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

Fort Point Capital Partners LLC

$803 Million
Q3 2024

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 12,587 shares of EFIV stock, worth $715,319. This represents 0.09% of its overall portfolio holdings.

Number of Shares

12,587

Previous 12,256 2.7%

Holding current value

$715,319

Previous $650,000 7.85%

% of portfolio

0.09%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

111

Shares Held

5.06M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR SPDR S&P 500 ESG E

Ticker EFIV
Sector Technology

More about EFIV

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