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Energy Select Sector SPDR shares owned by West Financial Advisors

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by West Financial Advisors from 13F filings

Historical chart of West Financial Advisors investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy 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 Energy Select Sector SPDR by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.4M 72k 61.26
2023-09-30 $1.8M 20k 90.39
2022-12-31 $1.6M 19k 87.47
2022-09-30 $1.6M 22k 72.00

More positions owned by West Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

Top funds holding Energy Select Sector SPDR

Susquehanna International
Jane Street
Barclays
Goldman Sachs Group
Millennium Management
Wells Fargo & Company
UBS Group
Citadel Advisors
Tudor Investment Corporation
Elliott Investment Management
LPL Financial
Peak6
Menora Mivtachim Holdings
Balyasny Asset Management
Parallax Volatility Advisers

View all funds holding Energy Select Sector SPDR