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 2,947 shares of SPGM stock, worth $193,971. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,947
Previous 2,927 0.68%
Holding current value
$193,971
Previous $178 Million 7.29%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$57.85 - $64.92 $1,157 - $1,298
20 Added 0.68%
2,947 $191 Million
Q1 2024

Jun 21, 2024

BUY
$54.21 - $59.68 $2,656 - $2,924
49 Added 1.7%
2,927 $175 Million
Q4 2023

Feb 12, 2024

BUY
$48.07 - $55.48 $17,160 - $19,806
357 Added 14.16%
2,878 $159 Million
Q3 2023

Nov 06, 2023

BUY
$50.1 - $54.28 $59,418 - $64,376
1,186 Added 88.84%
2,521 $127 Million
Q1 2023

Oct 12, 2023

BUY
$46.63 - $51.08 $62,251 - $68,191
1,335 New
1,335 $66.6 Million

Others Institutions Holding SPGM

About SPDR INDEX SHS FDS S SPDR PORT


  • Ticker SPGM
  • Sector ETFs
  • Industry ETFs
More about SPGM
Track This Portfolio

Track Cape Investment Advisory, Inc. Portfolio

Follow Cape Investment Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.