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Spdr Series Trust equity shares owned by Davies Financial Advisors

Quarter-by-quarter ownership of Spdr Series Trust equity (IBND) shares owned by Davies Financial Advisors from 13F filings

Historical chart of Davies Financial Advisors investment in Spdr Series Trust equity

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust equity held by Davies Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust equity by Davies Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $515k 16k 32.29
2025-06-30 $552k 17k 32.59
2025-03-31 $561k 19k 29.49
2024-12-31 $3.0M 105k 28.36

More positions owned by Davies Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Apple (AAPL)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Advanced Micro Devices (AMD)
Costco Wholesale Corporation (COST)
Meta Platforms Cl A (META)
Capital Group Core Balanced SHS (CGBL)

View all positions for Davies Financial Advisors

Top funds holding Spdr Series Trust equity

Mainstay Capital Management
Farther Finance Advisors
Checchi Capital Advisers
Lodestar Private Asset Management
Lifestyle Asset Management
LPL Financial
Lam Group
Cambria Investment Management
Leuthold Weeden Capital Management
Summit Investment Advisors
CFG Asset Management
Jane Street
Synergy Financial Management
Morgan Stanley
State Street Corporation

View all funds holding Spdr Series Trust equity