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

Whalen Wealth Management Inc.

  • $150 Billion
  • Q1 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 3,261 shares of XLC stock, worth $350,850. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,261
Previous 6,065 46.23%
Holding current value
$350,850
Previous $587 Million 46.43%
% of portfolio
0.21%
Previous 0.41%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,227
Shares Held
336M
Call Options Held
2.97M
Put Options Held
2.93M
View Full List

About SELECT SECTOR SPDR TR COMMUNIC

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