SEC 13F Intelligence

Tower View Wealth Management LLC / SPY

Tower View Wealth Management LLC’s State Str Spdr S&P 500 Etf T Position

Does Tower View Wealth Management LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 7.9K shares worth $5M (+2.64% of its 13F portfolio) as of Q1 2026, up from 7.9K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
7.9K
% of Portfolio
+2.64%
Quarters Held
29
currently held

Position History SPY

Reported value by quarter
Q1 ’19: $4MQ1 ’19Q2 ’19: $4MQ3 ’19: $4MQ4 ’19: $5MQ1 ’20: $4MQ1 ’20Q2 ’20: $4MQ3 ’20: $4MQ4 ’20: $4MQ1 ’21: $4MQ1 ’21Q2 ’21: $4MQ3 ’21: $4MQ4 ’21: $5MQ1 ’22: $4MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ4 ’22: $4MQ1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $4MQ4 ’23: $4MQ1 ’24: $4MQ1 ’24Q2 ’24: $5MQ3 ’24: $5MQ4 ’24: $5MQ1 ’25: $5MQ1 ’25Q2 ’25: $5MQ3 ’25: $5MQ4 ’25: $5MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.9K$5M+2.64%
Q4 20257.9K$5M+2.66%
Q3 20258.0K$5M+2.75%
Q2 20258.1K$5M+2.61%
Q1 20258.2K$5M+2.68%
Q4 20248.3K$5M+2.58%
Q3 20248.3K$5M+2.61%
Q2 20248.4K$5M+2.63%
Q1 20248.4K$4M+2.56%
Q4 20238.4K$4M+2.48%
Q3 20238.4K$4M+2.52%
Q2 20238.5K$4M+2.56%
Q1 20239.2K$4M+2.53%
Q4 20229.2K$4M+2.45%
Q3 20229.2K$3M+2.50%
Q2 20229.2K$3M+2.54%
Q1 20229.3K$4M+2.26%
Q4 20219.5K$5M+2.30%
Q3 20219.8K$4M+2.34%
Q2 202110.0K$4M+2.16%
Q1 202110.4K$4M+2.26%
Q4 202011.3K$4M+2.40%
Q3 202011.8K$4M+2.56%
Q2 202012.1K$4M+2.72%
Q1 202015.2K$4M+3.53%
Q4 201914.6K$5M+3.56%
Q3 201914.8K$4M+3.61%
Q2 201914.9K$4M+3.74%
Q1 201915.2K$4M+3.82%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tower View Wealth Management LLC’s full portfolio or all institutional holders of SPY.