Name | Holdings Value | Location | File Number |
---|---|---|---|
WESTWOOD HOLDINGS GROUP INC | $12.1B | Dallas, TX | 028-15581 |
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q2 2024 | 13F-NT | 8/13/2024, 04:36 PM | ||||||
Q1 2024 | 13F-NT | 5/10/2024, 12:42 PM | ||||||
Q4 2023 | 1 | $80.4M | +$13.3M | $0 | +$13.3M | RSP | 13F-HR | 2/13/2024, 03:14 PM |
Q3 2023 | 1 | $60.3M | +$60.3M | -$131M | -$71.1M | RSP | 13F-HR | 11/9/2023, 06:47 PM |
Q2 2023 | 1 | $131M | +$96M | -$33.2M | +$62.8M | SPY | 13F-HR | 8/10/2023, 12:29 PM |
Q1 2023 | 2 | $65.9M | +$65.9M | -$54.6M | +$11.3M | QQQ, SPY | 13F-HR | 5/9/2023, 05:05 PM |
Q4 2022 | 4 | $54.6M | +$54.6M | -$14.2M | +$40.4M | XLU, XLV, XLP, DIA | 13F-HR | 2/14/2023, 03:33 PM |
Q3 2022 | 1 | $14.2M | $0 | -$25.3M | -$25.3M | SPY | 13F-HR | 11/9/2022, 02:49 PM |
Q2 2022 | 1 | $45.6M | +$9.53M | -$82.1M | -$72.6M | SPY | 13F-HR | 8/4/2022, 06:16 PM |
Q1 2022 | 3 | $122M | +$82.1M | -$116M | -$33.8M | IWD, SPY, QQQ | 13F-HR | 5/10/2022, 08:09 PM |
Q4 2021 | 1 | $163M | +$28.7M | -$66.3M | -$37.5M | SPY | 13F-HR | 2/4/2022, 07:00 PM |
Q3 2021 | 3 | $188M | +$32.4M | -$34M | -$1.59M | SPY, QQQ, DIA | 13F-HR | 11/4/2021, 07:42 PM |
Q2 2021 | 2 | $189M | +$33.5M | -$52.5M | -$19M | SPY, QQQ | 13F-HR | 7/29/2021, 03:38 PM |
Q1 2021 | 1 | $192M | +$11.9M | -$73.5M | -$61.6M | SPY | 13F-HR | 5/13/2021, 11:59 AM |
Q4 2020 | 7 | $244M | +$90.5M | -$19.1M | +$71.4M | SPY, QQQ, XLY, XLV, IWN | 13F-HR | 2/4/2021, 12:59 PM |
Q3 2020 | 2 | $155M | +$84.9M | -$119M | -$34.1M | SPY, XLY | 13F-HR | 11/12/2020, 02:37 PM |
Q2 2020 | 3 | $184M | +$147M | -$13.6M | +$133M | QQQ, SPY, XLK | 13F-HR | 8/4/2020, 09:01 PM |
Q1 2020 | 2 | $41.7M | +$13.6M | -$195M | -$182M | QQQ, DIA | 13F-HR | 4/30/2020, 04:32 PM |
Q4 2019 | 3 | $228M | +$95.9M | -$1.6M | +$94.3M | SPY, QQQ, IWM | 13F-HR | 1/21/2020, 12:23 PM |
Q3 2019 | 2 | $122M | +$13.1M | -$91.2M | -$78.1M | SPY, QQQ | 13F-HR | 11/13/2019, 03:29 PM |
Q2 2019 | 3 | $198M | +$68.3M | -$38.1M | +$30.2M | SPY, QQQ, GDX | 13F-HR | 8/2/2019, 05:01 PM |
Q1 2019 | 2 | $161M | +$65.2M | -$19.1M | +$46.1M | SPY, QQQ | 13F-HR | 5/1/2019, 04:38 PM |
Q4 2018 | 1 | $102M | $0 | -$98.4M | -$98.4M | SPY | 13F-HR | 2/12/2019, 05:19 PM |
Q3 2018 | 1 | $233M | $0 | $0 | SPY | 13F-HR | 10/26/2018, 04:21 PM | |
Q2 2018 | 1 | $158M | $0 | -$42.2M | -$42.2M | SPY | 13F-HR | 7/27/2018, 05:50 PM |
Q1 2018 | 1 | $194M | $0 | $0 | SPY | 13F-HR | 4/30/2018, 03:30 PM | |
Q4 2017 | 10 | $316M | +$107M | -$4.43M | +$102M | SPY, DIA, IWM, QQQ, GDX | 13F-HR | 2/9/2018, 01:35 PM |
Q3 2017 | 5 | $201M | +$45.8M | -$1.41M | +$44.3M | SPY, IWM, DIA, XLF, TIP | 13F-HR | 11/13/2017, 10:58 AM |
Q2 2017 | 3 | $151M | +$38.8M | -$78.8M | -$39.9M | SPY, DIA, KBE | 13F-HR | 8/3/2017, 02:41 PM |
Q1 2017 | 2 | $187M | $0 | $0 | SPY, QQQ | 13F-HR | 5/10/2017, 02:26 PM | |
Q4 2016 | 3 | $234M | +$92.3M | -$181M | -$89M | IWM, SPY, EEM | 13F-HR | 2/13/2017, 06:47 PM |
Q3 2016 | 4 | $312M | +$180M | -$118M | +$61.8M | SPY, QQQ, IWM, IVV | 13F-HR | 11/14/2016, 09:24 AM |
Q2 2016 | 2 | $246M | +$118M | -$216M | -$98.1M | SPY, DIA | 13F-HR | 8/15/2016, 10:48 AM |
Q1 2016 | 3 | $342M | +$140M | -$103M | +$36.4M | SPY, QQQ, EEM | 13F-HR | 5/13/2016, 05:44 PM |
Q4 2015 | 4 | $305M | +$173M | $0 | +$173M | SPY, QQQ, IWM, IVV | 13F-HR | 2/16/2016, 09:56 AM |
Q3 2015 | 1 | $124M | $0 | -$207M | -$207M | SPY | 13F-HR | 11/16/2015, 01:07 PM |
Q2 2015 | 2 | $355M | +$192M | -$304M | -$113M | SPY, IVV | 13F-HR | 8/13/2015, 07:44 PM |
Q1 2015 | 4 | $468M | +$304M | -$527M | -$223M | IWM, SPY, EFA, FXI | 13F-HR | 5/14/2015, 05:56 PM |
Q4 2014 | 1 | $688M | +$481M | -$46.6M | +$434M | SPY | 13F-HR | 2/17/2015, 08:45 AM |
Q3 2014 | 2 | $246M | +$46.6M | -$15.2M | +$31.4M | SPY, QQQ | 13F-HR | 11/14/2014, 03:06 PM |
Q2 2014 | 1 | $213M | +$195M | $0 | +$195M | SPY | 13F-HR | 8/14/2014, 04:03 PM |
Q1 2014 | 1 | $17.3M | $0 | -$316M | -$316M | SPY | 13F-HR | 5/15/2014, 04:00 PM |
Q4 2013 | 2 | $331M | $0 | $0 | IWM, SPY | 13F-HR | 2/14/2014, 10:36 AM |