Belpointe Asset Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Buy	22,099 +4,640	+27%	+$218K	0.03%	481
2026 Q1	$795K	Buy	17,459 +4,210	+32%	+$193K	0.03%	538
2025 Q4	$573K	Buy	13,249 +6,889	+108%	+$298K	0.02%	612
2025 Q3	$280K	Buy	6,360 +805	+14%	+$35.3K	0.01%	818
2025 Q2	$236K	Buy	5,555 +306	+6%	+$12.9K	0.01%	825
2025 Q1	$232K	Buy	+5,249	New	+$231K	0.01%	801
2023 Q2	–	Sell	-8,998	Closed	-$342K	–	2999
2023 Q1	$342K	Sell	8,998 -1,555	-15%	-$62.1K	0.02%	697
2022 Q4	$418K	Buy	10,553 +1,676	+19%	+$65.6K	0.03%	618
2022 Q3	$315K	Sell	8,877 -12,084	-58%	-$487K	0.02%	671
2022 Q2	$836K	Buy	20,961 +18,148	+645%	+$780K	0.06%	341
2022 Q1	$124K	Buy	2,813 +209	+8%	+$9K	0.01%	1121
2021 Q4	$110K	Sell	2,604 -166	-6%	-$6.77K	0.01%	1148
2021 Q3	$107K	Buy	+2,770	New	+$110K	0.01%	1131
2020 Q2	–	Sell	-7,205	Closed	-$177K	–	758
2020 Q1	$177K	Sell	7,205 -9,300	-56%	-$324K	0.03%	450
2019 Q4	$651K	Buy	+16,505	New	+$637K	0.08%	266

Other funds holding SPYD

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Belpointe Asset Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 27% in Q2 2026, buying an estimated $218K and bringing the position to 22,099 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #481.

Belpointe Asset Management first reported a position in SPYD in Q4 2019 and has held it in 15 quarters since. 523 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Belpointe Asset Management held 22,099 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.05M as of Q2 2026.
Belpointe Asset Management bought 4,640 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $218K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #481 holding.
Belpointe Asset Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and has held it in 15 quarters since.
523 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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