West Financial Advisors, LLC Utilities Sector Spdr Transaction History

West Financial Advisors, LLC

$525 Million
Q1 2025

A detailed history of West Financial Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, West Financial Advisors, LLC holds 43,329 shares of XLU stock, worth $3.52 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

43,329

Previous 36,252 19.52%

Holding current value

$3.52 Million

Previous $2.74 Million 23.15%

% of portfolio

0.64%

Previous 0.53%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$74.7 - $80.27 $528,651 - $568,070	7,077 Added 19.52%	43,329 $3.38 Million
Q4 2024 Jan 14, 2025	BUY	$74.89 - $82.93 $230,511 - $255,258	3,078 Added 9.28%	36,252 $2.74 Million
Q3 2024 Oct 08, 2024	BUY	$67.67 - $80.78 $2.24 Million - $2.68 Million	33,174 New	33,174 $2.68 Million
Q3 2022 Oct 11, 2022	SELL	$65.51 - $78.12 $50,180 - $59,839	-766 Reduced 3.44%	21,516 $1.41 Million
Q2 2022 Jul 14, 2022	BUY	$64.87 - $76.96 $65,388 - $77,575	1,008 Added 4.74%	22,282 $1.56 Million
Q1 2022 Apr 18, 2022	BUY	$65.03 - $74.54 $1.38 Million - $1.59 Million	21,274 New	21,274 $1.58 Million

Others Institutions Holding XLU

# of Institutions

1,582

Shares Held

149M

Call Options Held

13.6M

Put Options Held

38.2M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Financial Advisors, LLC with notifications on news.

Account

West Financial Advisors, LLC Utilities Sector Spdr Transaction History