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Spdr S&p 500 Etf shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 4.5k 475.32
2023-09-30 $1.6M 3.7k 427.43
2023-06-30 $2.0M 4.5k 443.33
2023-03-31 $1.6M 3.9k 409.36

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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 Spdr S&p 500 Etf

Citadel Advisors
Susquehanna International
Belvedere Trading
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Bank of America Corporation
Wolverine Trading
Wells Fargo & Company
Morgan Stanley
HBK Investments
Royal Bank of Canada
Barclays
BlackRock
Walleye Trading Advisors

View all funds holding Spdr S&p 500 Etf