Westside Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.98M | Buy |
3,994
+252
| +7% | +$183K | 0.39% | 65 |
|
|
2026
Q1 | $2.44M | Buy |
3,742
+120
| +3% | +$81.6K | 0.37% | 66 |
|
|
2025
Q4 | $2.47M | Buy |
3,622
+138
| +4% | +$93.3K | 0.4% | 63 |
|
|
2025
Q3 | $2.32M | Sell |
3,484
-503
| -13% | -$322K | 0.37% | 65 |
|
|
2025
Q2 | $2.46M | Sell |
3,987
-1,781
| -31% | -$1.02M | 0.46% | 56 |
|
|
2025
Q1 | $3.23M | Buy |
5,768
+84
| +1% | +$49.4K | 0.69% | 40 |
|
|
2024
Q4 | $3.33M | Buy |
5,684
+12
| +0.2% | +$7.07K | 0.7% | 34 |
|
|
2024
Q3 | $3.23M | Sell |
5,672
-99
| -2% | -$54.7K | 0.69% | 40 |
|
|
2024
Q2 | $3.14M | Buy |
5,771
+745
| +15% | +$390K | 0.72% | 35 |
|
|
2024
Q1 | $2.63M | Buy |
5,026
+256
| +5% | +$127K | 0.63% | 40 |
|
|
2023
Q4 | $2.27M | Buy |
4,770
+180
| +4% | +$80.2K | 0.58% | 44 |
|
|
2023
Q3 | $1.96M | Buy |
4,590
+565
| +14% | +$251K | 0.57% | 47 |
|
|
2023
Q2 | $1.78M | Buy |
4,025
+52
| +1% | +$21.8K | 0.5% | 54 |
|
|
2023
Q1 | $1.63M | Buy |
3,973
+99
| +3% | +$39.5K | 0.48% | 56 |
|
|
2022
Q4 | $1.48K | Sell |
3,874
-101
| -3% | -$38.8K | ﹤0.01% | 244 |
|
|
2022
Q3 | $1.42K | Buy |
3,975
+527
| +15% | +$209K | ﹤0.01% | 252 |
|
|
2022
Q2 | $1.3K | Buy |
3,448
+55
| +2% | +$22.5K | ﹤0.01% | 254 |
|
|
2022
Q1 | $1.53K | Buy |
3,393
+18
| +0.5% | +$8.01K | ﹤0.01% | 250 |
|
|
2021
Q4 | $1.6K | Buy |
3,375
+1
| +0% | +$459 | ﹤0.01% | 241 |
|
|
2021
Q3 | $1.45K | Buy |
3,374
+2,286
| +210% | +$1.01M | ﹤0.01% | 238 |
|
|
2021
Q2 | $465 | Sell |
1,088
-284
| -21% | -$119K | ﹤0.01% | 270 |
|
|
2021
Q1 | $113K | Buy |
1,372
+483
| +54% | +$186K | 0.3% | 69 |
|
|
2020
Q4 | $332 | Buy |
889
+1
| +0.1% | +$355 | ﹤0.01% | 234 |
|
|
2020
Q3 | $297 | Buy |
888
+16
| +2% | +$5.3K | ﹤0.01% | 246 |
|
|
2020
Q2 | $269 | Sell |
872
-299
| -26% | -$87.5K | ﹤0.01% | 225 |
|
|
2020
Q1 | $77.5K | Buy |
+1,171
| New | +$357K | 0.05% | 66 |
|
|
2019
Q2 | $220K | Buy |
+751
| New | +$216K | 0.08% | 148 |
|
|
2018
Q4 | $269K | Sell |
1,075
-27,017
| -96% | -$7.29M | 0.1% | 131 |
|
|
2018
Q3 | $1.95M | Buy |
28,092
+27,243
| +3,209% | +$7.76M | 0.62% | 19 |
|
|
2018
Q2 | $231K | Sell |
849
-24
| -3% | -$6.48K | 0.08% | 152 |
|
|
2018
Q1 | $225K | Sell |
873
-99
| -10% | -$27K | 0.12% | 146 |
|
|
2017
Q4 | $266K | Buy |
972
+1
| +0.1% | +$260 | 0.14% | 135 |
|
|
2017
Q3 | $247K | Buy |
971
+1
| +0.1% | +$247 | 0.15% | 127 |
|
|
2017
Q2 | $235K | Buy |
970
+124
| +15% | +$29.7K | 0.15% | 123 |
|
|
2017
Q1 | $198K | Buy |
+846
| New | +$197K | 0.09% | 127 |
|
Other funds holding SPY
Westside Investment Management's SPY Position: Q2 2026 in Review
Westside Investment Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 6.7% in Q2 2026, buying an estimated $183K and bringing the position to 3,994 shares worth $2.98M. The position accounts for 0.39% of the portfolio, ranked #65.
Westside Investment Management first reported a position in SPY in Q1 2017 and has held it in 35 quarters since. The position peaked at $3.33M in Q4 2024. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Westside Investment Management held 3,994 shares of State Street SPDR S&P 500 ETF Trust worth $2.98M as of Q2 2026.
- Westside Investment Management bought 252 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $183K.
- State Street SPDR S&P 500 ETF Trust made up 0.39% of Westside Investment Management's portfolio in Q2 2026, its #65 holding.
- Westside Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2017 and has held it in 35 quarters since.
- Westside Investment Management's State Street SPDR S&P 500 ETF Trust position peaked at $3.33M in Q4 2024.
- 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.