Belpointe Asset Management’s State Street SPDR Portfolio Long Term Corporate Bond ETF SPLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$489K	Buy	21,830 +7,965	+57%	+$178K	0.02%	730
2026 Q1	$308K	Buy	+13,865	New	+$314K	0.01%	853
2023 Q2	–	Sell	-1,602	Closed	-$37.8K	–	2982
2023 Q1	$37.8K	Sell	1,602 -155	-9%	-$3.62K	﹤0.01%	1879
2022 Q4	$39.4K	Buy	+1,757	New	+$39.1K	﹤0.01%	1748
2022 Q2	–	Sell	-9,771	Closed	-$272K	–	1256
2022 Q1	$272K	Sell	9,771 -1,190	-11%	-$34.4K	0.02%	775
2021 Q4	$345K	Sell	10,961 -1,845	-14%	-$58.4K	0.02%	651
2021 Q3	$402K	Buy	12,806 +8,265	+182%	+$266K	0.03%	574
2021 Q2	$144K	Buy	+4,541	New	+$140K	0.01%	973
2021 Q1	–	Sell	-31,070	Closed	-$1.03M	–	1067
2020 Q4	$1.03M	Buy	31,070 +11,170	+56%	+$362K	0.09%	244
2020 Q3	$632K	Buy	19,900 +2,839	+17%	+$92.2K	0.07%	287
2020 Q2	$541K	Buy	+17,061	New	+$519K	0.07%	285

Other funds holding SPLB

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Belpointe Asset Management increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 57% in Q2 2026, buying an estimated $178K and bringing the position to 21,830 shares worth $489K. The position accounts for 0.02% of the portfolio, ranked #730.

Belpointe Asset Management first reported a position in SPLB in Q2 2020 and has held it in 11 quarters since. The position peaked at $1.03M in Q4 2020. 174 funds tracked by Wall St. Rank hold SPLB as of Q2 2026.

Belpointe Asset Management held 21,830 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $489K as of Q2 2026.
Belpointe Asset Management bought 7,965 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q2 2026, an estimated $178K.
State Street SPDR Portfolio Long Term Corporate Bond ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #730 holding.
Belpointe Asset Management first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q2 2020 and has held it in 11 quarters since.
Belpointe Asset Management's State Street SPDR Portfolio Long Term Corporate Bond ETF position peaked at $1.03M in Q4 2020.
174 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q2 2026.

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