Towerpoint Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Towerpoint Wealth’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.91M	Buy	6,576 +614	+10%	+$445K	1.7%	13
2026 Q1	$3.88M	Buy	5,962 +65	+1%	+$44.2K	1.56%	15
2025 Q4	$4.02M	Buy	5,897 +37	+0.6%	+$25K	1.59%	16
2025 Q3	$3.9M	Buy	5,860 +21	+0.4%	+$13.5K	1.6%	16
2025 Q2	$3.61M	Sell	5,839 -5	-0.1%	-$2.86K	1.6%	16
2025 Q1	$3.27M	Sell	5,844 -83	-1%	-$48.8K	1.62%	16
2024 Q4	$3.47M	Sell	5,927 -56	-0.9%	-$33K	1.7%	17
2024 Q3	$3.43M	Buy	5,983 +31	+0.5%	+$17.1K	1.63%	20
2024 Q2	$3.24M	Buy	5,952 +54	+0.9%	+$28.3K	1.62%	19
2024 Q1	$3.09M	Buy	5,898 +311	+6%	+$155K	1.55%	19
2023 Q4	$2.66M	Buy	5,587 +20	+0.4%	+$8.91K	1.45%	18
2023 Q3	$2.38M	Sell	5,567 -185	-3%	-$82.3K	1.41%	19
2023 Q2	$2.55M	Buy	5,752 +298	+5%	+$125K	1.44%	19
2023 Q1	$2.23M	Sell	5,454 -9	-0.2%	-$3.59K	1.28%	19
2022 Q4	$2.09M	Buy	5,463 +53	+1%	+$20.4K	1.21%	21
2022 Q3	$1.93M	Buy	5,410 +19	+0.4%	+$7.54K	1.16%	22
2022 Q2	$2.03M	Buy	5,391 +222	+4%	+$90.9K	1.22%	22
2022 Q1	$2.33M	Buy	5,169 +18	+0.3%	+$8.01K	1.16%	22
2021 Q4	$2.45M	Buy	5,151 +16	+0.3%	+$7.34K	1.16%	22
2021 Q3	$2.2M	Hold	5,135	–	–	1.1%	22
2021 Q2	$2.2M	Sell	5,135 -42	-0.8%	-$17.5K	1.09%	22
2021 Q1	$2.05M	Buy	5,177 +42	+0.8%	+$16.2K	0.98%	22
2020 Q4	$1.92M	Buy	+5,135	New	+$1.82M	0.96%	24

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Towerpoint Wealth's SPY Position: Q2 2026 in Review

Towerpoint Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 10% in Q2 2026, buying an estimated $445K and bringing the position to 6,576 shares worth $4.91M. The position accounts for 1.7% of the portfolio, ranked #13.

Towerpoint Wealth first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 1,960 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Towerpoint Wealth held 6,576 shares of State Street SPDR S&P 500 ETF Trust worth $4.91M as of Q2 2026.
Towerpoint Wealth bought 614 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $445K.
State Street SPDR S&P 500 ETF Trust made up 1.7% of Towerpoint Wealth's portfolio in Q2 2026, its #13 holding.
Towerpoint Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 23 quarters since.
1,960 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.