A detailed history of Davies Financial Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 5,003 shares of SPYG stock, worth $518,861. This represents 0.42% of its overall portfolio holdings.

Number of Shares
5,003
Previous 5,242 4.56%
Holding current value
$518,861
Previous $500 Million 4.64%
% of portfolio
0.42%
Previous 0.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

SELL
$94.33 - $105.31 $22,544 - $25,169
-239 Reduced 4.56%
5,003 $523 Million
Q2 2025

Aug 08, 2025

BUY
$71.83 - $95.32 $376,532 - $499,667
5,242 New
5,242 $500 Million

Others Institutions Holding SPYG

About SPDR PORTFOLIO


  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
Track This Portfolio

Track Davies Financial Advisors, Inc. Portfolio

Follow Davies Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Davies Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Davies Financial Advisors, Inc. with notifications on news.