Consumer Discretionary SPDR shares owned by West Financial Advisors
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Consumer Discretionary SPDR
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Quarterly reported holdings in Consumer Discretionary SPDR by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 16k | 239.64 |
| 2025-06-30 | $74k | 341 | 217.33 |
| 2025-03-31 | $2.9M | 15k | 197.46 |
| 2024-12-31 | $3.0M | 13k | 224.35 |
| 2023-12-31 | $2.1M | 12k | 178.81 |
| 2023-09-30 | $1.9M | 12k | 160.98 |
| 2023-06-30 | $1.9M | 11k | 169.81 |
| 2021-12-31 | $1.2M | 6.0k | 204.49 |
| 2020-12-31 | $524k | 3.3k | 160.88 |