Westside Investment Management, Inc. Energy Sector Spdr Transaction History

Westside Investment Management, Inc.

  • $469 Billion
  • Q1 2025

A detailed history of Westside Investment Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Westside Investment Management, Inc. holds 26,895 shares of XLE stock, worth $2.21 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
26,895
Previous 13,738 95.77%
Holding current value
$2.21 Million
Previous $1.18 Billion 113.72%
% of portfolio
0.54%
Previous 0.25%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$85.7 - $93.96 $1.13 Million - $1.24 Million
13,157 Added 95.77%
26,895 $2.52 Billion
Q4 2024

Jan 17, 2025
BUY
$83.32 - $97.27 $55,157 - $64,392
662 Added 5.06%
13,738 $1.18 Billion
Q3 2024

Nov 20, 2024
BUY
$84.35 - $93.39 $238,120 - $263,639
2,823 Added 27.53%
13,076 $1.15 Billion
Q2 2024

Jul 17, 2024
BUY
$88.04 - $98.08 $39,441 - $43,939
448 Added 4.57%
10,253 $935 Million
Q1 2024

Apr 19, 2024
BUY
$79.91 - $94.41 $226,864 - $268,029
2,839 Added 40.76%
9,805 $926 Million
Q4 2023

Jan 12, 2024
BUY
$81.2 - $91.96 $8,688 - $9,839
107 Added 1.56%
6,966 $584 Million
Q3 2023

Nov 15, 2023
BUY
$79.09 - $93.36 $30,054 - $35,476
380 Added 5.87%
6,859 $620 Million
Q2 2023

Jul 14, 2023
SELL
$76.59 - $87.23 $314,784 - $358,515
-4,110 Reduced 38.81%
6,479 $526 Million
Q1 2023

May 17, 2023
BUY
$76.97 - $93.11 $14,316 - $17,318
186 Added 1.79%
10,589 $877 Million
Q4 2022

Jan 31, 2023
BUY
$76.09 - $94.08 $9,815 - $12,136
129 Added 1.26%
10,403 $5.13 Million
Q3 2022

Nov 09, 2022
BUY
$67.49 - $84.09 $137,882 - $171,795
2,043 Added 24.82%
10,274 $739,000
Q2 2022

Jul 15, 2022
BUY
$70.66 - $92.28 $287,798 - $375,856
4,073 Added 97.96%
8,231 $0
Q1 2022

Apr 25, 2022
BUY
$57.22 - $78.75 $108,660 - $149,546
1,899 Added 84.06%
4,158 $0
Q4 2021

Feb 15, 2022
BUY
$53.01 - $59.14 $18,606 - $20,758
351 Added 18.4%
2,259 $0
Q1 2021

Apr 14, 2021
BUY
$37.96 - $53.57 $31,317 - $44,195
825 Added 76.18%
1,908 $0
Q4 2020

Jan 15, 2021
SELL
$27.71 - $41.6 $435,240 - $653,411
-15,707 Reduced 93.55%
1,083 $0
Q3 2020

Oct 14, 2020
BUY
$29.95 - $38.58 $134,565 - $173,339
4,493 Added 36.54%
16,790 $0
Q2 2020

Jul 21, 2020
SELL
$27.62 - $46.86 $16,931 - $28,725
-613 Reduced 4.75%
12,297 $0
Q1 2020

Apr 16, 2020
SELL
$23.57 - $60.87 $127,772 - $329,976
-5,421 Reduced 29.57%
12,910 $0
Q2 2019

Jul 24, 2019
SELL
N/A
-16,655 Reduced 47.6%
18,331 $1.17 Million
Q4 2018

Feb 05, 2019
SELL
N/A
-5,781 Reduced 14.18%
34,986 $0
Q3 2018

Nov 08, 2018
SELL
N/A
-3,289 Reduced 7.47%
40,767 $3.13 Billion
Q2 2018

Aug 13, 2018
SELL
N/A
-3,464 Reduced 7.29%
44,056 $0
Q1 2018

Apr 16, 2018
SELL
N/A
-2,621 Reduced 5.23%
47,520 $0
Q4 2017

Feb 15, 2018
SELL
N/A
-372 Reduced 0.74%
50,141 $0
Q3 2017

Nov 13, 2017
BUY
N/A
18,670 Added 58.63%
50,513 $0
Q2 2017

Sep 14, 2017
SELL
N/A
-127 Reduced 0.4%
31,843 $0
Q2 2017

Aug 15, 2017
BUY
N/A
31,970
31,970 $0

Others Institutions Holding XLE

# of Institutions
2,177
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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