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Spdr Ser Tr shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of Spdr Ser Tr (EFIV) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Fort Point Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $559k 12k 46.20
2023-09-30 $506k 12k 41.49
2023-06-30 $501k 12k 43.05
2023-03-31 $443k 11k 39.43
2022-12-31 $353k 9.6k 36.66
2022-09-30 $326k 9.6k 34.00
2022-06-30 $280k 7.7k 36.24

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Phillips 66 Put Option (PSX)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Fort Point Capital Partners

Top funds holding Spdr Ser Tr

Banca d'Italia
Retirement Capital Strategies
Baltimore-Washington Financial Advisors
Laurel Wealth Planning
Principal Financial Group
Blue Edge Capital
Gradient Investments
One Capital Management
Private Advisor
Financial Services Advisory
CI Private Wealth
Bank of New York Mellon
Armbruster Capital Management
HighTower Advisors
Us Financial Advisors

View all funds holding Spdr Ser Tr