Whalen Wealth Management Inc. Select Sector Spdr Tr Communic Transaction History

Whalen Wealth Management Inc.

$159 Billion
Q2 2025

A detailed history of Whalen Wealth Management Inc. transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 2,315 shares of XLC stock, worth $248,330. This represents 0.16% of its overall portfolio holdings.

Number of Shares

2,315

Previous 3,261 29.01%

Holding current value

$248,330

Previous $315 Million 20.1%

% of portfolio

0.16%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$86.13 - $108.53 $81,478 - $102,669	-946 Reduced 29.01%	2,315 $251 Million
Q1 2025 Apr 22, 2025	SELL	$94.84 - $105.31 $265,931 - $295,289	-2,804 Reduced 46.23%	3,261 $315 Million
Q4 2024 Jan 17, 2025	BUY	$89.66 - $102.16 $153,946 - $175,408	1,717 Added 39.49%	6,065 $587 Million
Q3 2024 Nov 07, 2024	BUY	$82.16 - $90.4 $3,615 - $3,977	44 Added 1.02%	4,348 $393 Million
Q2 2024 Aug 01, 2024	SELL	$77.86 - $86.45 $29,820 - $33,110	-383 Reduced 8.17%	4,304 $369 Million
Q1 2024 Apr 24, 2024	BUY	$71.74 - $81.82 $48,065 - $54,819	670 Added 16.68%	4,687 $383 Million
Q4 2023 Feb 13, 2024	BUY	$63.09 - $73.1 $253,432 - $293,642	4,017 New	4,017 $292 Million

Others Institutions Holding XLC

# of Institutions

1,246

Shares Held

347M

Call Options Held

2.97M

Put Options Held

2.93M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

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Whalen Wealth Management Inc. Select Sector Spdr Tr Communic Transaction History