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Belpointe Asset Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Belpointe Asset Management’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.85M Sell
32,121
-2,971
-8% -$159K 0.06% 298
2026
Q1 		$1.7M Sell
35,092
-1,926
-5% -$95.3K 0.06% 283
2025
Q4 		$1.73M Buy
37,018
+24,430
+194% +$1.14M 0.06% 253
2025
Q3 		$583K Buy
12,588
+4,073
+48% +$183K 0.02% 585
2025
Q2 		$363K Sell
8,515
-7,281
-46% -$294K 0.02% 693
2025
Q1 		$644K Buy
15,796
+7,898
+100% +$348K 0.03% 476
2024
Q4 		$358K Buy
7,898
+207
+3% +$9.63K 0.02% 596
2024
Q3 		$350K Sell
7,691
-155
-2% -$6.81K 0.02% 614
2024
Q2 		$326K Buy
+7,846
New +$327K 0.02% 564
2023
Q2 		– Sell
-3,685
Closed -$139K – 2990
2023
Q1 		$139K Buy
3,685
+798
+28% +$31.2K 0.01% 1121
2022
Q4 		$107K Sell
2,887
-1,154
-29% -$43.2K 0.01% 1202
2022
Q3 		$138K Sell
4,041
-902
-18% -$34.1K 0.01% 998
2022
Q2 		$178K Sell
4,943
-1,066
-18% -$41.4K 0.01% 873
2022
Q1 		$253K Sell
6,009
-799
-12% -$33.6K 0.02% 804
2021
Q4 		$305K Sell
6,808
-2,760
-29% -$123K 0.02% 703
2021
Q3 		$408K Buy
9,568
+4,747
+98% +$203K 0.03% 569
2021
Q2 		$212K Sell
4,821
-141
-3% -$6.13K 0.02% 816
2021
Q1 		$209K Buy
4,962
+629
+15% +$25.6K 0.02% 735
2020
Q4 		$155K Buy
+4,333
New +$139K 0.01% 788
2020
Q1 		– Sell
-6,047
Closed -$197K – 763
2019
Q4 		$197K Buy
6,047
+1,153
+24% +$36K 0.03% 544
2019
Q3 		$147K Buy
+4,894
New +$148K 0.02% 563

Other funds holding SPSM

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Belpointe Asset Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 8.5% in Q2 2026, selling an estimated $159K and leaving 32,121 shares worth $1.85M. The position accounts for 0.06% of the portfolio, ranked #298.

Belpointe Asset Management first reported a position in SPSM in Q3 2019 and has held it in 21 quarters since. 517 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Belpointe Asset Management held 32,121 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.85M as of Q2 2026.
  • Belpointe Asset Management sold 2,971 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $159K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.06% of Belpointe Asset Management's portfolio in Q2 2026, its #298 holding.
  • Belpointe Asset Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2019 and has held it in 21 quarters since.
  • 517 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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