Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 11, 2024

SELL
$148.04 - $181.41 $34,937 - $42,812
-236 Reduced 1.99%
11,606 $2.08 Million
Q3 2023

Oct 10, 2023

BUY
$158.36 - $176.97 $102,617 - $114,676
648 Added 5.79%
11,842 $1.91 Million
Q2 2023

Jul 07, 2023

BUY
$143.54 - $169.81 $1.61 Million - $1.9 Million
11,194 New
11,194 $1.9 Million
Q1 2022

Apr 18, 2022

SELL
$163.19 - $210.31 $974,407 - $1.26 Million
-5,971 Closed
0 $0
Q4 2021

Jan 19, 2022

BUY
$179.37 - $211.42 $1.07 Million - $1.26 Million
5,971 New
5,971 $1.22 Million
Q1 2021

Apr 20, 2021

SELL
$155.83 - $173.21 $507,538 - $564,144
-3,257 Closed
0 $0
Q4 2020

Feb 22, 2021

BUY
$142.97 - $160.78 $52,898 - $59,488
370 Added 12.82%
3,257 $524,000
Q4 2020

Feb 02, 2021

BUY
$142.97 - $160.78 $412,754 - $464,171
2,887 New
2,887 $369 Million

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track West Financial Advisors, LLC Portfolio

Follow West Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.