Whalen Wealth Management Inc. Spdr S&P Capital Markets ETF Transaction History

Whalen Wealth Management Inc.

$171 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$122.39 - $146.44 $2.08 Million - $2.49 Million	17,019 New	17,019 $2.15 Billion

Others Institutions Holding KCE

# of Institutions

122

Shares Held

2.87M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

604K
Shares

$91.4 Million
0.01% of portfolio
Annex Advisory Services, LLC

279K
Shares

$42.1 Million
1.21% of portfolio
Meitav Dash Investments LTD

262K
Shares

$39.7 Million
0.6% of portfolio
Morgan Stanley New York, NY

226K
Shares

$34.2 Million
0.0% of portfolio
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD

138K
Shares

$20.9 Million
1.52% of portfolio

About SPDR S&P CAPITAL MARKETS ETF

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