Westside Investment Management, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Westside Investment Management, Inc.

$417 Billion
Q1 2024

A detailed history of Westside Investment Management, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Westside Investment Management, Inc. holds 31,132 shares of SDY stock, worth $3.96 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

31,132

Previous 30,901 0.75%

Holding current value

$3.96 Million

Previous $3.86 Billion 5.8%

% of portfolio

0.98%

Previous 0.99%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$122.28 - $131.24 $28,246 - $30,316	231 Added 0.75%	31,132 $4.09 Billion
Q4 2023 Jan 12, 2024	SELL	$110.2 - $125.58 $148,329 - $169,030	-1,346 Reduced 4.17%	30,901 $3.86 Billion
Q3 2023 Nov 15, 2023	SELL	$115.01 - $127.58 $40,483 - $44,908	-352 Reduced 1.08%	32,247 $3.71 Billion
Q2 2023 Jul 14, 2023	SELL	$117.3 - $124.97 $1.65 Million - $1.76 Million	-14,049 Reduced 30.12%	32,599 $4 Billion
Q1 2023 May 17, 2023	BUY	$117.74 - $132.18 $77,943 - $87,503	662 Added 1.44%	46,648 $5.77 Billion

Q4 2022 Jan 31, 2023	BUY	$121.48 - $131.57 $220,607 - $238,931	1,816 Added 4.11%	45,986 $5.75 Million
Q3 2022 Nov 09, 2022	BUY	N/A	3,251 Added 7.94%	44,170 $4.93 Million
Q2 2022 Jul 15, 2022	BUY	N/A	14,819 Added 56.78%	40,919 $0
Q1 2022 Apr 25, 2022	BUY	N/A	1,560 Added 6.36%	26,100 $0
Q4 2021 Feb 15, 2022	BUY	N/A	4,483 Added 22.35%	24,540 $0
Q3 2021 Oct 27, 2021	BUY	N/A	3,238 Added 19.25%	20,057 $0
Q2 2021 Jul 28, 2021	BUY	N/A	2,072 Added 14.05%	16,819 $0
Q1 2021 Apr 14, 2021	BUY	N/A	537 Added 3.78%	14,747 $0
Q4 2020 Jan 15, 2021	BUY	N/A	1,193 Added 9.16%	14,210 $0
Q3 2020 Oct 14, 2020	BUY	N/A	818 Added 6.71%	13,017 $0
Q2 2020 Jul 21, 2020	BUY	N/A	1,157 Added 10.48%	12,199 $0
Q1 2020 Apr 16, 2020	BUY	N/A	11,042 New	11,042 $0

Others Institutions Holding SDY

# of Institutions

1,195

Shares Held

70.3M

Call Options Held

99.8K

Put Options Held

17.5K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Westside Investment Management, Inc. Spdr Series Tr Spdr S&P Divide Transaction History