Utilities SPDR shares owned by Westside Investment Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Westside Investment Management
from 13F filings
Historical chart of Westside Investment Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Westside Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 17k | 80.78 |
| 2024-06-30 | $1.1M | 16k | 68.14 |
| 2024-03-31 | $1.0M | 16k | 65.65 |
| 2023-12-31 | $889k | 14k | 63.33 |
| 2023-09-30 | $529k | 9.0k | 58.93 |
| 2023-06-30 | $466k | 7.1k | 65.44 |
| 2023-03-31 | $482k | 7.1k | 67.69 |
| 2022-12-31 | $493k | 7.0k | 70.41 |
| 2022-09-30 | $478M | 7.3k | 65510.00 |
| 2022-06-30 | $469k | 6.7k | 70.06 |
| 2022-03-31 | $531k | 7.1k | 74.35 |
| 2021-12-31 | $474k | 6.6k | 71.50 |
| 2021-09-30 | $108k | 1.7k | 63.55 |
| 2021-06-30 | $57M | 905 | 63229.89 |
| 2021-03-31 | $57k | 905 | 62.98 |
| 2020-12-31 | $56k | 905 | 61.88 |
| 2020-09-30 | $53k | 905 | 58.56 |
| 2020-06-30 | $51k | 905 | 56.35 |
| 2020-03-31 | $50k | 905 | 55.25 |
| 2019-06-30 | $129k | 2.2k | 59.45 |
| 2018-12-31 | $115k | 2.2k | 52.92 |
| 2018-09-30 | $8.9k | 170 | 52.46 |
| 2018-06-30 | $8.9k | 170 | 52.33 |
| 2018-03-31 | $8.5k | 170 | 50.14 |
| 2017-12-31 | $8.8k | 170 | 51.81 |
| 2017-09-30 | $9.1k | 170 | 53.50 |
| 2017-06-30 | $8.7k | 170 | 51.45 |
| 2017-03-31 | $8.8k | 170 | 51.75 |
| 2016-12-31 | $8.3k | 170 | 48.54 |
More positions owned by Westside Investment Management
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