Belpointe Asset Management’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$236K	Sell	10,572 -36,008	-77%	-$803K	0.01%	992
2026 Q1	$1.04M	Buy	46,580 +10,908	+31%	+$246K	0.04%	442
2025 Q4	$800K	Buy	35,672 +8,084	+29%	+$182K	0.03%	512
2025 Q3	$619K	Buy	27,588 +6,409	+30%	+$142K	0.02%	562
2025 Q2	$468K	Buy	21,179 +4,556	+27%	+$99.3K	0.02%	597
2025 Q1	$367K	Buy	+16,623	New	+$361K	0.02%	655
2023 Q2	–	Sell	-154	Closed	-$3.42K	–	2983
2023 Q1	$3.42K	Sell	154 -55	-26%	-$1.22K	﹤0.01%	3152
2022 Q4	$4.54K	Buy	+209	New	+$4.51K	﹤0.01%	2972

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Belpointe Asset Management reduced its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 77% in Q2 2026, selling an estimated $803K and leaving 10,572 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #992.

Belpointe Asset Management first reported a position in SPMB in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.04M in Q1 2026. 256 funds tracked by Wall St. Rank hold SPMB as of Q2 2026.

Belpointe Asset Management held 10,572 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $236K as of Q2 2026.
Belpointe Asset Management sold 36,008 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q2 2026, an estimated $803K.
State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #992 holding.
Belpointe Asset Management first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q4 2022 and has held it in 8 quarters since.
Belpointe Asset Management's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $1.04M in Q1 2026.
256 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q2 2026.

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