Whalen Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Whalen Wealth Management’s Portfolio XLF Stock Details XLF 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	$366K	Buy
2025 Q2	–	Sell
2025 Q1	$5.17M	Buy
2024 Q4	–	Sell
2024 Q3	$260K	Buy
2024 Q2	$233K	Sell
2024 Q1	$262K	Buy
2023 Q4	$203K	Buy