Whalen Wealth Management Inc. Select Sector Spdr Consumer Di Transaction History

Whalen Wealth Management Inc.

  • $150 Billion
  • Q1 2025

A detailed history of Whalen Wealth Management Inc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 1,304 shares of XLY stock, worth $257,227. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,304
Previous 1,334 2.25%
Holding current value
$257,227
Previous $299 Million 14.01%
% of portfolio
0.17%
Previous 0.21%

Shares

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

Apr 22, 2025
SELL
$192.6 - $233.2 $5,778 - $6,996
-30 Reduced 2.25%
1,304 $257 Million
Q4 2024

Jan 17, 2025
BUY
$194.8 - $239.43 $2,922 - $3,591
15 Added 1.14%
1,334 $299 Million
Q3 2024

Nov 07, 2024
BUY
$170.05 - $200.86 $2,210 - $2,611
13 Added 1.0%
1,319 $264 Million
Q2 2024

Aug 01, 2024
BUY
$169.76 - $184.45 $339 - $368
2 Added 0.15%
1,306 $238 Million
Q1 2024

Apr 24, 2024
BUY
$170.9 - $185.02 $222,853 - $241,266
1,304 New
1,304 $240 Million

Others Institutions Holding XLY

# of Institutions
1,432
Shares Held
82.9M
Call Options Held
7.57M
Put Options Held
18.1M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

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