Westside Investment Management, Inc. Technology Sector Spdr Transaction History

Westside Investment Management, Inc.

  • $475 Billion
  • Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Westside Investment Management, Inc. holds 22,423 shares of XLK stock, worth $5.42 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
22,423
Previous 23,312 3.81%
Holding current value
$5.42 Million
Previous $5.21 Billion 0.16%
% of portfolio
1.1%
Previous 1.11%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$220.26 - $241.44 $195,811 - $214,640
-889 Reduced 3.81%
22,423 $5.21 Billion
Q3 2024

Nov 20, 2024
SELL
$197.34 - $237.68 $141,690 - $170,654
-718 Reduced 2.99%
23,312 $5.21 Billion
Q2 2024

Jul 17, 2024
SELL
$192.53 - $231.41 $100,693 - $121,027
-523 Reduced 2.13%
24,030 $5.44 Billion
Q1 2024

Apr 19, 2024
SELL
$184.12 - $211.02 $245,984 - $281,922
-1,336 Reduced 5.16%
24,553 $5.12 Billion
Q4 2023

Jan 12, 2024
SELL
$160.19 - $193.07 $63,755 - $76,841
-398 Reduced 1.51%
25,889 $4.98 Billion
Q3 2023

Nov 15, 2023
SELL
$161.97 - $180.26 $61,548 - $68,498
-380 Reduced 1.42%
26,287 $4.31 Billion
Q2 2023

Jul 14, 2023
SELL
$143.97 - $174.63 $57,588 - $69,852
-400 Reduced 1.48%
26,667 $4.63 Billion
Q1 2023

May 17, 2023
SELL
$121.18 - $151.01 $19,388 - $24,161
-160 Reduced 0.59%
27,067 $4.09 Billion
Q4 2022

Jan 31, 2023
BUY
$116.56 - $136.15 $35,667 - $41,661
306 Added 1.14%
27,227 $504 Million
Q3 2022

Nov 09, 2022
BUY
$118.78 - $151.56 $42,760 - $54,561
360 Added 1.36%
26,921 $480 Million
Q2 2022

Jul 15, 2022
BUY
$123.49 - $161.47 $52,606 - $68,786
426 Added 1.63%
26,561 $0
Q1 2022

Apr 25, 2022
BUY
$141.39 - $175.52 $36,054 - $44,757
255 Added 0.99%
26,135 $0
Q4 2021

Feb 15, 2022
SELL
$148.06 - $176.65 $146,579 - $174,883
-990 Reduced 3.68%
25,880 $0
Q3 2021

Oct 27, 2021
SELL
$147.91 - $159.7 $353,209 - $381,363
-2,388 Reduced 8.16%
26,870 $0
Q2 2021

Jul 28, 2021
SELL
$131.31 - $147.82 $36,766 - $41,389
-280 Reduced 0.95%
29,258 $0
Q1 2021

Apr 14, 2021
BUY
$125.83 - $138.59 $193,400 - $213,012
1,537 Added 5.49%
29,538 $0
Q4 2020

Jan 15, 2021
BUY
$110.86 - $130.52 $295,996 - $348,488
2,670 Added 10.54%
28,001 $0
Q3 2020

Oct 14, 2020
SELL
$104.66 - $127.03 $70,122 - $85,110
-670 Reduced 2.58%
25,331 $0
Q2 2020

Jul 21, 2020
SELL
$76.54 - $104.63 $3,061 - $4,185
-40 Reduced 0.15%
26,001 $0
Q1 2020

Apr 16, 2020
BUY
$70.4 - $102.79 $283,782 - $414,346
4,031 Added 18.31%
26,041 $0
Q2 2019

Jul 24, 2019
SELL
N/A
-50 Reduced 0.23%
22,010 $47.7 Million
Q4 2018

Feb 05, 2019
BUY
N/A
1,510 Added 7.35%
22,060 $0
Q3 2018

Nov 08, 2018
SELL
N/A
-300 Reduced 1.44%
20,550 $1.55 Billion
Q2 2018

Aug 13, 2018
BUY
N/A
1,300 Added 6.65%
20,850 $0
Q1 2018

Apr 16, 2018
BUY
N/A
1,340 Added 7.36%
19,550 $0
Q4 2017

Feb 15, 2018
BUY
N/A
1,460 Added 8.72%
18,210 $0
Q2 2017

Sep 14, 2017
SELL
N/A
-60 Reduced 0.36%
16,750 $0
Q2 2017

Aug 15, 2017
BUY
N/A
16,810
16,810 $0

Others Institutions Holding XLK

# of Institutions
2,265
Shares Held
170M
Call Options Held
14.8M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

XLK Quotes by TradingView
  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Westside Investment Management, Inc. Portfolio

Follow Westside Investment Management, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email