SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

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

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

Q4 2025
Shares 25,182 Value ($000) $3,906 Avg Close — Range —
Q3 2025
Shares 24,385 Value ($000) $3,761 Avg Close — Range —
Q2 2025
Shares 23,192 Value ($000) $3,421 Avg Close — Range —
Q3 2024
Shares 19,255 Value ($000) $2,608 Avg Close — Range —
Q2 2024
Shares 18,986 Value ($000) $2,314 Avg Close — Range —
Q1 2024
Shares 18,647 Value ($000) $2,349 Avg Close — Range —
Q2 2023
Shares 16,986 Value ($000) $1,823 Avg Close — Range —
Q1 2023
Shares 16,562 Value ($000) $1,676 Avg Close — Range —
Q4 2022
Shares 16,800 Value ($000) $1,650 Avg Close — Range —
Q4 2021
Shares 3,268 Value ($000) $346 Avg Close — Range —
Q3 2021
Shares 3,268 Value ($000) $320 Avg Close — Range —
Q2 2021
Shares 3,268 Value ($000) $335 Avg Close — Range —
Q1 2021
Shares 9,451 Value ($000) $930 Avg Close — Range —
Q4 2020
Shares 5,603 Value ($000) $496 Avg Close — Range —