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FPCP
Fort Point Capital Partners’s
State Street Consumer Staples Select Sector SPDR ETF
XLP
Stock Holding History
Fort Point Capital Partners’s Portfolio
XLP Stock Details
XLP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-2,644
Closed
-$208K
–
331
2024
Q4
$208K
Buy
+2,644
New
+$215K
0.02%
292
2024
Q1
–
Sell
-3,558
Closed
-$256K
–
339
2023
Q4
$256K
Sell
3,558
-433
-11%
-$30K
0.04%
259
2023
Q3
$275K
Buy
3,991
+350
+10%
+$25.6K
0.04%
223
2023
Q2
$270K
Sell
3,641
-85,127
-96%
-$6.39M
0.04%
227
2023
Q1
$6.63M
Sell
88,768
-11,382
-11%
-$833K
1.01%
24
2022
Q4
$7.47M
Sell
100,150
-6,075
-6%
-$443K
1.16%
19
2022
Q3
$7.09M
Buy
106,225
+5,842
+6%
+$428K
1.18%
22
2022
Q2
$7.25M
Buy
100,383
+41,626
+71%
+$3.12M
1.18%
24
2022
Q1
$4.46M
Buy
58,757
+52,667
+865%
+$3.97M
0.62%
43
2021
Q4
$470K
Hold
6,090
–
–
0.06%
170
2021
Q3
$419K
Buy
+6,090
New
+$434K
0.06%
161
Other funds holding XLP
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$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan, Israel
$14.7B AUM
47%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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