Cape Investment Advisory, Inc. Spdr Index Shs Fds S Spdr Port Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 3,622 shares of SPGM stock, worth $233,075. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,622
Previous 2,947
22.9%
Holding current value
$233,075
Previous $191 Million
20.17%
% of portfolio
0.09%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding SPGM
# of Institutions
141Shares Held
10.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.28MShares$147 Million0.06% of portfolio
-
Sequoia Financial Advisors, LLC1.32MShares$84.7 Million0.72% of portfolio
-
Private Advisor Group, LLC796KShares$51.2 Million0.29% of portfolio
-
Mariner, LLC Overland Park, KS504KShares$32.4 Million0.05% of portfolio
-
Independent Advisor Alliance465KShares$29.9 Million0.41% of portfolio