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Spdr S&p 500 Etf shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf 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 S&p 500 Etf by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $79M 166k 475.31
2023-09-30 $72M 167k 427.48
2023-06-30 $78M 176k 443.28
2023-03-31 $72M 176k 409.39
2022-12-31 $72M 187k 382.43
2022-09-30 $68M 189k 357.19
2022-06-30 $65M 173k 377.22
2022-03-31 $75M 165k 451.70
2021-12-31 $80M 169k 475.00
2021-09-30 $79M 183k 429.14
2021-06-30 $78M 183k 428.10
2021-03-31 $68M 170k 396.33
2020-12-31 $90M 242k 373.89
2020-09-30 $98M 292k 334.90
2020-06-30 $76M 247k 308.36
2020-03-31 $61M 237k 257.74
2019-12-31 $79M 247k 321.87
2019-09-30 $74M 249k 296.76
2019-06-30 $70M 242k 290.00
2019-03-31 $58M 206k 282.48
2018-12-31 $55M 221k 250.00
2018-09-30 $44M 151k 290.72
2018-06-30 $40M 146k 271.28
2018-03-31 $39M 148k 263.15
2017-12-31 $37M 138k 266.86
2017-09-30 $35M 141k 251.23
2017-06-30 $34M 142k 242.98
2017-03-31 $34M 143k 235.74
2016-12-31 $31M 137k 226.15
2016-09-30 $30M 139k 216.13
2016-06-30 $31M 147k 209.48
2016-03-31 $31M 151k 205.52
2015-12-31 $32M 157k 203.87
2015-09-30 $30M 156k 191.63
2015-06-30 $31M 152k 205.85
2015-03-31 $36M 172k 206.43
2014-12-31 $37M 179k 205.54
2014-09-30 $35M 177k 197.02
2014-06-30 $33M 169k 195.72
2014-03-31 $31M 164k 187.01
2013-12-31 $30M 163k 184.69

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

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