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Spdr Series Trust equity shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Spdr Series Trust equity (IBND) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Spdr Series Trust equity

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust equity 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 Series Trust equity by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.6k 50 32.60
2025-03-31 $1.5k 50 29.50
2024-12-31 $1.4k 50 28.36

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Top funds holding Spdr Series Trust equity

Mainstay Capital Management
Farther Finance Advisors
Checchi Capital Advisers
Lodestar Private Asset Management
Lifestyle Asset Management
LPL Financial
Lam Group
Cambria Investment Management
Leuthold Weeden Capital Management
Summit Investment Advisors
CFG Asset Management
Jane Street
Synergy Financial Management
Morgan Stanley
State Street Corporation

View all funds holding Spdr Series Trust equity