Towerpoint Wealth
SPYG icon

Towerpoint Wealth’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Towerpoint Wealth’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.93M Sell
31,945
-1,280
-4% -$154K 1.38% 19
2026
Q2 		$3.95M Sell
33,225
-301
-0.9% -$34.4K 1.37% 19
2026
Q1 		$3.28M Sell
33,526
-1,803
-5% -$188K 1.32% 20
2025
Q4 		$3.77M Sell
35,329
-1,835
-5% -$195K 1.49% 19
2025
Q3 		$3.88M Sell
37,164
-1,595
-4% -$159K 1.59% 17
2025
Q2 		$3.69M Sell
38,759
-1,351
-3% -$116K 1.64% 15
2025
Q1 		$3.22M Sell
40,110
-671
-2% -$58.6K 1.6% 18
2024
Q4 		$3.58M Sell
40,781
-1,069
-3% -$92.4K 1.76% 16
2024
Q3 		$3.47M Sell
41,850
-87
-0.2% -$6.95K 1.64% 19
2024
Q2 		$3.36M Sell
41,937
-1,238
-3% -$92.5K 1.68% 18
2024
Q1 		$3.16M Sell
43,175
-501
-1% -$34.9K 1.59% 18
2023
Q4 		$2.84M Sell
43,676
-3,178
-7% -$196K 1.55% 17
2023
Q3 		$2.78M Sell
46,854
-1,654
-3% -$101K 1.65% 16
2023
Q2 		$2.96M Sell
48,508
-6,390
-12% -$366K 1.67% 16
2023
Q1 		$3.04M Sell
54,898
-1,314
-2% -$69.6K 1.74% 15
2022
Q4 		$2.85M Buy
56,212
+15,792
+39% +$822K 1.64% 15
2022
Q3 		$2.02M Buy
40,420
+623
+2% +$35.1K 1.22% 20
2022
Q2 		$2.08M Buy
39,797
+9,661
+32% +$554K 1.24% 21
2022
Q1 		$2M Buy
30,136
+20,712
+220% +$1.35M 0.99% 26
2021
Q4 		$683K Sell
9,424
-833
-8% -$58.2K 0.32% 43
2021
Q3 		$657K Sell
10,257
-2,222
-18% -$147K 0.33% 40
2021
Q2 		$786K Sell
12,479
-695
-5% -$41.7K 0.39% 37
2021
Q1 		$743K Sell
13,174
-1,151
-8% -$64.5K 0.36% 38
2020
Q4 		$792K Buy
14,325
+177
+1% +$9.3K 0.4% 33
2020
Q3 		$709K Sell
14,148
-380
-3% -$18.6K 0.39% 32
2020
Q2 		$653K Sell
14,528
-551
-4% -$22.9K 0.41% 31
2020
Q1 		$539K Sell
15,079
-250
-2% -$10.2K 0.43% 30
2019
Q4 		$642K Sell
15,329
-209
-1% -$8.38K 0.42% 29
2019
Q3 		$604K Sell
15,538
-330
-2% -$12.9K 0.41% 27
2019
Q2 		$622K Sell
15,868
-534
-3% -$20.3K 0.44% 25
2019
Q1 		$610K Buy
16,402
+10
+0.1% +$354 0.43% 26
2018
Q4 		$533K Buy
+16,392
New +$573K 0.43% 26

Other funds holding SPYG

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Focused Wealth Management
Focused Wealth Management Newburgh, New York $1.17B AUM 16.89% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Towerpoint Wealth's SPYG Position: Q3 2026 in Review

Towerpoint Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 3.9% in Q3 2026, selling an estimated $154K and leaving 31,945 shares worth $3.93M. The position accounts for 1.38% of the portfolio, ranked #19.

Towerpoint Wealth first reported a position in SPYG in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.95M in Q2 2026. 656 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Towerpoint Wealth held 31,945 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.93M as of Q3 2026.
  • Towerpoint Wealth sold 1,280 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $154K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.38% of Towerpoint Wealth's portfolio in Q3 2026, its #19 holding.
  • Towerpoint Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2018 and has held it in 32 quarters since.
  • Towerpoint Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $3.95M in Q2 2026.
  • 656 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

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