Westside Investment Management, Inc. Consumer Staples Sector Spdr Transaction History

Westside Investment Management, Inc.

$475 Billion
Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Westside Investment Management, Inc. holds 18,826 shares of XLP stock, worth $1.43 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

18,826

Previous 18,867 0.22%

Holding current value

$1.43 Million

Previous $1.57 Billion 5.49%

% of portfolio

0.31%

Previous 0.33%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	N/A	-41 Reduced 0.22%	18,826 $1.48 Billion
Q3 2024 Nov 20, 2024	BUY	$76.04 - $76.04 $115,656 - $115,656	1,521 Added 8.77%	18,867 $1.57 Billion
Q2 2024 Jul 17, 2024	BUY	$73.08 - $78.4 $17,319 - $18,580	237 Added 1.39%	17,346 $1.33 Billion
Q1 2024 Apr 19, 2024	BUY	$71.59 - $76.36 $9,807 - $10,461	137 Added 0.81%	17,109 $1.31 Billion
Q4 2023 Jan 12, 2024	BUY	$66.22 - $72.3 $365,269 - $398,806	5,516 Added 48.15%	16,972 $1.22 Billion
Q3 2023 Nov 15, 2023	BUY	$68.8 - $76.1 $23,667 - $26,178	344 Added 3.1%	11,456 $788 Million
Q2 2023 Jul 14, 2023	BUY	$72.59 - $77.5 $2,468 - $2,635	34 Added 0.31%	11,112 $824 Million
Q1 2023 May 17, 2023	BUY	$71.11 - $75.78 $14,435 - $15,383	203 Added 1.87%	11,078 $828 Million
Q4 2022 Jan 31, 2023	BUY	$71.53 - $77.19 $2,503 - $2,701	35 Added 0.32%	10,875 $810,000
Q3 2022 Nov 09, 2022	BUY	N/A	31 Added 0.29%	10,840 $723,000
Q2 2022 Jul 15, 2022	BUY	N/A	2,559 Added 31.02%	10,809 $0
Q1 2022 Apr 25, 2022	BUY	N/A	1,250 Added 17.86%	8,250 $0
Q4 2021 Feb 15, 2022	BUY	N/A	3,500 Added 100.0%	7,000 $0
Q3 2021 Oct 27, 2021	BUY	N/A	500 Added 16.67%	3,500 $0
Q2 2021 Jul 28, 2021	BUY	N/A	200 Added 7.14%	3,000 $0
Q1 2020 Apr 16, 2020	SELL	N/A	-4,007 Reduced 58.87%	2,800 $0
Q2 2019 Jul 24, 2019	BUY	N/A	207 Added 3.14%	6,807 $395,000
Q4 2018 Feb 05, 2019	BUY	N/A	3,800 Added 135.71%	6,600 $0
Q3 2017 Nov 13, 2017	BUY	N/A	2,800	2,800 $0

Others Institutions Holding XLP

# of Institutions

1,320

Shares Held

168M

Call Options Held

13.4M

Put Options Held

18.7M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

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. Consumer Staples Sector Spdr Transaction History