Spdr S&p 500 Etf shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.1M | 6.6k | 617.88 |
| 2025-03-31 | $3.3M | 5.9k | 559.36 |
| 2024-12-31 | $3.5M | 6.0k | 586.06 |
| 2024-09-30 | $2.8M | 4.9k | 573.74 |
| 2024-06-30 | $2.6M | 4.7k | 544.19 |
| 2024-03-31 | $2.9M | 5.6k | 523.09 |
| 2023-12-31 | $2.2M | 4.5k | 475.32 |
| 2023-09-30 | $1.6M | 3.7k | 427.43 |
| 2023-06-30 | $2.0M | 4.5k | 443.33 |
| 2023-03-31 | $1.6M | 3.9k | 409.36 |