Fort Point Capital Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Fort Point Capital Partners’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.32M	Hold	8,702	–	–	0.09%	97
2026 Q1	$1.27M	Buy	8,702 +52	+0.6%	+$7.75K	0.15%	83
2025 Q4	$1.27M	Hold	8,650	–	–	0.14%	90
2025 Q3	$1.21M	Sell	8,650 -7,519	-47%	-$1.05M	0.14%	95
2025 Q2	$2.19M	Buy	16,169 +8,591	+113%	+$1.14M	0.16%	91
2025 Q1	$1.03M	Buy	7,578 +100	+1%	+$13.4K	0.11%	121
2024 Q4	$988K	Sell	7,478 -9	-0.1%	-$1.26K	0.11%	127
2024 Q3	$1.06M	Sell	7,487 -87	-1%	-$11.8K	0.13%	104
2024 Q2	$963K	Sell	7,574 -52	-0.7%	-$6.7K	0.12%	119
2024 Q1	$1M	Sell	7,626 -30	-0.4%	-$3.76K	0.13%	120
2023 Q4	$957K	Buy	7,656 +109	+1%	+$12.8K	0.14%	108
2023 Q3	$868K	Buy	7,547 +61	+0.8%	+$7.45K	0.13%	104
2023 Q2	$918K	Buy	7,486 +545	+8%	+$66.6K	0.13%	103
2023 Q1	$859K	Buy	6,941 +243	+4%	+$30.6K	0.13%	114
2022 Q4	$838K	Hold	6,698	–	–	0.13%	111
2022 Q3	$747K	Buy	6,698 +481	+8%	+$59.2K	0.12%	120
2022 Q2	$738K	Buy	6,217 +906	+17%	+$113K	0.12%	121
2022 Q1	$680K	Buy	5,311 +611	+13%	+$77.2K	0.09%	144
2021 Q4	$607K	Sell	4,700 -117	-2%	-$14.6K	0.08%	138
2021 Q3	$566K	Buy	+4,817	New	+$590K	0.08%	125
2017 Q4	–	Sell	-7,904	Closed	-$722K	–	157
2017 Q3	$722K	Sell	7,904 -473	-6%	-$42.4K	0.35%	51
2017 Q2	$745K	Sell	8,377 -5,281	-39%	-$468K	0.41%	39
2017 Q1	$1.2M	Sell	13,658 -893	-6%	-$78K	0.62%	28
2016 Q4	$1.25M	Sell	14,551 -1,691	-10%	-$142K	0.68%	31
2016 Q3	$1.37M	Buy	16,242 +8,930	+122%	+$761K	0.62%	35
2016 Q2	$614K	Buy	+7,312	New	+$594K	0.3%	60

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fort Point Capital Partners's SDY Position: Q2 2026 in Review

Fort Point Capital Partners held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q2 2026 at 8,702 shares worth $1.32M. The position accounts for 0.09% of the portfolio, ranked #97.

Fort Point Capital Partners first reported a position in SDY in Q2 2016 and has held it in 26 quarters since. The position peaked at $2.19M in Q2 2025. 1,247 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Fort Point Capital Partners held 8,702 shares of State Street SPDR S&P Dividend ETF worth $1.32M as of Q2 2026.
Fort Point Capital Partners left its State Street SPDR S&P Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Dividend ETF made up 0.09% of Fort Point Capital Partners's portfolio in Q2 2026, its #97 holding.
Fort Point Capital Partners first reported a position in State Street SPDR S&P Dividend ETF in Q2 2016 and has held it in 26 quarters since.
Fort Point Capital Partners's State Street SPDR S&P Dividend ETF position peaked at $2.19M in Q2 2025.
1,247 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.