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
2026 Q2	$3.07M	Buy	+33,760	New	+$2.97M	0.21%	57
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 $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

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

PFA

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

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

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

Fort Point Capital Partners opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 33,760 shares worth $3.07M. The stake represents 0.21% of the portfolio and ranks #57 among its holdings. This is a return to the name: Fort Point Capital Partners previously reported a position in SPTM as recently as Q2 2024.

Fort Point Capital Partners first reported a position in SPTM in Q4 2021 and has held it in 7 quarters since. 779 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Fort Point Capital Partners held 33,760 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $3.07M as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Fort Point Capital Partners position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.21% of Fort Point Capital Partners's portfolio in Q2 2026, its #57 holding.
Fort Point Capital Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 7 quarters since.
779 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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