West Financial Advisors, LLC Technology Sector Spdr Transaction History

West Financial Advisors, LLC

$602 Million
Q3 2025

A detailed history of West Financial Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, West Financial Advisors, LLC holds 13,413 shares of XLK stock, worth $3.86 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

13,413

Previous 13,508 0.7%

Holding current value

$3.86 Million

Previous $3.42 Million 10.53%

% of portfolio

0.63%

Previous 0.6%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$250.97 - $282.66 $23,842 - $26,852	-95 Reduced 0.7%	13,413 $3.78 Million
Q2 2025 Jul 21, 2025	BUY	$179.73 - $253.23 $2.43 Million - $3.42 Million	13,508 New	13,508 $3.42 Million
Q2 2024 Jul 15, 2024	BUY	$192.53 - $231.41 $37,158 - $44,662	193 Added 1.82%	10,820 $2.45 Million
Q1 2024 Apr 11, 2024	BUY	$184.12 - $211.02 $14,729 - $16,881	80 Added 0.76%	10,627 $2.21 Million
Q4 2023 Jan 11, 2024	SELL	$160.19 - $193.07 $110,370 - $133,025	-689 Reduced 6.13%	10,547 $2.03 Million

Q3 2023 Oct 10, 2023	BUY	$161.97 - $180.26 $164,237 - $182,783	1,014 Added 9.92%	11,236 $1.84 Million
Q2 2023 Jul 07, 2023	SELL	$143.97 - $174.63 $131,444 - $159,437	-913 Reduced 8.2%	10,222 $1.78 Million
Q1 2023 Apr 18, 2023	BUY	$121.18 - $151.01 $1.35 Million - $1.68 Million	11,135 New	11,135 $1.68 Million
Q1 2022 Apr 18, 2022	SELL	$141.39 - $175.52 $1.31 Million - $1.62 Million	-9,253 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$148.06 - $176.65 $84,394 - $100,690	570 Added 6.56%	9,253 $1.61 Million
Q3 2021 Oct 13, 2021	BUY	$147.91 - $159.7 $987,447 - $1.07 Million	6,676 Added 332.64%	8,683 $1.3 Million
Q2 2021 Jul 27, 2021	SELL	$131.31 - $147.82 $623,985 - $702,440	-4,752 Reduced 70.31%	2,007 $296,000
Q1 2021 Apr 20, 2021	BUY	$125.83 - $138.59 $331,813 - $365,461	2,637 Added 63.97%	6,759 $898,000
Q4 2020 Feb 22, 2021	BUY	$110.86 - $130.52 $29,599 - $34,848	267 Added 6.93%	4,122 $536,000
Q4 2020 Feb 02, 2021	BUY	$110.86 - $130.52 $427,365 - $503,154	3,855 New	3,855 $403 Million

Others Institutions Holding XLK

# of Institutions

2,611

Shares Held

184M

Call Options Held

9.53M

Put Options Held

14.1M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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West Financial Advisors, LLC Technology Sector Spdr Transaction History