Davies Financial Advisors, Inc. Select Sector Spdr Consumer Di Transaction History
Davies Financial Advisors, Inc.
- $123 Billion
- Q3 2025
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 2,642 shares of XLY stock, worth $610,011. This represents 0.51% of its overall portfolio holdings.
Number of Shares
2,642
Previous 2,917
9.43%
Holding current value
$610,011
Previous $634 Million
0.15%
% of portfolio
0.51%
Previous 0.49%
Shares
7 transactions
Others Institutions Holding XLY
# of Institutions
1,506Shares Held
90.6MCall Options Held
5.17MPut Options Held
12.2M-
Bank Of America Corp Charlotte, NC19.8MShares$4.57 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY7.36MShares$1.7 Billion0.12% of portfolio
-
Morgan Stanley New York, NY3.55MShares$820 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.67MShares$617 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.65MShares$613 Million0.2% of portfolio