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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

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Quarterly 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