Whalen Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-103,875
| Closed | -$5.17M | – | 230 |
|
|
2025
Q1 | $5.17M | Buy |
+103,875
| New | +$5.17M | 3.45% | 5 |
|
|
2024
Q4 | – | Sell |
-5,728
| Closed | -$260K | – | 179 |
|
|
2024
Q3 | $260K | Buy |
5,728
+59
| +1% | +$2.67K | 0.18% | 94 |
|
|
2024
Q2 | $233K | Sell |
5,669
-544
| -9% | -$22.4K | 0.18% | 93 |
|
|
2024
Q1 | $262K | Buy |
6,213
+817
| +15% | +$34.4K | 0.19% | 77 |
|
|
2023
Q4 | $203K | Buy |
+5,396
| New | +$203K | 0.18% | 102 |
|