Davies Financial Advisors, Inc. Spdr Portfolio S&P 500 ETF (Ma Transaction History
Davies Financial Advisors, Inc.
- $123 Billion
- Q3 2025
A detailed history of Davies Financial Advisors, Inc. transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 16,578 shares of SPLG stock, worth $1.31 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
16,578
Previous 16,666
0.53%
Holding current value
$1.31 Million
Previous $1.21 Billion
7.2%
% of portfolio
1.05%
Previous 0.94%
Shares
2 transactions
Others Institutions Holding SPLG
# of Institutions
1,560Shares Held
820MCall Options Held
1.05MPut Options Held
1.54M-
Betterment LLC New York, NY78.5MShares$6.21 Billion12.16% of portfolio
-
Uss Investment Management LTD66.4MShares$5.25 Billion25.81% of portfolio
-
Bank Of America Corp Charlotte, NC65.4MShares$5.17 Billion0.36% of portfolio
-
Jones Financial Companies Lllp51MShares$4.03 Billion2.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC48.5MShares$3.83 Billion1.19% of portfolio