Belpointe Asset Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-617	Closed	-$53.6K	–	938
2024 Q3	$53.6K	Sell	617 -15	-2%	-$1.26K	﹤0.01%	855
2024 Q2	$49K	Buy	+632	New	+$50.2K	﹤0.01%	770
2023 Q4	–	Sell	-18,436	Closed	-$1.33M	–	758
2023 Q3	$1.33M	Sell	18,436 -156	-0.8%	-$12.1K	0.14%	152
2023 Q2	$1.44M	Buy	18,592 +18,102	+3,694%	+$1.35M	0.15%	132
2023 Q1	$37.3K	Buy	490 +41	+9%	+$3.26K	﹤0.01%	1885
2022 Q4	$33.3K	Buy	+449	New	+$33.7K	﹤0.01%	1846
2022 Q2	–	Sell	-1,385	Closed	-$114K	–	1253
2022 Q1	$114K	Buy	+1,385	New	+$115K	0.01%	1157
2019 Q1	–	Sell	-12,173	Closed	-$655K	–	549
2018 Q4	$655K	Sell	12,173 -914	-7%	-$55.5K	0.17%	134
2018 Q3	$893K	Buy	+13,087	New	+$904K	0.14%	143

Other funds holding SLYV

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Belpointe Asset Management's SLYV Position: Q4 2024 in Review

Belpointe Asset Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2024, closing a stake of 617 shares — an estimated $53.6K sold.

Belpointe Asset Management first reported a position in SLYV in Q3 2018 and held it in 9 quarters. The position peaked at $1.44M in Q2 2023. 583 funds tracked by Wall St. Rank hold SLYV as of Q4 2024.

Belpointe Asset Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Belpointe Asset Management sold 617 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2024, an estimated $53.6K.
Belpointe Asset Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2018 and held it in 9 quarters.
Belpointe Asset Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.44M in Q2 2023.
583 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2024.

Based on Belpointe Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.