Whalen Wealth Management Inc. Financial Sector Spdr Transaction History

Whalen Wealth Management Inc.

  • $150 Billion
  • Q1 2025

A detailed history of Whalen Wealth Management Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 103,875 shares of XLF stock, worth $5.29 Million. This represents 3.45% of its overall portfolio holdings.

Number of Shares
103,875
Holding current value
$5.29 Million
% of portfolio
3.45%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$47.32 - $52.19 $4.92 Million - $5.42 Million
103,875 New
103,875 $5.17 Billion
Q3 2024

Nov 07, 2024
BUY
$40.84 - $45.74 $2,409 - $2,698
59 Added 1.04%
5,728 $260 Million
Q2 2024

Aug 01, 2024
SELL
$39.59 - $42.49 $21,536 - $23,114
-544 Reduced 8.76%
5,669 $233 Million
Q1 2024

Apr 24, 2024
BUY
$37.27 - $42.12 $30,449 - $34,412
817 Added 15.14%
6,213 $262 Million
Q4 2023

Feb 13, 2024
BUY
$31.45 - $37.72 $169,704 - $203,537
5,396 New
5,396 $203 Million

Others Institutions Holding XLF

# of Institutions
2,108
Shares Held
793M
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

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