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 $2.91 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
31,888
Previous 25,461 25.24%
Holding current value
$2.91 Million
Previous $2.25 Billion 36.69%
% of portfolio
2.17%
Previous 1.78%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
922
Shares Held
57.3M
Call Options Held
22.2M
Put Options Held
24.1M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

XLB Quotes by TradingView
  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
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