FPCP
SPYV icon

Fort Point Capital Partners’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Fort Point Capital Partners’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,148
Closed -$688K – 305
2025
Q2 		$688K Buy
13,148
+171
+1% +$8.55K 0.05% 191
2025
Q1 		$663K Buy
12,977
+133
+1% +$6.9K 0.07% 168
2024
Q4 		$657K Buy
12,844
+62
+0.5% +$3.3K 0.07% 171
2024
Q3 		$676K Buy
12,782
+49
+0.4% +$2.49K 0.08% 150
2024
Q2 		$621K Buy
12,733
+54
+0.4% +$2.64K 0.08% 172
2024
Q1 		$635K Buy
12,679
+47
+0.4% +$2.24K 0.08% 170
2023
Q4 		$589K Buy
12,632
+45
+0.4% +$1.94K 0.08% 153
2023
Q3 		$519K Sell
12,587
-156
-1% -$6.76K 0.08% 138
2023
Q2 		$551K Buy
12,743
+43
+0.3% +$1.78K 0.08% 142
2023
Q1 		$517K Buy
12,700
+41
+0.3% +$1.66K 0.08% 153
2022
Q4 		$492K Buy
12,659
+55
+0.4% +$2.11K 0.08% 153
2022
Q3 		$435K Sell
12,604
-945
-7% -$35.9K 0.07% 164
2022
Q2 		$499K Buy
13,549
+452
+3% +$17.9K 0.08% 159
2022
Q1 		$547K Buy
13,097
+39
+0.3% +$1.61K 0.08% 164
2021
Q4 		$548K Buy
13,058
+353
+3% +$14.4K 0.07% 152
2021
Q3 		$495K Buy
+12,705
New +$507K 0.07% 143

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fort Point Capital Partners's SPYV Position: Q3 2025 in Review

Fort Point Capital Partners sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2025, closing a stake of 13,148 shares — an estimated $688K sold.

Fort Point Capital Partners first reported a position in SPYV in Q3 2021 and held it in 16 quarters. The position peaked at $688K in Q2 2025. 1,061 funds tracked by Wall St. Rank hold SPYV as of Q3 2025.

  • Fort Point Capital Partners reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 13,148 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2025, an estimated $688K.
  • Fort Point Capital Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2021 and held it in 16 quarters.
  • Fort Point Capital Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $688K in Q2 2025.
  • 1,061 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.