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 Q2	$13.5M	Buy	268,818 +47,278	+21%	+$2.34M	0.94%	22
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Fort Point Capital Partners increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 21% in Q2 2026, buying an estimated $2.34M and bringing the position to 268,818 shares worth $13.5M. The position accounts for 0.94% of the portfolio, ranked #22.

Fort Point Capital Partners first reported a position in SPDW in Q4 2018 and has held it in 31 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Fort Point Capital Partners held 268,818 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $13.5M as of Q2 2026.
Fort Point Capital Partners bought 47,278 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $2.34M.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.94% of Fort Point Capital Partners's portfolio in Q2 2026, its #22 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 31 quarters since.
1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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