Fort Point Capital Partners LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Fort Point Capital Partners LLC

  • $851 Million
  • Q1 2025

A detailed history of Fort Point Capital Partners LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Fort Point Capital Partners LLC holds 12,750 shares of EFIV stock, worth $767,295. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,750
Previous 12,460 2.33%
Holding current value
$767,295
Previous $703,000 2.99%
% of portfolio
0.08%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$52.53 - $58.51 $15,233 - $16,967
290 Added 2.33%
12,750 $682,000
Q4 2024

Feb 11, 2025
SELL
$55.05 - $58.86 $6,991 - $7,475
-127 Reduced 1.01%
12,460 $703,000
Q3 2024

Nov 14, 2024
BUY
$50.43 - $55.76 $16,692 - $18,456
331 Added 2.7%
12,587 $701,000
Q1 2024

May 14, 2024
BUY
$45.34 - $50.65 $6,846 - $7,648
151 Added 1.25%
12,256 $620,000
Q4 2023

Feb 09, 2024
SELL
$40.0 - $46.3 $3,960 - $4,583
-99 Reduced 0.81%
12,105 $559,000
Q3 2023

Nov 08, 2023
BUY
$41.29 - $44.55 $23,122 - $24,948
560 Added 4.81%
12,204 $506,000
Q2 2023

Aug 14, 2023
BUY
$39.12 - $43.05 $16,078 - $17,693
411 Added 3.66%
11,644 $501,000
Q1 2023

May 11, 2023
BUY
$36.26 - $39.92 $57,870 - $63,712
1,596 Added 16.56%
11,233 $442,000
Q4 2022

Feb 14, 2023
BUY
$34.22 - $39.09 $1,711 - $1,954
50 Added 0.52%
9,637 $353,000
Q3 2022

Nov 09, 2022
BUY
$34.04 - $41.19 $63,348 - $76,654
1,861 Added 24.09%
9,587 $326,000
Q2 2022

Aug 15, 2022
BUY
$35.19 - $43.89 $271,877 - $339,094
7,726 New
7,726 $280,000

Others Institutions Holding EFIV

# of Institutions
123
Shares Held
5.26M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR S&P 500 ESG E

EFIV Quotes by TradingView
  • Ticker EFIV
  • Sector Technology
More about EFIV
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