West Financial Advisors, LLC Industrial Sector Spdr Transaction History

West Financial Advisors, LLC

$518 Million
Q3 2024

A detailed history of West Financial Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, West Financial Advisors, LLC holds 19,255 shares of XLI stock, worth $2.74 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

19,255

Previous 18,986 1.42%

Holding current value

$2.74 Million

Previous $2.31 Million 12.71%

% of portfolio

0.5%

Previous 0.48%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$120.56 - $135.44 $32,430 - $36,433	269 Added 1.42%	19,255 $2.61 Million
Q2 2024 Jul 15, 2024	BUY	$120.47 - $125.94 $40,839 - $42,693	339 Added 1.82%	18,986 $2.31 Million
Q1 2024 Apr 11, 2024	BUY	$110.23 - $125.96 $2.06 Million - $2.35 Million	18,647 New	18,647 $2.35 Million
Q2 2023 Jul 07, 2023	BUY	$96.85 - $107.32 $41,064 - $45,503	424 Added 2.56%	16,986 $1.82 Million
Q1 2023 Apr 18, 2023	SELL	$96.51 - $103.67 $22,969 - $24,673	-238 Reduced 1.42%	16,562 $1.68 Million
Q4 2022 Jan 10, 2023	BUY	$84.74 - $102.33 $1.42 Million - $1.72 Million	16,800 New	16,800 $0
Q1 2022 Apr 18, 2022	SELL	$95.6 - $107.05 $312,420 - $349,839	-3,268 Closed	0 $0
Q2 2021 Jul 27, 2021	SELL	$98.78 - $105.53 $610,756 - $652,491	-6,183 Reduced 65.42%	3,268 $335,000
Q1 2021 Apr 20, 2021	BUY	$84.77 - $98.77 $326,194 - $380,066	3,848 Added 68.68%	9,451 $930,000
Q4 2020 Feb 22, 2021	BUY	$74.87 - $89.65 $419,496 - $502,308	5,603 New	5,603 $496,000

Others Institutions Holding XLI

# of Institutions

1,425

Shares Held

142M

Call Options Held

20.8M

Put Options Held

27.3M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

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West Financial Advisors, LLC Industrial Sector Spdr Transaction History