Cape Investment Advisory, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 7,430 shares of SPDW stock, worth $321,570. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,430
Previous 8,857
16.11%
Holding current value
$321,570
Previous $322 Million
6.7%
% of portfolio
0.11%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding SPDW
# of Institutions
1,168Shares Held
585MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio