Westside Investment Management, Inc. Financial Sector Spdr Transaction History

Westside Investment Management, Inc.

$437 Billion
Q2 2024

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 81,795 shares of XLF stock, worth $4.08 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

81,795

Previous 81,829 0.04%

Holding current value

$4.08 Million

Previous $3.44 Billion 2.31%

% of portfolio

0.77%

Previous 0.83%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,837

Shares Held

695M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Westside Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westside Investment Management, Inc. with notifications on news.

Account

Westside Investment Management, Inc. Financial Sector Spdr Transaction History