West Financial Advisors, LLC Select Sector Spdr Tr Communic Transaction History

West Financial Advisors, LLC

$602 Million
Q3 2025

A detailed history of West Financial Advisors, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, West Financial Advisors, LLC holds 32,534 shares of XLC stock, worth $3.71 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

32,534

Previous 32,209 1.01%

Holding current value

$3.71 Million

Previous $3.5 Million 10.19%

% of portfolio

0.64%

Previous 0.61%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$105.99 - $119.41 $34,446 - $38,808	325 Added 1.01%	32,534 $3.85 Million
Q2 2025 Jul 21, 2025	SELL	$86.13 - $108.53 $62,788 - $79,118	-729 Reduced 2.21%	32,209 $3.5 Million
Q1 2025 Apr 09, 2025	BUY	$94.84 - $105.31 $3.12 Million - $3.47 Million	32,938 New	32,938 $3.15 Million
Q2 2024 Jul 15, 2024	BUY	$77.86 - $86.45 $38,462 - $42,706	494 Added 1.82%	27,689 $2.37 Million
Q1 2024 Apr 11, 2024	SELL	$71.74 - $81.82 $49,357 - $56,292	-688 Reduced 2.47%	27,195 $2.22 Million
Q4 2023 Jan 11, 2024	SELL	$63.09 - $73.1 $41,702 - $48,319	-661 Reduced 2.32%	27,883 $2.03 Million
Q3 2023 Oct 10, 2023	BUY	$64.88 - $68.81 $39,447 - $41,836	608 Added 2.18%	28,544 $1.87 Million
Q2 2023 Jul 07, 2023	SELL	$56.13 - $65.3 $52,930 - $61,577	-943 Reduced 3.27%	27,936 $1.82 Million
Q1 2023 Apr 18, 2023	BUY	$48.61 - $59.39 $1.4 Million - $1.72 Million	28,879 New	28,879 $1.67 Million
Q1 2022 Apr 18, 2022	SELL	$63.62 - $78.22 $272,039 - $334,468	-4,276 Closed	0 $0
Q3 2021 Oct 13, 2021	SELL	$79.63 - $86.05 $738,090 - $797,597	-9,269 Reduced 68.43%	4,276 $343,000
Q2 2021 Jul 27, 2021	BUY	$74.58 - $81.56 $89,794 - $98,198	1,204 Added 9.76%	13,545 $1.1 Million
Q1 2021 Apr 20, 2021	BUY	$65.08 - $76.02 $376,943 - $440,307	5,792 Added 88.44%	12,341 $905,000
Q4 2020 Feb 02, 2021	BUY	$58.74 - $67.48 $384,688 - $441,926	6,549 New	6,549 $354 Million

Others Institutions Holding XLC

# of Institutions

1,264

Shares Held

204M

Call Options Held

1.76M

Put Options Held

2.1M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
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West Financial Advisors, LLC Select Sector Spdr Tr Communic Transaction History