Westside Investment Management, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Westside Investment Management, Inc.

$470 Billion
Q3 2024

A detailed history of Westside Investment Management, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Westside Investment Management, Inc. holds 27,906 shares of SPTM stock, worth $2 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

27,906

Previous 28,037 0.47%

Holding current value

$2 Million

Previous $1.86 Billion 5.1%

% of portfolio

0.42%

Previous 0.43%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 20, 2024	SELL	$63.28 - $70.06 $8,289 - $9,177	-131 Reduced 0.47%	27,906 $1.96 Billion
Q2 2024 Jul 17, 2024	BUY	$60.69 - $66.83 $1,456 - $1,603	24 Added 0.09%	28,037 $1.86 Billion
Q1 2024 Apr 19, 2024	SELL	$57.38 - $64.15 $6,082 - $6,799	-106 Reduced 0.38%	28,013 $1.8 Billion
Q4 2023 Jan 12, 2024	SELL	$50.31 - $58.65 $51,064 - $59,529	-1,015 Reduced 3.48%	28,119 $1.64 Billion
Q3 2023 Nov 15, 2023	BUY	$52.22 - $56.31 $2,088 - $2,252	40 Added 0.14%	29,134 $1.53 Billion
Q2 2023 Jul 14, 2023	BUY	$49.75 - $54.44 $100,445 - $109,914	2,019 Added 7.46%	29,094 $1.58 Billion
Q1 2023 May 17, 2023	BUY	$46.97 - $51.65 $3,428 - $3,770	73 Added 0.27%	27,075 $1.37 Billion
Q4 2022 Jan 31, 2023	SELL	$44.09 - $50.41 $51,100 - $58,425	-1,159 Reduced 4.12%	27,002 $1.28 Million
Q3 2022 Nov 09, 2022	BUY	$44.11 - $53.04 $6,704 - $8,062	152 Added 0.54%	28,161 $1.24 Million
Q2 2022 Jul 15, 2022	BUY	$45.19 - $56.15 $38,908 - $48,345	861 Added 3.17%	28,009 $0
Q1 2022 Apr 25, 2022	BUY	$51.36 - $58.82 $20,954 - $23,998	408 Added 1.53%	27,148 $0
Q4 2021 Feb 15, 2022	BUY	$52.99 - $58.74 $11,445 - $12,687	216 Added 0.81%	26,740 $0
Q3 2021 Oct 27, 2021	SELL	$52.32 - $55.93 $7,481 - $7,997	-143 Reduced 0.54%	26,524 $0
Q2 2021 Jul 28, 2021	BUY	$49.77 - $52.97 $232,425 - $247,369	4,670 Added 21.23%	26,667 $0
Q1 2021 Apr 14, 2021	BUY	$45.48 - $49.44 $72,176 - $78,461	1,587 Added 7.78%	21,997 $0
Q4 2020 Jan 15, 2021	BUY	$39.96 - $46.09 $7,792 - $8,987	195 Added 0.96%	20,410 $0
Q3 2020 Oct 14, 2020	BUY	$37.97 - $43.65 $29,616 - $34,047	780 Added 4.01%	20,215 $0
Q2 2020 Jul 21, 2020	BUY	$29.99 - $39.74 $432,905 - $573,646	14,435 Added 288.7%	19,435 $0
Q1 2020 Apr 16, 2020	BUY	$27.12 - $41.81 $135,600 - $209,050	5,000 New	5,000 $0

Others Institutions Holding SPTM

# of Institutions

631

Shares Held

85.1M

Call Options Held

949K

Put Options Held

700

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Westside Investment Management, Inc. Spdr Portfolio S&P 1500 Compos Transaction History