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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.1M	Buy	273,983 +42,391	+18%	+$3.62M	0.79%	22
2026 Q1	$17.7M	Buy	231,592 +1,964	+0.9%	+$157K	0.65%	29
2025 Q4	$18.4M	Buy	229,628 +38,131	+20%	+$3.03M	0.67%	29
2025 Q3	$15M	Buy	191,497 +32,503	+20%	+$2.45M	0.57%	33
2025 Q2	$11.6M	Buy	158,994 +39,346	+33%	+$2.65M	0.48%	40
2025 Q1	$7.87M	Sell	119,648 -163,130	-58%	-$11.3M	0.41%	41
2024 Q4	$18.7M	Buy	282,778 +176,124	+165%	+$12.2M	1.13%	13
2024 Q3	$7.2M	Sell	106,654 -37,341	-26%	-$2.43M	0.43%	37
2024 Q2	$9.22M	Sell	143,995 -135,639	-49%	-$8.35M	0.64%	22
2024 Q1	$17.2M	Buy	279,634 +266,181	+1,979%	+$15.6M	1.29%	11
2023 Q4	$752K	Buy	13,453 +6,548	+95%	+$343K	0.07%	268
2023 Q3	$347K	Sell	6,905 -411	-6%	-$21.5K	0.04%	427
2023 Q2	$381K	Sell	7,316 -149,798	-95%	-$7.39M	0.04%	374
2023 Q1	$7.57M	Sell	157,114 -28,799	-15%	-$1.35M	0.41%	37
2022 Q4	$8.36M	Buy	185,913 +930	+0.5%	+$42K	0.51%	27
2022 Q3	$7.77M	Buy	184,983 +34,392	+23%	+$1.61M	0.53%	31
2022 Q2	$6.68M	Buy	150,591 +4,199	+3%	+$202K	0.45%	33
2022 Q1	$7.78M	Buy	146,392 +41,242	+39%	+$2.16M	0.47%	34
2021 Q4	$5.87M	Sell	105,150 -14,016	-12%	-$757K	0.37%	45
2021 Q3	$6.01M	Buy	119,166 +27,070	+29%	+$1.4M	0.41%	38
2021 Q2	$4.63M	Sell	92,096 -2,848	-3%	-$140K	0.33%	53
2021 Q1	$4.43M	Buy	94,944 +4,594	+5%	+$208K	0.38%	46
2020 Q4	$3.97M	Buy	90,350 +23,866	+36%	+$995K	0.36%	55
2020 Q3	$2.62M	Sell	66,484 -714	-1%	-$27.8K	0.29%	78
2020 Q2	$2.44M	Buy	67,198 +9,499	+16%	+$327K	0.32%	66
2020 Q1	$1.75M	Buy	57,699 +14,813	+35%	+$531K	0.31%	74
2019 Q4	$1.62M	Buy	42,886 +20,968	+96%	+$758K	0.21%	115
2019 Q3	$764K	Buy	+21,918	New	+$762K	0.12%	187
2018 Q4	–	Sell	-15,981	Closed	-$544K	–	620
2018 Q3	$544K	Buy	+15,981	New	+$534K	0.09%	239

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Belpointe Asset Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 18% in Q2 2026, buying an estimated $3.62M and bringing the position to 273,983 shares worth $24.1M. The position accounts for 0.79% of the portfolio, ranked #22.

Belpointe Asset Management first reported a position in SPYM in Q3 2018 and has held it in 29 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Belpointe Asset Management held 273,983 shares of State Street SPDR Portfolio S&P 500 ETF worth $24.1M as of Q2 2026.
Belpointe Asset Management bought 42,391 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $3.62M.
State Street SPDR Portfolio S&P 500 ETF made up 0.79% of Belpointe Asset Management's portfolio in Q2 2026, its #22 holding.
Belpointe Asset Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2018 and has held it in 29 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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