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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

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $178k 2.9k 60.78
2024-03-31 $175k 2.9k 59.68
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

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Top funds holding D Spdr Index Shs Fds

LPL Financial
Sequoia Financial Advisors
Private Advisor
Mariner Wealth Advisors
Peak Financial Management
Advance Capital Management
Wealth Enhancement Advisory Services
Mirae Asset Global Investments
Schaeffer Financial
Bank of America Corporation
Meitav Dash Investments
Empowered Funds
Unique Wealth
First Heartland Consultants
Trilogy Capital

View all funds holding D Spdr Index Shs Fds