Westside Investment Management, Inc. Spdr Series Tr Spdr S&P Divide Transaction History

Westside Investment Management, Inc.

$475 Billion
Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Westside Investment Management, Inc. holds 32,533 shares of SDY stock, worth $4.5 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

32,533

Previous 33,107 1.73%

Holding current value

$4.5 Million

Previous $4.7 Billion 8.61%

% of portfolio

0.91%

Previous 1.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$131.66 - $144.0 $75,572 - $82,656	-574 Reduced 1.73%	32,533 $4.3 Billion
Q3 2024 Nov 20, 2024	BUY	$125.95 - $142.04 $54,788 - $61,787	435 Added 1.33%	33,107 $4.7 Billion
Q2 2024 Jul 17, 2024	BUY	$124.6 - $132.46 $191,884 - $203,988	1,540 Added 4.95%	32,672 $4.16 Billion
Q1 2024 Apr 19, 2024	BUY	$122.28 - $131.24 $28,246 - $30,316	231 Added 0.75%	31,132 $4.09 Billion
Q4 2023 Jan 12, 2024	SELL	$110.2 - $125.58 $148,329 - $169,030	-1,346 Reduced 4.17%	30,901 $3.86 Billion
Q3 2023 Nov 15, 2023	SELL	$115.01 - $127.58 $40,483 - $44,908	-352 Reduced 1.08%	32,247 $3.71 Billion
Q2 2023 Jul 14, 2023	SELL	$117.3 - $124.97 $1.65 Million - $1.76 Million	-14,049 Reduced 30.12%	32,599 $4 Billion
Q1 2023 May 17, 2023	BUY	$117.74 - $132.18 $77,943 - $87,503	662 Added 1.44%	46,648 $5.77 Billion
Q4 2022 Jan 31, 2023	BUY	$112.65 - $131.57 $204,572 - $238,931	1,816 Added 4.11%	45,986 $5.75 Million
Q3 2022 Nov 09, 2022	BUY	$111.5 - $132.34 $362,486 - $430,237	3,251 Added 7.94%	44,170 $4.93 Million
Q2 2022 Jul 15, 2022	BUY	$114.07 - $132.3 $1.69 Million - $1.96 Million	14,819 Added 56.78%	40,919 $0
Q1 2022 Apr 25, 2022	BUY	$121.65 - $130.75 $189,774 - $203,970	1,560 Added 6.36%	26,100 $0
Q4 2021 Feb 15, 2022	BUY	$118.81 - $129.12 $532,625 - $578,844	4,483 Added 22.35%	24,540 $0
Q3 2021 Oct 27, 2021	BUY	$117.12 - $125.76 $379,234 - $407,210	3,238 Added 19.25%	20,057 $0
Q2 2021 Jul 28, 2021	BUY	$118.74 - $127.47 $246,029 - $264,117	2,072 Added 14.05%	16,819 $0
Q1 2021 Apr 14, 2021	BUY	$104.47 - $119.79 $56,100 - $64,327	537 Added 3.78%	14,747 $0
Q4 2020 Jan 15, 2021	BUY	$91.76 - $107.36 $109,469 - $128,080	1,193 Added 9.16%	14,210 $0
Q3 2020 Oct 14, 2020	BUY	$88.24 - $98.33 $72,180 - $80,433	818 Added 6.71%	13,017 $0
Q2 2020 Jul 21, 2020	BUY	$76.15 - $100.68 $88,105 - $116,486	1,157 Added 10.48%	12,199 $0
Q1 2020 Apr 16, 2020	BUY	$68.26 - $108.76 $753,726 - $1.2 Million	11,042 New	11,042 $0

Others Institutions Holding SDY

# of Institutions

1,312

Shares Held

73.3M

Call Options Held

42.1K

Put Options Held

37.4K

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About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Westside Investment Management, Inc. Spdr Series Tr Spdr S&P Divide Transaction History