Belpointe Asset Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.52M | Sell |
17,268
-379
| -2% | -$56.5K | 0.09% | 198 |
|
|
2025
Q4 | $2.46M | Buy |
17,647
+2,458
| +16% | +$342K | 0.09% | 193 |
|
|
2025
Q3 | $2.13M | Sell |
15,189
-771
| -5% | -$108K | 0.08% | 212 |
|
|
2025
Q2 | $2.17M | Buy |
15,960
+1,678
| +12% | +$223K | 0.09% | 191 |
|
|
2025
Q1 | $1.94M | Sell |
14,282
-1,027
| -7% | -$138K | 0.1% | 189 |
|
|
2024
Q4 | $2.14M | Buy |
15,309
+96
| +0.6% | +$13.4K | 0.13% | 161 |
|
|
2024
Q3 | $2.16M | Sell |
15,213
-540
| -3% | -$73K | 0.13% | 160 |
|
|
2024
Q2 | $2M | Buy |
15,753
+1,609
| +11% | +$207K | 0.14% | 142 |
|
|
2024
Q1 | $1.86M | Buy |
14,144
+5,570
| +65% | +$699K | 0.14% | 139 |
|
|
2023
Q4 | $1.07M | Buy |
8,574
+760
| +10% | +$89.2K | 0.09% | 205 |
|
|
2023
Q3 | $899K | Buy |
7,814
+339
| +5% | +$41.4K | 0.09% | 213 |
|
|
2023
Q2 | $916K | Sell |
7,475
-20,755
| -74% | -$2.54M | 0.1% | 199 |
|
|
2023
Q1 | $3.49M | Buy |
28,230
+411
| +1% | +$51.7K | 0.19% | 101 |
|
|
2022
Q4 | $3.48M | Buy |
27,819
+531
| +2% | +$65.6K | 0.21% | 87 |
|
|
2022
Q3 | $3.04M | Buy |
27,288
+6,639
| +32% | +$818K | 0.21% | 92 |
|
|
2022
Q2 | $2.45M | Buy |
20,649
+3,533
| +21% | +$441K | 0.16% | 131 |
|
|
2022
Q1 | $2.19M | Sell |
17,116
-1,350
| -7% | -$171K | 0.13% | 160 |
|
|
2021
Q4 | $2.38M | Buy |
18,466
+1,484
| +9% | +$185K | 0.15% | 142 |
|
|
2021
Q3 | $2M | Buy |
16,982
+103
| +0.6% | +$12.6K | 0.14% | 155 |
|
|
2021
Q2 | $2.06M | Buy |
16,879
+266
| +2% | +$32.9K | 0.15% | 151 |
|
|
2021
Q1 | $1.96M | Buy |
16,613
+1,167
| +8% | +$131K | 0.17% | 130 |
|
|
2020
Q4 | $1.64M | Buy |
15,446
+1,484
| +11% | +$150K | 0.15% | 153 |
|
|
2020
Q3 | $1.29M | Sell |
13,962
-3,762
| -21% | -$355K | 0.14% | 156 |
|
|
2020
Q2 | $1.62M | Buy |
17,724
+2,865
| +19% | +$252K | 0.21% | 99 |
|
|
2020
Q1 | $1.19M | Sell |
14,859
-7,930
| -35% | -$782K | 0.21% | 113 |
|
|
2019
Q4 | $2.45M | Buy |
22,789
+2,829
| +14% | +$297K | 0.31% | 82 |
|
|
2019
Q3 | $2.05M | Buy |
19,960
+3,897
| +24% | +$393K | 0.33% | 69 |
|
|
2019
Q2 | $1.62M | Sell |
16,063
-199,394
| -93% | -$19.9M | 0.32% | 69 |
|
|
2019
Q1 | $10.2M | Buy |
215,457
+194,195
| +913% | +$18.7M | 2% | 9 |
|
|
2018
Q4 | $1.9M | Sell |
21,262
-33,659
| -61% | -$3.17M | 0.48% | 36 |
|
|
2018
Q3 | $5.38M | Buy |
54,921
+46,306
| +538% | +$4.49M | 0.85% | 14 |
|
|
2018
Q2 | $799K | Buy |
8,615
+2
| +0% | +$184 | 0.22% | 91 |
|
|
2018
Q1 | $786K | Sell |
8,613
-2,095
| -20% | -$196K | 0.23% | 79 |
|
|
2017
Q4 | $1.01M | Sell |
10,708
-52
| -0.5% | -$4.87K | 0.22% | 98 |
|
|
2017
Q3 | $983K | Buy |
+10,760
| New | +$964K | 0.23% | 97 |
|
Other funds holding SDY
JIC
Belpointe Asset Management's SDY Position: Q1 2026 in Review
Belpointe Asset Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 2.1% in Q1 2026, selling an estimated $56.5K and leaving 17,268 shares worth $2.52M. The position accounts for 0.09% of the portfolio, ranked #198.
Belpointe Asset Management first reported a position in SDY in Q3 2017 and has held it in 35 quarters since. The position peaked at $10.2M in Q1 2019. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Belpointe Asset Management held 17,268 shares of State Street SPDR S&P Dividend ETF worth $2.52M as of Q1 2026.
- Belpointe Asset Management sold 379 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $56.5K.
- State Street SPDR S&P Dividend ETF made up 0.09% of Belpointe Asset Management's portfolio in Q1 2026, its #198 holding.
- Belpointe Asset Management first reported a position in State Street SPDR S&P Dividend ETF in Q3 2017 and has held it in 35 quarters since.
- Belpointe Asset Management's State Street SPDR S&P Dividend ETF position peaked at $10.2M in Q1 2019.
- 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.