Whalen Wealth Management Inc. Select Sector Spdr Fund Health Transaction History
Whalen Wealth Management Inc.
- $171 Billion
- Q3 2025
A detailed history of Whalen Wealth Management Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 2,489 shares of XLV stock, worth $354,358. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,489Holding current value
$354,358% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding XLV
# of Institutions
1,964Shares Held
198MCall Options Held
14.9MPut Options Held
14.4M-
Bank Of America Corp Charlotte, NC33.2MShares$4.73 Billion0.34% of portfolio
-
Morgan Stanley New York, NY13.2MShares$1.88 Billion0.12% of portfolio
-
Jpmorgan Chase & CO New York, NY12.7MShares$1.81 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.83MShares$973 Million0.33% of portfolio
-
Envestnet Asset Management Inc5.81MShares$827 Million0.24% of portfolio