Westside Investment Management, Inc. Financial Sector Spdr Transaction History

Westside Investment Management, Inc.

$475 Billion
Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Westside Investment Management, Inc. holds 79,279 shares of XLF stock, worth $3.9 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

79,279

Previous 79,683 0.51%

Holding current value

$3.9 Million

Previous $3.57 Billion 7.2%

% of portfolio

0.81%

Previous 0.76%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$44.89 - $51.34 $18,135 - $20,741	-404 Reduced 0.51%	79,279 $3.83 Billion
Q3 2024 Nov 20, 2024	SELL	$40.84 - $45.74 $86,254 - $96,602	-2,112 Reduced 2.58%	79,683 $3.57 Billion
Q2 2024 Jul 17, 2024	SELL	$39.59 - $42.49 $1,346 - $1,444	-34 Reduced 0.04%	81,795 $3.36 Billion
Q1 2024 Apr 19, 2024	SELL	$37.27 - $42.12 $4,286 - $4,843	-115 Reduced 0.14%	81,829 $3.44 Billion
Q4 2023 Jan 12, 2024	SELL	$31.45 - $37.72 $14,152 - $16,974	-450 Reduced 0.55%	81,944 $3.08 Billion
Q3 2023 Nov 15, 2023	BUY	$33.17 - $35.6 $66,340 - $71,200	2,000 Added 2.49%	82,394 $2.73 Billion
Q2 2023 Jul 14, 2023	SELL	$31.55 - $33.71 $28,395 - $30,339	-900 Reduced 1.11%	80,394 $2.71 Billion
Q1 2023 May 17, 2023	BUY	$30.98 - $37.0 $8,922 - $10,656	288 Added 0.36%	81,294 $2.62 Billion
Q4 2022 Jan 31, 2023	SELL	$30.29 - $36.31 $6,058 - $7,262	-200 Reduced 0.25%	81,006 $489 Million
Q3 2022 Nov 09, 2022	BUY	$30.36 - $35.81 $20,432 - $24,100	673 Added 0.84%	81,206 $432 Million
Q2 2022 Jul 15, 2022	BUY	$30.84 - $38.22 $20,046 - $24,843	650 Added 0.81%	80,533 $0
Q1 2022 Apr 25, 2022	BUY	$35.66 - $41.42 $74,886 - $86,982	2,100 Added 2.7%	79,883 $0
Q4 2021 Feb 15, 2022	SELL	$37.54 - $40.62 $52,743 - $57,071	-1,405 Reduced 1.77%	77,783 $0
Q3 2021 Oct 27, 2021	SELL	$35.11 - $39.0 $80,893 - $89,856	-2,304 Reduced 2.83%	79,188 $0
Q2 2021 Jul 28, 2021	SELL	$34.47 - $38.47 $137,673 - $153,649	-3,994 Reduced 4.67%	81,492 $0
Q1 2021 Apr 14, 2021	BUY	$28.95 - $34.77 $52,225 - $62,725	1,804 Added 2.16%	85,486 $0
Q4 2020 Jan 15, 2021	SELL	$23.61 - $29.48 $16,503 - $20,606	-699 Reduced 0.83%	83,682 $0
Q3 2020 Oct 14, 2020	BUY	$22.68 - $25.49 $100,789 - $113,277	4,444 Added 5.56%	84,381 $0
Q2 2020 Jul 21, 2020	SELL	$19.55 - $26.74 $52,765 - $72,171	-2,699 Reduced 3.27%	79,937 $0
Q1 2020 Apr 16, 2020	SELL	$17.66 - $31.17 $22,622 - $39,928	-1,281 Reduced 1.53%	82,636 $0
Q2 2019 Jul 24, 2019	SELL	N/A	-5,977 Reduced 6.65%	83,917 $2.32 Million
Q4 2018 Feb 05, 2019	BUY	N/A	5,851 Added 6.96%	89,894 $0
Q3 2018 Nov 08, 2018	BUY	N/A	3,140 Added 3.88%	84,043 $2.33 Billion
Q2 2018 Aug 13, 2018	BUY	N/A	2,150 Added 2.73%	80,903 $0
Q1 2018 Apr 16, 2018	BUY	N/A	9,683 Added 14.02%	78,753 $0
Q4 2017 Feb 15, 2018	BUY	N/A	4,905 Added 7.64%	69,070 $0
Q3 2017 Nov 13, 2017	BUY	N/A	112 Added 0.17%	64,165 $0
Q2 2017 Sep 14, 2017	BUY	N/A	227 Added 0.36%	64,053 $0
Q2 2017 Aug 15, 2017	BUY	N/A	63,826	63,826 $0

Others Institutions Holding XLF

# of Institutions

2,044

Shares Held

761M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Westside Investment Management, Inc. Financial Sector Spdr Transaction History