Whalen Wealth Management Inc. Financial Sector Spdr Transaction History

Whalen Wealth Management Inc.

  • $135 Billion
  • Q1 2024

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 6,213 shares of XLF stock, worth $258,150. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,213
Previous 5,396 15.14%
Holding current value
$258,150
Previous $203 Million 28.98%
% of portfolio
0.19%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,724
Shares Held
701M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

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