Davies Financial Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Davies Financial Advisors, Inc.
- $117 Billion
- Q1 2025
A detailed history of Davies Financial Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 6,020 shares of SPDW stock, worth $239,656. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,020Holding current value
$239,656% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,088Shares Held
550MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.45 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.6 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.26 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.22 Billion0.45% of portfolio
-
Cwm, LLC13MShares$516 Million1.88% of portfolio