Cape Investment Advisory, Inc. Spdr Portfolio S&P 600 Small C Transaction History
Cape Investment Advisory, Inc.
- $223 Billion
- Q2 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 527 shares of SPSM stock, worth $25,464. This represents 0.01% of its overall portfolio holdings.
Number of Shares
527
Previous 704
25.14%
Holding current value
$25,464
Previous $30.3 Million
27.77%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SPSM
# of Institutions
869Shares Held
194MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.07 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$942 Million0.41% of portfolio
-
Betterment LLC New York, NY14.6MShares$708 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$312 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$270 Million0.05% of portfolio