Ownership history in Towerpoint Wealth, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Towerpoint Wealth, LLC reported a position in SPDR INDEX SHS FDS (SPDW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 91,932 | -758 | -0.8% | 1.62% | $4.1M | $44.41 |
| 2025 Q3 | REDUCED | 92,690 | -3,655 | -3.8% | 1.62% | $4.0M | $42.03 |
| 2025 Q2 | REDUCED | 96,345 | -8,869 | -8.4% | 1.73% | $3.9M | $39.77 |
| 2025 Q1 | REDUCED | 105,214 | -2,096 | -2.0% | 1.90% | $3.8M | $35.16 |
| 2024 Q4 | ADDED | 107,310 | +9,862 | +10.1% | 1.79% | $3.7M | $32.96 |
| 2024 Q3 | ADDED | 97,448 | +1,407 | +1.5% | 1.73% | $3.7M | $35.77 |
| 2024 Q2 | REDUCED | 96,041 | -698 | -0.7% | 1.68% | $3.4M | $33.41 |
| 2024 Q1 | REDUCED | 96,739 | -2,095 | -2.1% | 1.74% | $3.5M | $33.54 |
| 2023 Q4 | REDUCED | 98,834 | -430 | -0.4% | 1.83% | $3.4M | $31.83 |
| 2023 Q3 | REDUCED | 99,264 | -2,565 | -2.5% | 1.83% | $3.1M | $28.72 |
As of 2025 Q4 — sorted by position size