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Belpointe Asset Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Belpointe Asset Management’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.78M Sell
26,293
-36
-0.1% -$2.32K 0.06% 309
2026
Q1 		$1.56M Sell
26,329
-1,656
-6% -$101K 0.06% 305
2025
Q4 		$1.62M Buy
27,985
+18,750
+203% +$1.08M 0.06% 273
2025
Q3 		$528K Buy
9,235
+2,396
+35% +$135K 0.02% 611
2025
Q2 		$372K Sell
6,839
-6,045
-47% -$311K 0.02% 687
2025
Q1 		$659K Buy
12,884
+6,950
+117% +$379K 0.03% 467
2024
Q4 		$322K Buy
5,934
+111
+2% +$6.25K 0.02% 629
2024
Q3 		$318K Sell
5,823
-8
-0.1% -$423 0.02% 646
2024
Q2 		$299K Buy
+5,831
New +$301K 0.02% 586
2023
Q2 		– Sell
-5,451
Closed -$240K – 2984
2023
Q1 		$240K Sell
5,451
-135
-2% -$6.04K 0.01% 855
2022
Q4 		$237K Sell
5,586
-371
-6% -$15.8K 0.01% 815
2022
Q3 		$229K Sell
5,957
-208
-3% -$8.82K 0.02% 779
2022
Q2 		$245K Sell
6,165
-1,004
-14% -$43.6K 0.02% 747
2022
Q1 		$338K Buy
7,169
+248
+4% +$11.6K 0.02% 681
2021
Q4 		$344K Sell
6,921
-3,588
-34% -$175K 0.02% 652
2021
Q3 		$485K Buy
10,509
+4,386
+72% +$207K 0.03% 520
2021
Q2 		$289K Buy
+6,123
New +$291K 0.02% 685
2020
Q1 		– Sell
-6,188
Closed -$224K – 762
2019
Q4 		$224K Buy
+6,188
New +$216K 0.03% 502
2018
Q4 		– Sell
-4,726
Closed -$171K – 621
2018
Q3 		$171K Buy
+4,726
New +$171K 0.03% 490

Other funds holding SPMD

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Belpointe Asset Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.14% in Q2 2026, selling an estimated $2.32K and leaving 26,293 shares worth $1.78M. The position accounts for 0.06% of the portfolio, ranked #309.

Belpointe Asset Management first reported a position in SPMD in Q3 2018 and has held it in 19 quarters since. 408 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Belpointe Asset Management held 26,293 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.78M as of Q2 2026.
  • Belpointe Asset Management sold 36 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.32K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of Belpointe Asset Management's portfolio in Q2 2026, its #309 holding.
  • Belpointe Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and has held it in 19 quarters since.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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