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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
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

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Towerpoint Wealth's SPYG Position: Q2 2026 in Review

Towerpoint Wealth reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.9% in Q2 2026, selling an estimated $34.4K and leaving 33,225 shares worth $3.95M. The position accounts for 1.37% of the portfolio, ranked #19.

Towerpoint Wealth first reported a position in SPYG in Q4 2018 and has held it in 31 quarters since. 582 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Towerpoint Wealth held 33,225 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $3.95M as of Q2 2026.
  • Towerpoint Wealth sold 301 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $34.4K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.37% of Towerpoint Wealth's portfolio in Q2 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 31 quarters since.
  • 582 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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