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 | $680.06 |
| 2025 Q3 | ADDED | 5,860 | +21 | +0.4% | 1.60% | $3.9M | $662.41 |
| 2025 Q2 | REDUCED | 5,839 | -5 | -0.1% | 1.60% | $3.6M | $612.65 |
| 2025 Q1 | REDUCED | 5,844 | -83 | -1.4% | 1.62% | $3.3M | $553.05 |
| 2024 Q4 | REDUCED | 5,927 | -56 | -0.9% | 1.70% | $3.5M | $577.70 |
| 2024 Q3 | ADDED | 5,983 | +31 | +0.5% | 1.63% | $3.4M | $563.66 |
| 2024 Q2 | ADDED | 5,952 | +54 | +0.9% | 1.62% | $3.2M | $533.00 |
| 2024 Q1 | ADDED | 5,898 | +311 | +5.6% | 1.55% | $3.1M | $510.64 |
| 2023 Q4 | ADDED | 5,587 | +20 | +0.4% | 1.45% | $2.7M | $462.58 |
| 2023 Q3 | REDUCED | 5,567 | -185 | -3.2% | 1.41% | $2.4M | $414.35 |
As of 2025 Q4 — sorted by position size