Belpointe Asset Management’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Belpointe Asset Management’s Portfolio SLY Stock Details SLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8	Closed	-$685	–	3719
2023 Q1	$685	Hold	8	–	–	﹤0.01%	3549
2022 Q4	$667	Buy	+8	New	+$667	﹤0.01%	3507
2022 Q2	–	Sell	-1,097	Closed	-$103K	–	1304
2022 Q1	$103K	Sell	1,097 -3,993	-78%	-$374K	0.01%	1207
2021 Q4	$506K	Buy	+5,090	New	+$503K	0.03%	517

Other funds holding SLY

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Belpointe Asset Management's SLY Position: Q2 2023 in Review

Belpointe Asset Management sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q2 2023, closing a stake of 8 shares — an estimated $685 sold.

Belpointe Asset Management first reported a position in SLY in Q4 2021 and held it in 4 quarters. The position peaked at $506K in Q4 2021. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Belpointe Asset Management reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 8 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $685.
Belpointe Asset Management first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2021 and held it in 4 quarters.
Belpointe Asset Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $506K in Q4 2021.
3 funds tracked by Wall St. Rank held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.