Fort Point Capital Partners LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Fort Point Capital Partners LLC
- $749 Million
- Q1 2024
A detailed history of Fort Point Capital Partners LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fort Point Capital Partners LLC holds 260,615 shares of SPDW stock, worth $9.14 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
260,615
Previous 276,427
5.72%
Holding current value
$9.14 Million
Previous $9.4 Million
0.65%
% of portfolio
1.25%
Previous 1.34%
Shares
19 transactions
Others Institutions Holding SPDW
# of Institutions
898Shares Held
468MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.09 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.86 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$994 Million7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$898 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$617 Million16.73% of portfolio