Fort Point Capital Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52.1M	Buy	69,800 +34,900	+100%	+$25.3M	3.62%	5
2026 Q1	$22.7M	Buy	34,900 +1,100	+3%	+$748K	2.75%	9
2025 Q4	$23.2M	Buy	33,800 +500	+2%	+$338K	2.6%	9
2025 Q3	$22.2M	Sell	33,300 -46,500	-58%	-$29.8M	2.61%	9
2025 Q2	$49.3M	Buy	+79,800	New	+$45.6M	3.55%	5
2023 Q1	–	Sell	-600	Closed	-$229K	–	293
2022 Q4	$229K	Buy	+600	New	+$231K	0.04%	241
2020 Q2	–	Sell	-200	Closed	-$52K	–	141
2020 Q1	$52K	Buy	+200	New	+$61K	0.02%	104

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Fort Point Capital Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.2% in Q2 2026, buying an estimated $1.59M and bringing the position to 101,566 shares worth $76M. The position accounts for 5.28% of the portfolio, ranked #2.

Fort Point Capital Partners first reported a position in SPY in Q4 2013 and has held it in 51 quarters since. The position peaked at $120M in Q2 2025. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Fort Point Capital Partners held 101,566 shares of State Street SPDR S&P 500 ETF Trust worth $76M as of Q2 2026.
Fort Point Capital Partners bought 2,188 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.59M.
State Street SPDR S&P 500 ETF Trust made up 5.28% of Fort Point Capital Partners's portfolio in Q2 2026, its #2 holding.
Fort Point Capital Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2013 and has held it in 51 quarters since.
Fort Point Capital Partners's State Street SPDR S&P 500 ETF Trust position peaked at $120M in Q2 2025.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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