SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q3 2025
Shares 1,533 Value ($000) $83 Avg Close — Range —
Q2 2025
Shares 66,672 Value ($000) $3,492 Avg Close — Range —
Q1 2025
Shares 66,985 Value ($000) $3,337 Avg Close — Range —
Q4 2024
Shares 61,635 Value ($000) $2,979 Avg Close — Range —
Q3 2024
Shares 55,325 Value ($000) $2,507 Avg Close — Range —
Q2 2024
Shares 56,318 Value ($000) $2,315 Avg Close — Range —
Q1 2024
Shares 55,322 Value ($000) $2,330 Avg Close — Range —
Q4 2023
Shares 54,817 Value ($000) $2,061 Avg Close — Range —
Q4 2022
Shares 47,135 Value ($000) $1,612 Avg Close — Range —
Q1 2022
Shares 40,305 Value ($000) $1,544 Avg Close — Range —
Q4 2021
Shares 9,200 Value ($000) $359 Avg Close — Range —
Q3 2021
Shares 36,393 Value ($000) $1,366 Avg Close — Range —
Q2 2021
Shares 29,870 Value ($000) $1,096 Avg Close — Range —
Q1 2021
Shares 27,323 Value ($000) $930 Avg Close — Range —