Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Energy Sector Spdr Transaction History

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

  • $3.85 Billion
  • Q1 2025

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 4,320 shares of XLE stock, worth $352,209. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,320
Previous 4,386 1.5%
Holding current value
$352,209
Previous $375,000 7.47%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$85.7 - $93.96 $5,656 - $6,201
-66 Reduced 1.5%
4,320 $403,000
Q4 2024

Jan 21, 2025
BUY
$83.32 - $97.27 $21,996 - $25,679
264 Added 6.4%
4,386 $375,000
Q3 2024

Oct 31, 2024
SELL
$84.35 - $93.39 $151,408 - $167,635
-1,795 Reduced 30.34%
4,122 $361,000
Q2 2024

Aug 09, 2024
SELL
$88.04 - $98.08 $85,398 - $95,137
-970 Reduced 14.08%
5,917 $539,000
Q1 2024

May 06, 2024
BUY
$79.91 - $94.41 $550,340 - $650,201
6,887 New
6,887 $650,000
Q2 2022

Aug 02, 2022
BUY
$70.66 - $92.28 $197,212 - $257,553
2,791 New
2,791 $200,000
Q3 2021

Nov 02, 2021
SELL
$45.79 - $54.81 $203,261 - $243,301
-4,439 Closed
0 $0
Q2 2021

Aug 12, 2021
BUY
$47.07 - $56.19 $208,943 - $249,427
4,439 New
4,439 $239,000
Q1 2021

May 17, 2021
SELL
$37.96 - $53.57 $455,633 - $643,000
-12,003 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$27.71 - $41.6 $332,603 - $499,324
12,003 New
12,003 $455,000

Others Institutions Holding XLE

# of Institutions
2,176
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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