A detailed history of Westside Investment Management, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Westside Investment Management, Inc. holds 79,683 shares of XLF stock, worth $3.86 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
79,683
Previous 81,795 2.58%
Holding current value
$3.86 Million
Previous $3.36 Billion 6.25%
% of portfolio
0.76%
Previous 0.77%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 20, 2024

SELL
$40.84 - $45.74 $86,254 - $96,602
-2,112 Reduced 2.58%
79,683 $3.57 Billion
Q2 2024

Jul 17, 2024

SELL
$39.59 - $42.49 $1,346 - $1,444
-34 Reduced 0.04%
81,795 $3.36 Billion
Q1 2024

Apr 19, 2024

SELL
$37.27 - $42.12 $4,286 - $4,843
-115 Reduced 0.14%
81,829 $3.44 Billion
Q4 2023

Jan 12, 2024

SELL
$31.45 - $37.72 $14,152 - $16,974
-450 Reduced 0.55%
81,944 $3.08 Billion
Q3 2023

Nov 15, 2023

BUY
$33.17 - $35.6 $66,340 - $71,200
2,000 Added 2.49%
82,394 $2.73 Billion
Q2 2023

Jul 14, 2023

SELL
$31.55 - $33.71 $28,395 - $30,339
-900 Reduced 1.11%
80,394 $2.71 Billion
Q1 2023

May 17, 2023

BUY
$30.98 - $37.0 $8,922 - $10,656
288 Added 0.36%
81,294 $2.62 Billion
Q4 2022

Jan 31, 2023

SELL
$30.29 - $36.31 $6,058 - $7,262
-200 Reduced 0.25%
81,006 $489 Million
Q3 2022

Nov 09, 2022

BUY
$30.36 - $35.81 $20,432 - $24,100
673 Added 0.84%
81,206 $432 Million
Q2 2022

Jul 15, 2022

BUY
$30.84 - $38.22 $20,046 - $24,843
650 Added 0.81%
80,533 $0
Q1 2022

Apr 25, 2022

BUY
$35.66 - $41.42 $74,886 - $86,982
2,100 Added 2.7%
79,883 $0
Q4 2021

Feb 15, 2022

SELL
$37.54 - $40.62 $52,743 - $57,071
-1,405 Reduced 1.77%
77,783 $0
Q3 2021

Oct 27, 2021

SELL
$35.11 - $39.0 $80,893 - $89,856
-2,304 Reduced 2.83%
79,188 $0
Q2 2021

Jul 28, 2021

SELL
$34.47 - $38.47 $137,673 - $153,649
-3,994 Reduced 4.67%
81,492 $0
Q1 2021

Apr 14, 2021

BUY
$28.95 - $34.77 $52,225 - $62,725
1,804 Added 2.16%
85,486 $0
Q4 2020

Jan 15, 2021

SELL
$23.61 - $29.48 $16,503 - $20,606
-699 Reduced 0.83%
83,682 $0
Q3 2020

Oct 14, 2020

BUY
$22.68 - $25.49 $100,789 - $113,277
4,444 Added 5.56%
84,381 $0
Q2 2020

Jul 21, 2020

SELL
$19.55 - $26.74 $52,765 - $72,171
-2,699 Reduced 3.27%
79,937 $0
Q1 2020

Apr 16, 2020

SELL
$17.66 - $31.17 $22,622 - $39,928
-1,281 Reduced 1.53%
82,636 $0
Q2 2019

Jul 24, 2019

SELL
N/A
-5,977 Reduced 6.65%
83,917 $2.32 Million
Q4 2018

Feb 05, 2019

BUY
N/A
5,851 Added 6.96%
89,894 $0
Q3 2018

Nov 08, 2018

BUY
N/A
3,140 Added 3.88%
84,043 $2.33 Billion
Q2 2018

Aug 13, 2018

BUY
N/A
2,150 Added 2.73%
80,903 $0
Q1 2018

Apr 16, 2018

BUY
N/A
9,683 Added 14.02%
78,753 $0
Q4 2017

Feb 15, 2018

BUY
N/A
4,905 Added 7.64%
69,070 $0
Q3 2017

Nov 13, 2017

BUY
N/A
112 Added 0.17%
64,165 $0
Q2 2017

Sep 14, 2017

BUY
N/A
227 Added 0.36%
64,053 $0
Q2 2017

Aug 15, 2017

BUY
N/A
63,826
63,826 $0

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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