Belpointe Asset Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$217K	Sell	7,651 -33,495	-81%	-$953K	0.01%	1036
2026 Q1	$1.18M	Buy	41,146 +6,506	+19%	+$188K	0.04%	397
2025 Q4	$999K	Buy	34,640 +7,570	+28%	+$219K	0.04%	434
2025 Q3	$782K	Buy	27,070 +6,111	+29%	+$176K	0.03%	489
2025 Q2	$603K	Buy	20,959 +4,464	+27%	+$127K	0.03%	508
2025 Q1	$471K	Buy	+16,495	New	+$464K	0.02%	580
2023 Q2	–	Sell	-39,492	Closed	-$1.14M	–	2992
2023 Q1	$1.14M	Buy	39,492 +34,516	+694%	+$987K	0.06%	299
2022 Q4	$141K	Sell	4,976 -746	-13%	-$21K	0.01%	1055
2022 Q3	$161K	Sell	5,722 -31	-0.5%	-$907	0.01%	934
2022 Q2	$170K	Sell	5,753 -6,146	-52%	-$181K	0.01%	893
2022 Q1	$360K	Buy	11,899 +4,048	+52%	+$126K	0.02%	651
2021 Q4	$252K	Sell	7,851 -342	-4%	-$11K	0.02%	801
2021 Q3	$264K	Buy	8,193 +3,081	+60%	+$100K	0.02%	745
2021 Q2	$166K	Sell	5,112 -8,502	-62%	-$275K	0.01%	910
2021 Q1	$437K	Hold	13,614	–	–	0.04%	476
2020 Q4	$450K	Hold	13,614	–	–	0.04%	431
2020 Q3	$453K	Sell	13,614 -5,090	-27%	-$169K	0.05%	350
2020 Q2	$621K	Buy	18,704 +5,018	+37%	+$166K	0.08%	252
2020 Q1	$453K	Sell	13,686 -940	-6%	-$29.9K	0.08%	260
2019 Q4	$452K	Hold	14,626	–	–	0.06%	341
2019 Q3	$457K	Sell	14,626 -3,436	-19%	-$107K	0.07%	305
2019 Q2	$558K	Buy	+18,062	New	+$548K	0.11%	201
2019 Q1	–	Sell	-7,690	Closed	-$229K	–	554
2018 Q4	$229K	Sell	7,690 -21,408	-74%	-$624K	0.06%	322
2018 Q3	$846K	Buy	+29,098	New	+$851K	0.13%	156
2018 Q1	–	Sell	-12,580	Closed	-$374K	–	463
2017 Q4	$374K	Buy	+12,580	New	+$376K	0.08%	293

Other funds holding SPTI

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

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

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

Belpointe Asset Management reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 81% in Q2 2026, selling an estimated $953K and leaving 7,651 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #1036.

Belpointe Asset Management first reported a position in SPTI in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.18M in Q1 2026. 409 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Belpointe Asset Management held 7,651 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $217K as of Q2 2026.
Belpointe Asset Management sold 33,495 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $953K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1036 holding.
Belpointe Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q4 2017 and has held it in 25 quarters since.
Belpointe Asset Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $1.18M in Q1 2026.
409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

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