Industrial SPDR shares owned by West Financial Advisors
Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Industrial SPDR
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Quarterly reported holdings in Industrial SPDR by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 19k | 135.44 |
| 2024-06-30 | $2.3M | 19k | 121.87 |
| 2024-03-31 | $2.3M | 19k | 125.96 |
| 2023-06-30 | $1.8M | 17k | 107.32 |
| 2023-03-31 | $1.7M | 17k | 101.18 |
| 2022-12-31 | $1.6M | 17k | 98.21 |
| 2021-12-31 | $346k | 3.3k | 105.88 |
| 2021-09-30 | $320k | 3.3k | 97.92 |
| 2021-06-30 | $335k | 3.3k | 102.51 |
| 2021-03-31 | $930k | 9.5k | 98.40 |
| 2020-12-31 | $496k | 5.6k | 88.52 |