SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

Belpointe Asset Management LLC's Holding History (CIK: 0001721242)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 98,389 Value ($000) $5,589 Avg Close — Range —
Q3 2025
Shares 98,332 Value ($000) $5,441 Avg Close — Range —
Q2 2025
Shares 95,318 Value ($000) $4,989 Avg Close — Range —
Q1 2025
Shares 55,099 Value ($000) $2,814 Avg Close — Range —
Q4 2024
Shares 12,944 Value ($000) $681 Avg Close — Range —
Q3 2024
Shares 10,768 Value ($000) $569 Avg Close — Range —
Q4 2023
Shares 7,833 Value ($000) $365 Avg Close — Range —
Q2 2023
Shares 6,622 Value ($000) $286 Avg Close — Range —
Q1 2023
Shares 8,815 Value ($000) $359 Avg Close — Range —
Q4 2022
Shares 16,054 Value ($000) $624 Avg Close — Range —
Q3 2022
Shares 9,298 Value ($000) $321 Avg Close — Range —
Q2 2022
Shares 10,042 Value ($000) $370 Avg Close — Range —
Q1 2022
Shares 11,817 Value ($000) $493 Avg Close — Range —
Q4 2021
Shares 10,845 Value ($000) $455 Avg Close — Range —
Q4 2019
Shares 7,669 Value ($000) $267 Avg Close — Range —
Q3 2018
Shares 5,244 Value ($000) $163 Avg Close — Range —