Fort Point Capital Partners’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,686	Closed	-$285K	–	337
2023 Q4	$285K	Sell	8,686 -1,605	-16%	-$51K	0.04%	247
2023 Q3	$324K	Buy	+10,291	New	+$328K	0.05%	200

Other funds holding SPIB

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GIM

GE Investment Management Norwalk, Connecticut $244M AUM 41.62% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Fort Point Capital Partners's SPIB Position: Q1 2024 in Review

Fort Point Capital Partners sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2024, closing a stake of 8,686 shares — an estimated $285K sold.

Fort Point Capital Partners first reported a position in SPIB in Q3 2023 and held it in 2 quarters. The position peaked at $324K in Q3 2023. 484 funds tracked by Wall St. Rank hold SPIB as of Q1 2024.

Fort Point Capital Partners reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Fort Point Capital Partners sold 8,686 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2024, an estimated $285K.
Fort Point Capital Partners first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2023 and held it in 2 quarters.
Fort Point Capital Partners's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $324K in Q3 2023.
484 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2024.

Based on Fort Point Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.