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Belpointe Asset Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Belpointe Asset Management’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.46M Buy
25,111
+8,955
+55% +$933K 0.09% 205
2025
Q4 		$1.72M Sell
16,156
-2,384
-13% -$253K 0.06% 257
2025
Q3 		$1.94M Sell
18,540
-840
-4% -$83.7K 0.07% 227
2025
Q2 		$1.85M Sell
19,380
-882
-4% -$75.6K 0.08% 215
2025
Q1 		$1.63M Sell
20,262
-184
-0.9% -$16.1K 0.08% 220
2024
Q4 		$1.65M Buy
20,446
+4
+0% +$346 0.1% 204
2024
Q3 		$1.7M Buy
20,442
+1,157
+6% +$92.5K 0.1% 198
2024
Q2 		$1.55M Buy
19,285
+6,485
+51% +$484K 0.11% 186
2024
Q1 		$936K Buy
12,800
+7,674
+150% +$534K 0.07% 286
2023
Q4 		$334K Buy
+5,126
New +$316K 0.03% 493
2023
Q2 		– Sell
-40,429
Closed -$2.24M – 3000
2023
Q1 		$2.24M Sell
40,429
-8,466
-17% -$448K 0.12% 176
2022
Q4 		$2.48M Buy
48,895
+12,834
+36% +$668K 0.15% 138
2022
Q3 		$1.81M Buy
36,061
+11,612
+47% +$653K 0.12% 178
2022
Q2 		$1.28M Buy
24,449
+424
+2% +$24.3K 0.09% 245
2022
Q1 		$1.59M Sell
24,025
-2,193
-8% -$143K 0.1% 227
2021
Q4 		$1.9M Buy
26,218
+2,138
+9% +$149K 0.12% 176
2021
Q3 		$1.54M Buy
24,080
+1,295
+6% +$85.5K 0.11% 202
2021
Q2 		$1.44M Sell
22,785
-4,775
-17% -$286K 0.1% 216
2021
Q1 		$1.55M Sell
27,560
-10,725
-28% -$601K 0.13% 170
2020
Q4 		$2.12M Buy
38,285
+23,036
+151% +$1.21M 0.19% 113
2020
Q3 		$763K Sell
15,249
-4,844
-24% -$237K 0.08% 251
2020
Q2 		$903K Buy
20,093
+9,519
+90% +$395K 0.12% 188
2020
Q1 		$378K Buy
10,574
+4,620
+78% +$189K 0.07% 290
2019
Q4 		$249K Buy
+5,954
New +$239K 0.03% 482
2018
Q4 		– Sell
-5,659
Closed -$216K – 622
2018
Q3 		$216K Buy
+5,659
New +$210K 0.03% 430

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Belpointe Asset Management's SPYG Position: Q1 2026 in Review

Belpointe Asset Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 55% in Q1 2026, buying an estimated $933K and bringing the position to 25,111 shares worth $2.46M. The position accounts for 0.09% of the portfolio, ranked #205.

Belpointe Asset Management first reported a position in SPYG in Q3 2018 and has held it in 25 quarters since. The position peaked at $2.48M in Q4 2022. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Belpointe Asset Management held 25,111 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.46M as of Q1 2026.
  • Belpointe Asset Management bought 8,955 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $933K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.09% of Belpointe Asset Management's portfolio in Q1 2026, its #205 holding.
  • Belpointe Asset Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and has held it in 25 quarters since.
  • Belpointe Asset Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.48M in Q4 2022.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.