Davies Financial Advisors, Inc. Select Sector Spdr Consumer Di Transaction History

Davies Financial Advisors, Inc.

$129 Billion
Q2 2025

A detailed history of Davies Financial Advisors, Inc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 2,917 shares of XLY stock, worth $652,766. This represents 0.49% of its overall portfolio holdings.

Number of Shares

2,917

Previous 4,892 40.37%

Holding current value

$652,766

Previous $966 Million 34.35%

% of portfolio

0.49%

Previous 0.82%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$176.34 - $218.59 $348,271 - $431,715	-1,975 Reduced 40.37%	2,917 $634 Million
Q1 2025 Apr 21, 2025	SELL	$192.6 - $233.2 $6,163 - $7,462	-32 Reduced 0.65%	4,892 $966 Million
Q4 2024 Jan 16, 2025	SELL	$194.8 - $239.43 $60,193 - $73,983	-309 Reduced 5.9%	4,924 $1.1 Billion
Q3 2024 Oct 09, 2024	BUY	$170.05 - $200.86 $29,928 - $35,351	176 Added 3.48%	5,233 $1.05 Billion
Q2 2024 Jul 30, 2024	BUY	$169.76 - $184.45 $10,694 - $11,620	63 Added 1.26%	5,057 $922 Million
Q1 2024 Apr 25, 2024	BUY	$170.9 - $185.02 $853,474 - $923,989	4,994 New	4,994 $918 Million

Others Institutions Holding XLY

# of Institutions

1,428

Shares Held

114M

Call Options Held

6.84M

Put Options Held

15.9M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

Track This Portfolio

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.

Account

Davies Financial Advisors, Inc. Select Sector Spdr Consumer Di Transaction History