SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q3 2025
Shares 1,004 Value ($000) $88 Avg Close — Range —
Q2 2025
Shares 1,004 Value ($000) $82 Avg Close — Range —
Q1 2025
Shares 43,329 Value ($000) $3,416 Avg Close — Range —
Q4 2024
Shares 36,252 Value ($000) $2,744 Avg Close — Range —
Q3 2024
Shares 33,174 Value ($000) $2,680 Avg Close — Range —
Q3 2022
Shares 21,516 Value ($000) $1,410 Avg Close — Range —
Q2 2022
Shares 22,282 Value ($000) $1,563 Avg Close — Range —
Q1 2022
Shares 21,274 Value ($000) $1,584 Avg Close — Range —