SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

West Financial Advisors, LLC's Holding History (CIK: 0001843684)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 98,305 Value ($000) $67,036 Avg Close — Range —
Q3 2025
Shares 104,554 Value ($000) $69,652 Avg Close — Range —
Q2 2025
Shares 106,085 Value ($000) $65,545 Avg Close — Range —
Q1 2025
Shares 107,770 Value ($000) $60,285 Avg Close — Range —
Q4 2024
Shares 108,647 Value ($000) $63,676 Avg Close — Range —
Q3 2024
Shares 223,512 Value ($000) $128,242 Avg Close — Range —
Q2 2024
Shares 235,669 Value ($000) $128,256 Avg Close — Range —
Q1 2024
Shares 231,051 Value ($000) $120,856 Avg Close — Range —
Q4 2023
Shares 230,485 Value ($000) $109,552 Avg Close — Range —
Q3 2023
Shares 242,144 Value ($000) $103,512 Avg Close — Range —
Q2 2023
Shares 239,493 Value ($000) $106,162 Avg Close — Range —
Q1 2023
Shares 234,788 Value ($000) $96,120 Avg Close — Range —
Q4 2022
Shares 231,548 Value ($000) $88,551 Avg Close — Range —
Q3 2022
Shares 223,049 Value ($000) $79,669 Avg Close — Range —
Q2 2022
Shares 219,180 Value ($000) $82,686 Avg Close — Range —
Q1 2022
Shares 200,102 Value ($000) $90,374 Avg Close — Range —
Q4 2021
Shares 164,594 Value ($000) $78,176 Avg Close — Range —
Q3 2021
Shares 156,377 Value ($000) $67,108 Avg Close — Range —
Q2 2021
Shares 151,441 Value ($000) $64,826 Avg Close — Range —
Q1 2021
Shares 135,888 Value ($000) $53,856 Avg Close — Range —
Q4 2020
Shares 132,759 Value ($000) $49,636 Avg Close — Range —