Belpointe Asset Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.56M | Sell |
3,840
-1,892
| -33% | -$799K | 0.05% | 346 |
|
|
2026
Q1 | $2.44M | Buy |
5,732
+1,678
| +41% | +$779K | 0.09% | 208 |
|
|
2025
Q4 | $2.12M | Sell |
4,054
-2
| -0% | -$990 | 0.08% | 213 |
|
|
2025
Q3 | $1.97M | Buy |
4,056
+88
| +2% | +$47.1K | 0.08% | 223 |
|
|
2025
Q2 | $2.09M | Sell |
3,968
-140
| -3% | -$69.9K | 0.09% | 202 |
|
|
2025
Q1 | $2.09M | Buy |
4,108
+48
| +1% | +$24.5K | 0.11% | 173 |
|
|
2024
Q4 | $2.08M | Sell |
4,060
-9
| -0.2% | -$4.57K | 0.13% | 164 |
|
|
2024
Q3 | $2.1M | Buy |
4,069
+64
| +2% | +$31.7K | 0.13% | 162 |
|
|
2024
Q2 | $1.79M | Sell |
4,005
-57
| -1% | -$24.5K | 0.12% | 156 |
|
|
2024
Q1 | $1.73M | Buy |
4,062
+8
| +0.2% | +$3.47K | 0.13% | 147 |
|
|
2023
Q4 | $1.79M | Buy |
4,054
+19
| +0.5% | +$7.5K | 0.16% | 128 |
|
|
2023
Q3 | $1.47M | Sell |
4,035
-192
| -5% | -$75.5K | 0.15% | 135 |
|
|
2023
Q2 | $1.69M | Sell |
4,227
-934
| -18% | -$341K | 0.18% | 112 |
|
|
2023
Q1 | $1.78M | Buy |
5,161
+405
| +9% | +$143K | 0.1% | 220 |
|
|
2022
Q4 | $1.59M | Buy |
4,756
+92
| +2% | +$30.3K | 0.1% | 211 |
|
|
2022
Q3 | $1.42M | Buy |
4,664
+398
| +9% | +$142K | 0.1% | 225 |
|
|
2022
Q2 | $1.44M | Hold |
4,266
| – | – | 0.1% | 222 |
|
|
2022
Q1 | $1.75M | Buy |
4,266
+190
| +5% | +$77.4K | 0.11% | 205 |
|
|
2021
Q4 | $1.92M | Sell |
4,076
-12
| -0.3% | -$5.49K | 0.12% | 173 |
|
|
2021
Q3 | $1.74M | Buy |
4,088
+93
| +2% | +$40.3K | 0.12% | 178 |
|
|
2021
Q2 | $1.64M | Sell |
3,995
-1,216
| -23% | -$467K | 0.12% | 191 |
|
|
2021
Q1 | $1.84M | Buy |
5,211
+1,440
| +38% | +$479K | 0.16% | 142 |
|
|
2020
Q4 | $1.24M | Buy |
3,771
+24
| +0.6% | +$8.1K | 0.11% | 215 |
|
|
2020
Q3 | $1.35M | Sell |
3,747
-10
| -0.3% | -$3.53K | 0.15% | 145 |
|
|
2020
Q2 | $1.24M | Sell |
3,757
-3
| -0.1% | -$902 | 0.16% | 132 |
|
|
2020
Q1 | $921K | Sell |
3,760
-279
| -7% | -$76.5K | 0.16% | 142 |
|
|
2019
Q4 | $1.1M | Buy |
4,039
+1,510
| +60% | +$392K | 0.14% | 164 |
|
|
2019
Q3 | $620K | Sell |
2,529
-10
| -0.4% | -$2.5K | 0.1% | 225 |
|
|
2019
Q2 | $578K | Sell |
2,539
-1,922
| -43% | -$420K | 0.11% | 196 |
|
|
2019
Q1 | $939K | Buy |
4,461
+1,939
| +77% | +$375K | 0.18% | 91 |
|
|
2018
Q4 | $429K | Sell |
2,522
-1,483
| -37% | -$266K | 0.11% | 203 |
|
|
2018
Q3 | $783K | Buy |
4,005
+1,147
| +40% | +$237K | 0.12% | 166 |
|
|
2018
Q2 | $583K | Sell |
2,858
-2,186
| -43% | -$432K | 0.16% | 131 |
|
|
2018
Q1 | $964K | Buy |
5,044
+1,276
| +34% | +$236K | 0.28% | 66 |
|
|
2017
Q4 | $638K | Sell |
3,768
-1,729
| -31% | -$282K | 0.14% | 167 |
|
|
2017
Q3 | $859K | Buy |
+5,497
| New | +$836K | 0.2% | 110 |
|
Other funds holding SPGI
Belpointe Asset Management's SPGI Position: Q2 2026 in Review
Belpointe Asset Management reduced its S&P Global (SPGI) stake by 33% in Q2 2026, selling an estimated $799K and leaving 3,840 shares worth $1.56M. The position accounts for 0.05% of the portfolio, ranked #346.
Belpointe Asset Management first reported a position in SPGI in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.44M in Q1 2026. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Belpointe Asset Management held 3,840 shares of S&P Global worth $1.56M as of Q2 2026.
- Belpointe Asset Management sold 1,892 S&P Global shares in Q2 2026, an estimated $799K.
- S&P Global made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #346 holding.
- Belpointe Asset Management first reported a position in S&P Global in Q3 2017 and has held it in 36 quarters since.
- Belpointe Asset Management's S&P Global position peaked at $2.44M in Q1 2026.
- 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.