Fort Point Capital Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-6,322
Closed -$331K 317
2025
Q2
$331K Sell
6,322
-811
-11% -$40.1K 0.02% 270
2025
Q1
$355K Sell
7,133
-63
-0.9% -$3.16K 0.04% 246
2024
Q4
$348K Buy
7,196
+1,656
+30% +$80.1K 0.04% 244
2024
Q3
$251K Buy
+5,540
New +$242K 0.03% 254
2023
Q1
Sell
-6,810
Closed -$233K 300
2022
Q4
$233K Buy
+6,810
New +$230K 0.04% 239

Other funds holding XLF

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

Fort Point Capital Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2025, closing a stake of 6,322 shares — an estimated $331K sold.

Fort Point Capital Partners first reported a position in XLF in Q4 2022 and held it in 5 quarters. The position peaked at $355K in Q1 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • Fort Point Capital Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 6,322 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $331K.
  • Fort Point Capital Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and held it in 5 quarters.
  • Fort Point Capital Partners's State Street Financial Select Sector SPDR ETF position peaked at $355K in Q1 2025.
  • 1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

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