West Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History
West Financial Advisors, LLC
- $591 Million
- Q4 2025
A detailed history of West Financial Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, West Financial Advisors, LLC holds 32,508 shares of XLY stock, worth $7.51 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
32,508
Previous 16,066
102.34%
Holding current value
$7.51 Million
Previous $3.85 Million
94.94%
% of portfolio
1.27%
Previous 0.64%
Shares
13 transactions
Others Institutions Holding XLY
# of Institutions
1,506Shares Held
90.6MCall Options Held
5.17MPut Options Held
12.2M-
Bank Of America Corp Charlotte, NC19.8MShares$4.57 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY7.36MShares$1.7 Billion0.12% of portfolio
-
Morgan Stanley New York, NY3.55MShares$820 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.67MShares$617 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.65MShares$613 Million0.2% of portfolio