Belpointe Asset Management’s State Street SPDR US Small Cap Low Volatility Index ETF SMLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-642	Closed	-$67.5K	–	2939
2023 Q1	$67.5K	Sell	642 -229	-26%	-$25.2K	﹤0.01%	1542
2022 Q4	$93.8K	Sell	871 -619	-42%	-$67K	0.01%	1274
2022 Q3	$147K	Sell	1,490 -121	-8%	-$13K	0.01%	975
2022 Q2	$168K	Sell	1,611 -521	-24%	-$56.4K	0.01%	899
2022 Q1	$243K	Sell	2,132 -4,013	-65%	-$460K	0.01%	827
2021 Q4	$734K	Sell	6,145 -291	-5%	-$34.1K	0.05%	408
2021 Q3	$722K	Sell	6,436 -136	-2%	-$15.3K	0.05%	400
2021 Q2	$740K	Buy	+6,572	New	+$751K	0.05%	372

Other funds holding SMLV

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

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

Belpointe Asset Management sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2023, closing a stake of 642 shares — an estimated $67.5K sold.

Belpointe Asset Management first reported a position in SMLV in Q2 2021 and held it in 8 quarters. The position peaked at $740K in Q2 2021. 75 funds tracked by Wall St. Rank hold SMLV as of Q2 2023.

Belpointe Asset Management reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 642 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2023, an estimated $67.5K.
Belpointe Asset Management first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2021 and held it in 8 quarters.
Belpointe Asset Management's State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $740K in Q2 2021.
75 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2023.

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