Ownership history in Towerpoint Wealth, LLC · 29 quarters on record
This page tracks every 13F SEC filing in which Towerpoint Wealth, LLC reported a position in SPDR SERIES TRUST (SPYG). 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 | 35,329 | -1,835 | -4.9% | 1.49% | $3.8M | $106.70 |
| 2025 Q3 | REDUCED | 37,164 | -1,595 | -4.1% | 1.59% | $3.9M | $104.35 |
| 2025 Q2 | REDUCED | 38,759 | -1,351 | -3.4% | 1.64% | $3.7M | $95.05 |
| 2025 Q1 | REDUCED | 40,110 | -671 | -1.6% | 1.60% | $3.2M | $80.02 |
| 2024 Q4 | REDUCED | 40,781 | -1,069 | -2.6% | 1.76% | $3.6M | $87.40 |
| 2024 Q3 | REDUCED | 41,850 | -87 | -0.2% | 1.64% | $3.5M | $82.31 |
| 2024 Q2 | REDUCED | 41,937 | -1,238 | -2.9% | 1.68% | $3.4M | $79.39 |
| 2024 Q1 | REDUCED | 43,175 | -501 | -1.1% | 1.59% | $3.2M | $72.36 |
| 2023 Q4 | REDUCED | 43,676 | -3,178 | -6.8% | 1.55% | $2.8M | $64.27 |
| 2023 Q3 | REDUCED | 46,854 | -1,654 | -3.4% | 1.65% | $2.8M | $58.37 |
As of 2025 Q4 — sorted by position size