Whalen Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Whalen Wealth Management’s Portfolio XLC Stock Details XLC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$251K	Sell
2025 Q1	$315K	Sell
2024 Q4	$587K	Buy
2024 Q3	$393K	Buy
2024 Q2	$369K	Sell
2024 Q1	$383K	Buy
2023 Q4	$292K	Buy