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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

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Westside Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Westside Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $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