Cape Investment Advisory, Inc. Spdr S&P 400 Mid Cap Value ETF Transaction History
Cape Investment Advisory, Inc.
- $247 Billion
- Q3 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 12,229 shares of MDYV stock, worth $982,110. This represents 0.39% of its overall portfolio holdings.
Number of Shares
12,229
Previous 12,185
0.36%
Holding current value
$982,110
Previous $889 Million
9.34%
% of portfolio
0.39%
Previous 0.4%
Shares
7 transactions
Others Institutions Holding MDYV
# of Institutions
372Shares Held
27.5MCall Options Held
400Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.36MShares$511 Million1.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.39MShares$112 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.17MShares$93.7 Million0.04% of portfolio
-
Lutz Financial Services LLC691KShares$55.5 Million4.46% of portfolio
-
Tiaa Trust, National Association Charlotte, NC581KShares$46.7 Million0.14% of portfolio