Cape Investment Advisory, Inc. Spdr Portfolio Intermediate Te Transaction History
Cape Investment Advisory, Inc.
- $251 Billion
- Q1 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 2,791 shares of SPIB stock, worth $92,828. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,791
Previous 2,725
2.42%
Holding current value
$92,828
Previous $89.3 Million
3.92%
% of portfolio
0.04%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio