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Financial Select Sector SPDR shares owned by Whalen Wealth Management

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Whalen Wealth Management from 13F filings

Historical chart of Whalen Wealth Management investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $260k 5.7k 45.32
2024-06-30 $233k 5.7k 41.11
2024-03-31 $262k 6.2k 42.12

More positions owned by Whalen Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Apple (AAPL)
Select Sector Spdr Tr Sbi Materials (XLB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Msci Emrg Chn (EMXC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Whalen Wealth Management

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Bank of America Corporation
Brevan Howard Capital Management
Susquehanna International
Goldman Sachs Group
Morgan Stanley
Citigroup
Wells Fargo & Company
Jane Street
Barclays
Royal Bank of Canada
Balyasny Asset Management
Citadel Advisors
Parallax Volatility Advisers
Envestnet Asset Management

View all funds holding Financial Select Sector SPDR