Ownership history in Towerpoint Wealth, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Towerpoint Wealth, LLC reported a position in SPDR S&P 500 ETF TR (SPY). 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 | ADDED | 5,897 | +37 | +0.6% | 1.59% | $4.0M | $681.92 |
| 2025 Q3 | ADDED | 5,860 | +21 | +0.4% | 1.60% | $3.9M | $664.22 |
| 2025 Q2 | REDUCED | 5,839 | -5 | -0.1% | 1.60% | $3.6M | $614.33 |
| 2025 Q1 | REDUCED | 5,844 | -83 | -1.4% | 1.62% | $3.3M | $554.56 |
As of 2025 Q4 — sorted by position size