Cape Investment Advisory »

Spdr Series Trust dj ttl mkt etf shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Spdr Series Trust dj ttl mkt etf (SPTM) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Spdr Series Trust dj ttl mkt etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust dj ttl mkt etf held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Series Trust dj ttl mkt etf by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $469k 6.3k 74.89

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
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 Spdr Series Trust dj ttl mkt etf

LPL Financial
CWM
Creative Planning
Private Advisor
ValMark Advisers
Wealthcare Advisory Partners
Assetmark
Wealth Enhancement Advisory Services
Huntington National Bank
Advisor Group Holdings
Envestnet Asset Management
Hughes Financial Services
Professional Financial Advisors
Syntegra Private Wealth Group
Modern Wealth Management

View all funds holding Spdr Series Trust dj ttl mkt etf