SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

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

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

Q4 2025
Shares 32,508 Value ($000) $3,882 Avg Close — Range —
Q3 2025
Shares 16,066 Value ($000) $3,850 Avg Close — Range —
Q2 2025
Shares 341 Value ($000) $74 Avg Close — Range —
Q1 2025
Shares 14,746 Value ($000) $2,912 Avg Close — Range —
Q4 2024
Shares 13,371 Value ($000) $3,000 Avg Close — Range —
Q4 2023
Shares 11,606 Value ($000) $2,075 Avg Close — Range —
Q3 2023
Shares 11,842 Value ($000) $1,906 Avg Close — Range —
Q2 2023
Shares 11,194 Value ($000) $1,901 Avg Close — Range —
Q4 2021
Shares 5,971 Value ($000) $1,221 Avg Close — Range —
Q4 2020
Shares 3,257 Value ($000) $524 Avg Close — Range —