Davies Financial Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Davies Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by Davies Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.7M 15k 573.76
2024-06-30 $7.5M 14k 544.23
2024-03-31 $7.0M 13k 523.05

More positions owned by Davies Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Advanced Micro Devices (AMD)
Home Depot (HD)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Davies Financial Advisors

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Bank of America Corporation
Goldman Sachs Group
Royal Bank of Canada
Morgan Stanley
Wolverine Trading
Wells Fargo & Company
International Assets Investment Management
Capstone Investment Advisors
Northern Trust

View all funds holding Spdr S&p 500 Etf