Spdr S&p 500 Etf shares owned by Davies Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Davies Financial Advisors
from 13F filings
Historical chart of Davies Financial Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Davies Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 15k | 666.22 |
| 2025-06-30 | $11M | 17k | 617.86 |
| 2025-03-31 | $9.9M | 18k | 559.39 |
| 2024-12-31 | $9.8M | 17k | 586.08 |
| 2024-09-30 | $8.7M | 15k | 573.76 |
| 2024-06-30 | $7.5M | 14k | 544.23 |
| 2024-03-31 | $7.0M | 13k | 523.05 |