FPCP
SPDW icon

Fort Point Capital Partners’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Fort Point Capital Partners’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.1M Buy
221,540
+20,769
+10% +$975K 1.23% 19
2025
Q4 		$9.27M Buy
200,771
+5,925
+3% +$259K 1.04% 25
2025
Q3 		$8.34M Buy
194,846
+25,980
+15% +$1.08M 0.98% 29
2025
Q2 		$6.84M Buy
168,866
+12,976
+8% +$497K 0.49% 38
2025
Q1 		$5.68M Sell
155,890
-751
-0.5% -$27.1K 0.63% 40
2024
Q4 		$5.35M Sell
156,641
-84,716
-35% -$3.03M 0.58% 41
2024
Q3 		$9.07M Buy
241,357
+1,368
+0.6% +$49.4K 1.12% 19
2024
Q2 		$8.42M Sell
239,989
-20,626
-8% -$734K 1.07% 19
2024
Q1 		$9.34M Sell
260,615
-15,812
-6% -$543K 1.24% 17
2023
Q4 		$9.4M Buy
276,427
+214,569
+347% +$6.81M 1.34% 19
2023
Q3 		$1.92M Buy
61,858
+5,711
+10% +$184K 0.29% 54
2023
Q2 		$1.83M Buy
56,147
+989
+2% +$32.3K 0.26% 60
2023
Q1 		$1.77M Sell
55,158
-2,636
-5% -$83.2K 0.27% 68
2022
Q4 		$1.72M Buy
57,794
+399
+0.7% +$11.5K 0.27% 68
2022
Q3 		$1.48M Sell
57,395
-30,970
-35% -$893K 0.25% 75
2022
Q2 		$2.55M Sell
88,365
-5,943
-6% -$188K 0.42% 54
2022
Q1 		$3.23M Buy
94,308
+46,409
+97% +$1.61M 0.45% 52
2021
Q4 		$1.75M Hold
47,899
– – 0.23% 70
2021
Q3 		$1.73M Buy
47,899
+420
+0.9% +$15.6K 0.26% 59
2021
Q2 		$1.75M Buy
47,479
+40
+0.1% +$1.48K 0.32% 48
2021
Q1 		$1.68M Buy
47,439
+2,499
+6% +$87.6K 0.36% 44
2020
Q4 		$1.52M Buy
44,940
+55
+0.1% +$1.73K 0.35% 51
2020
Q3 		$1.31M Buy
44,885
+291
+0.7% +$8.5K 0.33% 46
2020
Q2 		$1.23M Buy
44,594
+5,514
+14% +$144K 0.39% 43
2020
Q1 		$936K Buy
39,080
+16,798
+75% +$481K 0.4% 38
2019
Q4 		$699K Hold
22,282
– – 0.25% 51
2019
Q3 		$654K Hold
22,282
– – 0.25% 51
2019
Q2 		$659K Buy
22,282
+2,337
+12% +$68.8K 0.26% 47
2019
Q1 		$583K Buy
19,945
+1,814
+10% +$51.7K 0.25% 49
2018
Q4 		$480K Buy
+18,131
New +$511K 0.19% 72

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Fort Point Capital Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 10% in Q1 2026, buying an estimated $975K and bringing the position to 221,540 shares worth $10.1M. The position accounts for 1.23% of the portfolio, ranked #19.

Fort Point Capital Partners first reported a position in SPDW in Q4 2018 and has held it in 30 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Fort Point Capital Partners held 221,540 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $10.1M as of Q1 2026.
  • Fort Point Capital Partners bought 20,769 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $975K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.23% of Fort Point Capital Partners's portfolio in Q1 2026, its #19 holding.
  • Fort Point Capital Partners first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

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