Davies Financial Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Davies Financial Advisors's SPY Position: Q1 2026 in Review
Davies Financial Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 59% in Q1 2026, selling an estimated $2.37M and leaving 2,432 shares worth $1.58M. The position accounts for 14.49% of the portfolio, ranked #2.
Davies Financial Advisors first reported a position in SPY in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.5M in Q2 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Davies Financial Advisors held 2,432 shares of State Street SPDR S&P 500 ETF Trust worth $1.58M as of Q1 2026.
- Davies Financial Advisors sold 3,493 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.37M.
- State Street SPDR S&P 500 ETF Trust made up 14.49% of Davies Financial Advisors's portfolio in Q1 2026, its #2 holding.
- Davies Financial Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 9 quarters since.
- Davies Financial Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $10.5M in Q2 2025.
- 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Davies Financial Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.