Fort Point Capital Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,679	Closed	-$244K	–	336
2024 Q2	$244K	Hold	3,679	–	–	0.03%	280
2024 Q1	$236K	Hold	3,679	–	–	0.03%	289
2023 Q4	$215K	Buy	+3,679	New	+$201K	0.03%	275
2023 Q3	–	Sell	-3,679	Closed	-$200K	–	299
2023 Q2	$200K	Buy	+3,679	New	+$190K	0.03%	268
2022 Q2	–	Sell	-3,679	Closed	-$204K	–	295
2022 Q1	$204K	Sell	3,679 -3,149	-46%	-$173K	0.03%	278
2021 Q4	$399K	Buy	+6,828	New	+$386K	0.05%	192

Other funds holding SPTM

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Fort Point Capital Partners's SPTM Position: Q3 2024 in Review

Fort Point Capital Partners sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2024, closing a stake of 3,679 shares — an estimated $244K sold.

Fort Point Capital Partners first reported a position in SPTM in Q4 2021 and held it in 6 quarters. The position peaked at $399K in Q4 2021. 584 funds tracked by Wall St. Rank hold SPTM as of Q3 2024.

Fort Point Capital Partners reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2024 after selling out during the quarter.
Fort Point Capital Partners sold 3,679 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2024, an estimated $244K.
Fort Point Capital Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and held it in 6 quarters.
Fort Point Capital Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $399K in Q4 2021.
584 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2024.

Based on Fort Point Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.