Cape Investment Advisory, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 2,417 shares of SPSM stock, worth $111,012. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,417
Previous 1,608
50.31%
Holding current value
$111,012
Previous $65.5 Million
57.15%
% of portfolio
0.04%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding SPSM
# of Institutions
982Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.09 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.07 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$809 Million1.6% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$282 Million0.05% of portfolio
-
Valmark Advisers, Inc.5.32MShares$244 Million3.24% of portfolio