FPCP
EFIV icon

Fort Point Capital Partners’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Fort Point Capital Partners’s Portfolio EFIV Stock Details EFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,617
Closed -$739K – 242
2025
Q2 		$739K Sell
12,617
-133
-1% -$7.21K 0.05% 179
2025
Q1 		$682K Buy
12,750
+290
+2% +$16.3K 0.08% 166
2024
Q4 		$704K Sell
12,460
-127
-1% -$7.25K 0.08% 164
2024
Q3 		$702K Buy
12,587
+331
+3% +$17.8K 0.09% 148
2024
Q2 		$651K Hold
12,256
– – 0.08% 164
2024
Q1 		$621K Buy
12,256
+151
+1% +$7.29K 0.08% 176
2023
Q4 		$559K Sell
12,105
-99
-0.8% -$4.29K 0.08% 163
2023
Q3 		$506K Buy
12,204
+560
+5% +$24.2K 0.08% 144
2023
Q2 		$501K Buy
11,644
+411
+4% +$16.7K 0.07% 152
2023
Q1 		$443K Buy
11,233
+1,596
+17% +$61.1K 0.07% 172
2022
Q4 		$353K Buy
9,637
+50
+0.5% +$1.84K 0.06% 187
2022
Q3 		$326K Buy
9,587
+1,861
+24% +$70.7K 0.05% 194
2022
Q2 		$280K Buy
+7,726
New +$303K 0.05% 231

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

Fort Point Capital Partners's EFIV Position: Q3 2025 in Review

Fort Point Capital Partners sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q3 2025, closing a stake of 12,617 shares — an estimated $739K sold.

Fort Point Capital Partners first reported a position in EFIV in Q2 2022 and held it in 13 quarters. The position peaked at $739K in Q2 2025. 115 funds tracked by Wall St. Rank hold EFIV as of Q3 2025.

  • Fort Point Capital Partners reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q3 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 12,617 State Street SPDR S&P 500 ESG ETF shares in Q3 2025, an estimated $739K.
  • Fort Point Capital Partners first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2022 and held it in 13 quarters.
  • Fort Point Capital Partners's State Street SPDR S&P 500 ESG ETF position peaked at $739K in Q2 2025.
  • 115 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.