Cape Investment Advisory, Inc.'s ownership history for XLF

Cape Investment Advisory, Inc. currently holds 5.7K shares with a market value of $281.6K. It started holding XLF on 2024-09-30. At its peak, it held 5.9K shares on 2024-12-31. Its highest holding value was $313.3K on 2025-12-31. At its lowest, it held 5.5K shares on 2025-09-30, with a value of $258.6K on 2024-09-30. In the recent 180 days, Cape Investment Advisory, Inc. has increased its shares by 175. In the recent year, Cape Investment Advisory, Inc. has decreased its shares by 69.