SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

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

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

Q1 2025
Shares 1,304 Value ($000) $257 Avg Close — Range —
Q4 2024
Shares 1,334 Value ($000) $299 Avg Close — Range —
Q3 2024
Shares 1,319 Value ($000) $264 Avg Close — Range —
Q2 2024
Shares 1,306 Value ($000) $238 Avg Close — Range —
Q1 2024
Shares 1,304 Value ($000) $240 Avg Close — Range —