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 3 shares of SPEM stock, worth $141. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3
Previous 3
-0.0%
Holding current value
$141
Previous $116,000
8.62%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
963Shares Held
226MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.9MShares$1.08 Billion0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$846 Million1.54% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.7MShares$549 Million0.18% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.9MShares$514 Million0.08% of portfolio
-
Allworth Financial LP6.69MShares$315 Million1.42% of portfolio