Whalen Wealth Management Inc. Technology Sector Spdr Transaction History

Whalen Wealth Management Inc.

  • $144 Billion
  • Q4 2024

A detailed history of Whalen Wealth Management Inc. transactions in Technology Sector Spdr stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 3,914 shares of XLK stock, worth $946,483. This represents 0.63% of its overall portfolio holdings.

Number of Shares
3,914
Previous 3,894 0.51%
Holding current value
$946,483
Previous $879 Million 3.55%
% of portfolio
0.63%
Previous 0.62%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$220.26 - $241.44 $4,405 - $4,828
20 Added 0.51%
3,914 $910 Million
Q3 2024

Nov 07, 2024
BUY
$197.34 - $237.68 $207,996 - $250,514
1,054 Added 37.11%
3,894 $879 Million
Q2 2024

Aug 01, 2024
BUY
$192.53 - $231.41 $217,366 - $261,261
1,129 Added 65.98%
2,840 $642 Million
Q1 2024

Apr 24, 2024
BUY
$184.12 - $211.02 $17,307 - $19,835
94 Added 5.81%
1,711 $356 Million
Q4 2023

Feb 13, 2024
BUY
$160.19 - $193.07 $259,027 - $312,194
1,617 New
1,617 $311 Million

Others Institutions Holding XLK

# of Institutions
2,265
Shares Held
170M
Call Options Held
14.8M
Put Options Held
18M
View Full List

About TECHNOLOGY SECTOR SPDR

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