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

Whalen Wealth Management Inc.

  • $141 Billion
  • Q3 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 1,319 shares of XLY stock, worth $303,027. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,319
Previous 1,306 1.0%
Holding current value
$303,027
Previous $238 Million 10.95%
% of portfolio
0.19%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,297
Shares Held
76.8M
Call Options Held
7.35M
Put Options Held
18M
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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