Technology SPDR shares owned by West Financial Advisors
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 13k | 281.86 |
| 2025-06-30 | $3.4M | 14k | 253.23 |
| 2024-06-30 | $2.4M | 11k | 226.23 |
| 2024-03-31 | $2.2M | 11k | 208.27 |
| 2023-12-31 | $2.0M | 11k | 192.48 |
| 2023-09-30 | $1.8M | 11k | 163.93 |
| 2023-06-30 | $1.8M | 10k | 173.86 |
| 2023-03-31 | $1.7M | 11k | 151.01 |
| 2021-12-31 | $1.6M | 9.3k | 173.89 |
| 2021-09-30 | $1.3M | 8.7k | 149.37 |
| 2021-06-30 | $296k | 2.0k | 147.48 |
| 2021-03-31 | $898k | 6.8k | 132.86 |
| 2020-12-31 | $536k | 4.1k | 130.03 |