Whalen Wealth Management Inc. XLF Holdings History
Whalen Wealth Management Inc.'s Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Whalen Wealth Management Inc. held 103,875.00 shares of Financial Select Sector SPDR(XLF), totaling $5.17 Mil. This investment constitutes 3.45% of their stock portfolio, and Whalen Wealth Management Inc. now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2023Q4. And since then Whalen Wealth Management Inc. has made 3 purchases of XLF, at an average price of $49.32, for a total of 110,147.00 shares. In addition, there have been 2 sales at an average price of $47.77 for 6,272.00 shares. Based on historical transaction data and XLF's current price of $52.68, Whalen Wealth Management Inc.'s estimated gain on his XLF holdings is $339,746.36, reflecting a 6.25% gain to date.
Whalen Wealth Management Inc. XLF ($52.68) Holding Chart
Whalen Wealth Management Inc. XLF ($52.68) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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