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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

Belpointe Asset Management's SPGM Position: Q2 2026 in Review

Belpointe Asset Management reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 1.3% in Q2 2026, selling an estimated $109K and leaving 102,168 shares worth $8.75M. The position accounts for 0.29% of the portfolio, ranked #65.

Belpointe Asset Management first reported a position in SPGM in Q3 2021 and has held it in 15 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Belpointe Asset Management held 102,168 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $8.75M as of Q2 2026.
Belpointe Asset Management sold 1,308 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $109K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.29% of Belpointe Asset Management's portfolio in Q2 2026, its #65 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 15 quarters since.
180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.