Utilities SPDR shares owned by West Financial Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Utilities SPDR
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All positions including Utilities 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 Utilities SPDR by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $88k | 1.0k | 87.21 |
| 2025-06-30 | $82k | 1.0k | 81.66 |
| 2025-03-31 | $3.4M | 43k | 78.85 |
| 2024-12-31 | $2.7M | 36k | 75.69 |
| 2024-09-30 | $2.7M | 33k | 80.78 |
| 2022-09-30 | $1.4M | 22k | 65.53 |
| 2022-06-30 | $1.6M | 22k | 70.15 |
| 2022-03-31 | $1.6M | 21k | 74.46 |