Whalen Wealth Management Inc. Technology Sector Spdr Transaction History

Whalen Wealth Management Inc.

  • $135 Billion
  • Q1 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 1,711 shares of XLK stock, worth $397,242. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,711
Previous 1,617 5.81%
Holding current value
$397,242
Previous $311 Million 14.51%
% of portfolio
0.26%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,111
Shares Held
175M
Call Options Held
8.51M
Put Options Held
11.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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