SELECT SECTOR SPDR TR

Ticker: XLB CUSIP: 81369Y100 Class: SBI MATERIALS

Whalen Wealth Management Inc.'s Holding History (CIK: 0001894447)

Note: Option positions (PUT/CALL) are excluded.

Q2 2025
Shares 3,443 Value ($000) $302 Avg Close — Range —
Q3 2024
Shares 31,888 Value ($000) $3,073 Avg Close — Range —
Q2 2024
Shares 25,461 Value ($000) $2,248 Avg Close — Range —
Q1 2024
Shares 25,200 Value ($000) $2,341 Avg Close — Range —
Q4 2023
Shares 10,606 Value ($000) $907 Avg Close — Range —