Cape Investment Advisory »

D Spdr Index Shs Fds shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of D Spdr Index Shs Fds (SPGM) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in D Spdr Index Shs Fds

Tip: Access up to 7 years of quarterly data

All positions including D Spdr Index Shs Fds held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in D Spdr Index Shs Fds by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $159k 2.9k 55.34
2023-09-30 $127k 2.5k 50.49
2023-06-30 $70k 1.3k 52.34
2023-03-31 $67k 1.3k 49.87

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Chevron Corporation (CVX)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cape Investment Advisory

Top funds holding D Spdr Index Shs Fds

LPL Financial
Sequoia Financial Advisors
Private Advisor
Legal & General Group
Advance Capital Management
Peak Financial Management
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Mirae Asset Global Investments
Schaeffer Financial
CX Institutional
Bank of America Corporation
Meitav Dash Investments
Unique Wealth
CWM

View all funds holding D Spdr Index Shs Fds