Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Ser Tr Spdr S&P Biotech E Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$4.37 Billion
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	$62.81 - $96.09 $146,347 - $223,889	-2,330 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$108.77 - $134.15 $253,434 - $312,569	2,330 New	2,330 $261,000

Others Institutions Holding XBI

# of Institutions

816

Shares Held

104M

Call Options Held

17.9M

Put Options Held

27.8M

Goldman Sachs Group Inc New York, NY

13.1M
Shares

$1.13 Billion
0.18% of portfolio
Morgan Stanley New York, NY

10.9M
Shares

$940 Million
0.07% of portfolio
Citigroup Inc

10.5M
Shares

$902 Million
0.45% of portfolio
Jpmorgan Chase & CO New York, NY

10.4M
Shares

$893 Million
0.07% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

8.49M
Shares

$731 Million
1.54% of portfolio

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