A detailed history of Cape Investment Advisory, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 90 shares of SPMD stock, worth $4,920. This represents 0.0% of its overall portfolio holdings.

Number of Shares
90
Previous 80 12.5%
Holding current value
$4,920
Previous $4.1 Million 19.91%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$50.29 - $54.92 $502 - $549
10 Added 12.5%
90 $4.92 Million
Q2 2024

Aug 14, 2024

SELL
$49.54 - $53.39 $8,669 - $9,343
-175 Reduced 68.63%
80 $4.1 Million
Q1 2024

Jun 21, 2024

SELL
$47.16 - $53.34 $471 - $533
-10 Reduced 3.77%
255 $13.6 Million
Q4 2023

Feb 12, 2024

SELL
$40.76 - $49.2 $11,045 - $13,333
-271 Reduced 50.56%
265 $12.9 Million
Q3 2023

Nov 06, 2023

BUY
$43.23 - $47.8 $302 - $334
7 Added 1.32%
536 $23.5 Million
Q2 2023

Oct 12, 2023

BUY
$42.21 - $45.89 $2,237 - $2,432
53 Added 11.13%
529 $24.3 Million
Q1 2023

Oct 12, 2023

BUY
$41.67 - $47.74 $19,834 - $22,724
476 New
476 $20.9 Million

Others Institutions Holding SPMD

About SPDR PORTFOLIO


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