West Financial Advisors, LLC Financial Sector Spdr Transaction History

West Financial Advisors, LLC

$525 Million
Q1 2025

A detailed history of West Financial Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, West Financial Advisors, LLC holds 66,985 shares of XLF stock, worth $3.27 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

66,985

Previous 61,635 8.68%

Holding current value

$3.27 Million

Previous $2.98 Million 10.68%

% of portfolio

0.63%

Previous 0.58%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$47.32 - $52.19 $253,162 - $279,216	5,350 Added 8.68%	66,985 $3.3 Million
Q4 2024 Jan 14, 2025	BUY	$44.89 - $51.34 $283,255 - $323,955	6,310 Added 11.41%	61,635 $2.98 Million
Q3 2024 Oct 08, 2024	SELL	$40.84 - $45.74 $40,554 - $45,419	-993 Reduced 1.76%	55,325 $2.51 Million
Q2 2024 Jul 15, 2024	BUY	$39.59 - $42.49 $39,431 - $42,320	996 Added 1.8%	56,318 $2.32 Million
Q1 2024 Apr 11, 2024	BUY	$37.27 - $42.12 $18,821 - $21,270	505 Added 0.92%	55,322 $2.33 Million
Q4 2023 Jan 11, 2024	BUY	$31.45 - $37.72 $1.72 Million - $2.07 Million	54,817 New	54,817 $2.06 Million
Q4 2022 Jan 10, 2023	BUY	$30.29 - $36.31 $1.43 Million - $1.71 Million	47,135 New	47,135 $0
Q2 2022 Jul 14, 2022	SELL	$30.84 - $38.22 $1.24 Million - $1.54 Million	-40,305 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$35.66 - $41.42 $1.11 Million - $1.29 Million	31,105 Added 338.1%	40,305 $1.54 Million
Q4 2021 Jan 19, 2022	SELL	$37.54 - $40.62 $1.02 Million - $1.1 Million	-27,193 Reduced 74.72%	9,200 $359,000
Q3 2021 Oct 13, 2021	BUY	$35.11 - $39.0 $229,022 - $254,397	6,523 Added 21.84%	36,393 $1.37 Million
Q2 2021 Jul 27, 2021	BUY	$34.47 - $38.47 $87,795 - $97,983	2,547 Added 9.32%	29,870 $1.1 Million
Q1 2021 Apr 20, 2021	BUY	$28.95 - $34.77 $791,000 - $950,020	27,323 New	27,323 $930,000

Others Institutions Holding XLF

# of Institutions

2,106

Shares Held

792M

Call Options Held

180M

Put Options Held

245M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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West Financial Advisors, LLC Financial Sector Spdr Transaction History