Financial Select Sector SPDR shares owned by West Financial Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Financial Select Sector SPDR by West Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.3M | 55k | 42.12 |
2023-12-31 | $2.1M | 55k | 37.60 |
2022-12-31 | $1.6M | 47k | 34.20 |
2022-03-31 | $1.5M | 40k | 38.31 |
2021-12-31 | $359k | 9.2k | 39.02 |
2021-09-30 | $1.4M | 36k | 37.53 |
2021-06-30 | $1.1M | 30k | 36.69 |
2021-03-31 | $930k | 27k | 34.04 |