Davies Financial Advisors, Inc. Select Sector Spdr Consumer Di Transaction History

Davies Financial Advisors, Inc.

  • $118 Billion
  • Q4 2024

A detailed history of Davies Financial Advisors, Inc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 4,924 shares of XLY stock, worth $970,224. This represents 0.94% of its overall portfolio holdings.

Number of Shares
4,924
Previous 5,233 5.9%
Holding current value
$970,224
Previous $1.05 Billion 5.36%
% of portfolio
0.94%
Previous 0.91%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$194.8 - $239.43 $60,193 - $73,983
-309 Reduced 5.9%
4,924 $1.1 Billion
Q3 2024

Oct 09, 2024
BUY
$170.05 - $200.86 $29,928 - $35,351
176 Added 3.48%
5,233 $1.05 Billion
Q2 2024

Jul 30, 2024
BUY
$169.76 - $184.45 $10,694 - $11,620
63 Added 1.26%
5,057 $922 Million
Q1 2024

Apr 25, 2024
BUY
$170.9 - $185.02 $853,474 - $923,989
4,994 New
4,994 $918 Million

Others Institutions Holding XLY

# of Institutions
1,462
Shares Held
82.4M
Call Options Held
7.57M
Put Options Held
18.1M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Davies Financial Advisors, Inc. Portfolio

Follow Davies Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Davies Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Davies Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email