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Sei Exchange Traded Funds shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Sei Exchange Traded Funds (SEIM) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Sei Exchange Traded Funds

Tip: Access up to 7 years of quarterly data

All positions including Sei Exchange Traded Funds held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sei Exchange Traded Funds by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $12k 293 42.16
2025-03-31 $12k 339 36.06
2024-12-31 $13k 339 38.61
2024-09-30 $12k 339 36.12
2024-06-30 $8.6k 260 33.20
2024-03-31 $10k 311 32.14

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Cape Investment Advisory

Top funds holding Sei Exchange Traded Funds

Sei Investments
S & T Bank
Envestnet Asset Management
Branch Banking & Trust Company
Beacon Pointe Advisors
K2 Financial
Wealth Enhancement Advisory Services
Merit Financial Group
Csenge Advisory Group
Ohe Financial
Burns Wealth Management
Goss Wealth Management
Cambridge Investment Research Advisors
Advisor Group Holdings
United Advisor Group

View all funds holding Sei Exchange Traded Funds