West Financial Advisors, LLC Utilities Sector Spdr Transaction History

West Financial Advisors, LLC

$573 Million
Q2 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 1,004 shares of XLU stock, worth $85,390. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,004

Previous 43,329 97.68%

Holding current value

$85,390

Previous $3.38 Million 97.6%

% of portfolio

0.01%

Previous 0.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$73.09 - $82.77 $3.09 Million - $3.5 Million	-42,325 Reduced 97.68%	1,004 $81,000
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

1,583

Shares Held

149M

Call Options Held

13.2M

Put Options Held

37.8M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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West Financial Advisors, LLC Utilities Sector Spdr Transaction History