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

Whalen Wealth Management Inc.

  • $126 Billion
  • Q2 2024

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 1,306 shares of XLY stock, worth $258,810. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,306
Previous 1,304 0.15%
Holding current value
$258,810
Previous $240 Million 0.64%
% of portfolio
0.19%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,269
Shares Held
81.7M
Call Options Held
5.83M
Put Options Held
12.5M
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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