Towerpoint Wealth
SPY icon

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
Q3 		$5.01M Sell
6,565
-11
-0.2% -$8.36K 1.76% 15
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 		$2.34M 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
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Towerpoint Wealth's SPY Position: Q3 2026 in Review

Towerpoint Wealth reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.17% in Q3 2026, selling an estimated $8.36K and leaving 6,565 shares worth $5.01M. The position accounts for 1.76% of the portfolio, ranked #15.

Towerpoint Wealth first reported a position in SPY in Q4 2020 and has held it in 24 quarters since. 2,173 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Towerpoint Wealth held 6,565 shares of State Street SPDR S&P 500 ETF Trust worth $5.01M as of Q3 2026.
  • Towerpoint Wealth sold 11 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $8.36K.
  • State Street SPDR S&P 500 ETF Trust made up 1.76% of Towerpoint Wealth's portfolio in Q3 2026, its #15 holding.
  • Towerpoint Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 24 quarters since.
  • 2,173 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.