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Sei Exchange Traded Funds shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Sei Exchange Traded Funds (SEIV) 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 334 35.69
2025-03-31 $11k 350 32.46
2024-12-31 $12k 350 33.12
2024-09-30 $12k 350 32.95
2024-06-30 $8.6k 276 31.15
2024-03-31 $10k 329 30.97

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Microsoft Corporation (MSFT)
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Schwab Strategic Tr Us Mid-cap Etf (SCHM)
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Amazon (AMZN)
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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
Cambridge Investment Research Advisors
K2 Financial
Merit Financial Group
Wealth Enhancement Advisory Services
Csenge Advisory Group
Ohe Financial
Burns Wealth Management
Advisor Group Holdings
Goss Wealth Management
United Advisor Group

View all funds holding Sei Exchange Traded Funds