Rank hold SPDW as of Q1 2025.

  • Beaumont Financial Advisors reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q1 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 10,382 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2025, an estimated $354K.
  • Beaumont Financial Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2013 and held it in 20 quarters.
  • Beaumont Financial Advisors's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $27M in Q4 2013.
  • 992 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2025.

Based on Beaumont Financial Advisors's 13F filing for Q1 2025, filed 12 May 2025.