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
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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 |
|---|---|---|---|
| 2025-09-30 | $83k | 1.5k | 53.87 |
| 2025-06-30 | $3.5M | 67k | 52.37 |
| 2025-03-31 | $3.3M | 67k | 49.81 |
| 2024-12-31 | $3.0M | 62k | 48.33 |
| 2024-09-30 | $2.5M | 55k | 45.32 |
| 2024-06-30 | $2.3M | 56k | 41.11 |
| 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 |