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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Fort Point Capital Partners's SDY Position: Q1 2026 in Review

Fort Point Capital Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.6% in Q1 2026, buying an estimated $7.75K and bringing the position to 8,702 shares worth $1.27M. The position accounts for 0.15% of the portfolio, ranked #83.

Fort Point Capital Partners first reported a position in SDY in Q2 2016 and has held it in 25 quarters since. The position peaked at $2.19M in Q2 2025. 1,233 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Fort Point Capital Partners held 8,702 shares of State Street SPDR S&P Dividend ETF worth $1.27M as of Q1 2026.
  • Fort Point Capital Partners bought 52 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $7.75K.
  • State Street SPDR S&P Dividend ETF made up 0.15% of Fort Point Capital Partners's portfolio in Q1 2026, its #83 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 25 quarters since.
  • Fort Point Capital Partners's State Street SPDR S&P Dividend ETF position peaked at $2.19M in Q2 2025.
  • 1,233 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.