Whalen Wealth Management Inc. Select Sector Spdr Fd Material Transaction History

Whalen Wealth Management Inc.

$141 Billion
Q3 2024

A detailed history of Whalen Wealth Management Inc. transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 31,888 shares of XLB stock, worth $2.72 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

31,888

Previous 25,461 25.24%

Holding current value

$2.72 Million

Previous $2.25 Billion 36.69%

% of portfolio

2.17%

Previous 1.78%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$86.95 - $97.09 $558,827 - $623,997	6,427 Added 25.24%	31,888 $3.07 Billion
Q2 2024 Aug 01, 2024	BUY	$88.28 - $93.06 $23,041 - $24,288	261 Added 1.04%	25,461 $2.25 Billion
Q1 2024 Apr 24, 2024	BUY	$80.98 - $92.89 $1.18 Million - $1.36 Million	14,594 Added 137.6%	25,200 $2.34 Billion
Q4 2023 Feb 13, 2024	BUY	$74.46 - $86.21 $789,722 - $914,343	10,606 New	10,606 $907 Million

Others Institutions Holding XLB

# of Institutions

925

Shares Held

57.3M

Call Options Held

22.2M

Put Options Held

24.1M

View Full List

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

More about XLB

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Whalen Wealth Management Inc. Select Sector Spdr Fd Material Transaction History