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 $1.29 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
16,578
              Previous 16,666
              
        
           0.53%
        
      
          
        Holding current value
$1.29 Million
            Previous $1.21 Billion
            
        
           7.2%
        
      
          
        % of portfolio
1.05%
            Previous 0.94%
          
        Shares
	  2 transactions
	
  Others Institutions Holding SPLG
# of Institutions
1,503Shares Held
747MCall Options Held
1.37MPut Options Held
949K- 
    
      Betterment LLC New York, NY73.9MShares$5.74 Billion11.44% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC59.4MShares$4.62 Billion0.32% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC44.7MShares$3.48 Billion1.15% of portfolio
- 
    
      Jones Financial Companies Lllp44.2MShares$3.44 Billion2.45% of portfolio
- 
    
      Uss Investment Management LTD41.6MShares$3.23 Billion19.64% of portfolio