West Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History

West Financial Advisors, LLC

$602 Million
Q3 2025

A detailed history of West Financial Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, West Financial Advisors, LLC holds 16,066 shares of XLY stock, worth $3.73 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

16,066

Previous 341 4611.44%

Holding current value

$3.73 Million

Previous $74,000 5102.7%

% of portfolio

0.64%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$216.09 - $242.18 $3.4 Million - $3.81 Million	15,725 Added 4611.44%	16,066 $3.85 Million
Q2 2025 Jul 21, 2025	SELL	$176.34 - $218.59 $2.54 Million - $3.15 Million	-14,405 Reduced 97.69%	341 $74,000
Q1 2025 Apr 09, 2025	BUY	$192.6 - $233.2 $264,825 - $320,650	1,375 Added 10.28%	14,746 $2.91 Million
Q4 2024 Jan 14, 2025	BUY	$194.8 - $239.43 $2.6 Million - $3.2 Million	13,371 New	13,371 $3 Million
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

# of Institutions

1,444

Shares Held

86.3M

Call Options Held

6.62M

Put Options Held

11.4M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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 Select Sector Spdr Consumer Di Transaction History