Westview Management dba Westview Investment Advisors quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Westview Management dba Westview Investment Advisors opened 4 positions, added to 9, reduced 20, sold out of 5 and left 1 unchanged. The largest increase in value was SRLN (+$6,362,283); the largest decrease was SRLN (-$6,021,224).
- SRLN: Country of operation —; Class STATE STREET BLA; Shares 2026-03-31 150,006; Shares 2026-06-30 0.
- XOP: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 20,534; Shares 2026-06-30 0.
- KRE: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 55,717; Shares 2026-06-30 0.
- BKLN: Country of operation —; Class SR LN ETF; Shares 2026-03-31 13,295; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2073768): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-07-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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