Westside Investment Management, Inc. Technology Sector Spdr Transaction History

Westside Investment Management, Inc.

$470 Billion
Q3 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 23,312 shares of XLK stock, worth $5.41 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

23,312

Previous 24,030 2.99%

Holding current value

$5.41 Million

Previous $5.44 Billion 4.25%

% of portfolio

1.11%

Previous 1.24%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,241

Shares Held

169M

Call Options Held

14.8M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Westside Investment Management, Inc. Technology Sector Spdr Transaction History