Belpointe Asset Management
SPGM icon

Belpointe Asset Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Belpointe Asset Management’s Portfolio SPGM Stock Details SPGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.7M Sell
100,579
-1,589
-2% -$138K 0.24% 82
2026
Q2 		$8.75M Sell
102,168
-1,308
-1% -$109K 0.29% 65
2026
Q1 		$7.83M Sell
103,476
-5,791
-5% -$454K 0.29% 60
2025
Q4 		$8.38M Sell
109,267
-5,797
-5% -$441K 0.3% 57
2025
Q3 		$8.62M Buy
115,064
+2,971
+3% +$213K 0.33% 56
2025
Q2 		$7.73M Buy
112,093
+10,369
+10% +$666K 0.32% 58
2025
Q1 		$6.35M Buy
101,724
+8,649
+9% +$558K 0.33% 54
2024
Q4 		$5.89M Sell
93,075
-258
-0.3% -$16.7K 0.36% 51
2024
Q3 		$6.05M Buy
93,333
+1,731
+2% +$107K 0.36% 52
2024
Q2 		$5.57M Buy
91,602
+1,895
+2% +$113K 0.39% 44
2024
Q1 		$5.35M Buy
89,707
+32,679
+57% +$1.86M 0.4% 45
2023
Q4 		$3.16M Buy
+57,028
New +$2.96M 0.28% 67
2023
Q2 		– Sell
-858
Closed -$42.8K – 2974
2023
Q1 		$42.8K Buy
858
+14
+2% +$686 ﹤0.01% 1792
2022
Q4 		$39.4K Buy
+844
New +$39.2K ﹤0.01% 1749
2022
Q1 		– Sell
-2,757
Closed -$159K – 1301
2021
Q4 		$159K Buy
2,757
+398
+17% +$22.8K 0.01% 988
2021
Q3 		$129K Buy
+2,359
New +$132K 0.01% 1049

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Peak Financial Management
Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return
Goldstone Financial Group
Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

Belpointe Asset Management's SPGM Position: Q3 2026 in Review

Belpointe Asset Management reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 1.6% in Q3 2026, selling an estimated $138K and leaving 100,579 shares worth $8.7M. The position accounts for 0.24% of the portfolio, ranked #82.

Belpointe Asset Management first reported a position in SPGM in Q3 2021 and has held it in 16 quarters since. The position peaked at $8.75M in Q2 2026. 159 funds tracked by Wall St. Rank hold SPGM as of Q3 2026.

  • Belpointe Asset Management held 100,579 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $8.7M as of Q3 2026.
  • Belpointe Asset Management sold 1,589 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2026, an estimated $138K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.24% of Belpointe Asset Management's portfolio in Q3 2026, its #82 holding.
  • Belpointe Asset Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2021 and has held it in 16 quarters since.
  • Belpointe Asset Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $8.75M in Q2 2026.
  • 159 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.