SPIA
TSPY

Steward Partners Investment Advisory’s TappAlpha S&P 500 Growth & Daily Income ETF TSPY Stock Holding History

Steward Partners Investment Advisory’s Portfolio TSPY Stock Details TSPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$154K Buy
6,644
+2,324
+54% +$57.7K ﹤0.01% 2149
2025
Q4 		$110K Buy
+4,320
New +$110K ﹤0.01% 2236

Other funds holding TSPY

CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MAMG
Milestone Asset Management Group Avon, Connecticut $171M AUM 20.73% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CCM
Cloud Capital Management Seattle, Washington $229M AUM 19.91% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Steward Partners Investment Advisory's TSPY Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its TappAlpha S&P 500 Growth & Daily Income ETF (TSPY) stake by 54% in Q1 2026, buying an estimated $57.7K and bringing the position to 6,644 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #2149.

Steward Partners Investment Advisory first reported a position in TSPY in Q4 2025 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold TSPY as of Q1 2026.

  • Steward Partners Investment Advisory held 6,644 shares of TappAlpha S&P 500 Growth & Daily Income ETF worth $154K as of Q1 2026.
  • Steward Partners Investment Advisory bought 2,324 TappAlpha S&P 500 Growth & Daily Income ETF shares in Q1 2026, an estimated $57.7K.
  • TappAlpha S&P 500 Growth & Daily Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2149 holding.
  • Steward Partners Investment Advisory first reported a position in TappAlpha S&P 500 Growth & Daily Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held TappAlpha S&P 500 Growth & Daily Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.