Westside Investment Management, Inc. Utilities Sector Spdr Transaction History

Westside Investment Management, Inc.

$475 Billion
Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Westside Investment Management, Inc. holds 1,620 shares of XLU stock, worth $127,575. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,620

Previous 16,521 90.19%

Holding current value

$127,575

Previous $1.29 Billion 90.49%

% of portfolio

0.03%

Previous 0.27%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$74.89 - $82.93 $1.12 Million - $1.24 Million	-14,901 Reduced 90.19%	1,620 $123 Million
Q3 2024 Nov 20, 2024	BUY	$67.67 - $80.78 $10,150 - $12,117	150 Added 0.92%	16,521 $1.29 Billion
Q2 2024 Jul 17, 2024	BUY	$62.77 - $72.87 $42,495 - $49,332	677 Added 4.31%	16,371 $1.11 Billion
Q1 2024 Apr 19, 2024	BUY	$59.95 - $65.65 $98,917 - $108,322	1,650 Added 11.75%	15,694 $1.03 Billion
Q4 2023 Jan 12, 2024	BUY	$56.19 - $65.96 $285,164 - $334,746	5,075 Added 56.58%	14,044 $889 Million
Q3 2023 Nov 15, 2023	BUY	$58.83 - $68.46 $108,835 - $126,650	1,850 Added 25.99%	8,969 $529 Million
Q1 2023 May 17, 2023	BUY	$63.7 - $72.08 $7,898 - $8,937	124 Added 1.77%	7,119 $485 Million
Q4 2022 Jan 31, 2023	SELL	$61.52 - $72.67 $18,456 - $21,801	-300 Reduced 4.11%	6,995 $92.1 Million
Q3 2022 Nov 09, 2022	BUY	$65.51 - $78.12 $39,306 - $46,872	600 Added 8.96%	7,295 $121 Million
Q2 2022 Jul 15, 2022	SELL	$64.87 - $76.96 $29,191 - $34,632	-450 Reduced 6.3%	6,695 $0
Q1 2022 Apr 25, 2022	BUY	$65.03 - $74.54 $33,490 - $38,388	515 Added 7.77%	7,145 $0
Q4 2021 Feb 15, 2022	BUY	$63.88 - $71.58 $314,609 - $352,531	4,925 Added 288.86%	6,630 $0
Q3 2021 Oct 27, 2021	BUY	$63.56 - $70.07 $50,848 - $56,055	800 Added 88.4%	1,705 $0
Q1 2020 Apr 16, 2020	SELL	$44.93 - $70.98 $56,836 - $89,789	-1,265 Reduced 58.29%	905 $0
Q4 2018 Feb 05, 2019	BUY	N/A	2,000 Added 1176.47%	2,170 $0
Q2 2017 Aug 15, 2017	BUY	N/A	170	170 $0

Others Institutions Holding XLU

# of Institutions

1,552

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
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Westside Investment Management, Inc. Utilities Sector Spdr Transaction History