Davies Financial Advisors, Inc. Spdr Portfolio Transaction History
Davies Financial Advisors, Inc.
- $123 Billion
- Q3 2025
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
Others Institutions Holding SPYG
# of Institutions
1,347Shares Held
319MCall Options Held
342KPut Options Held
167K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.93 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.18 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.06 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio