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

$4.37 Billion
Q2 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 3,938 shares of XLE stock, worth $335,832. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,938

Previous 4,320 8.84%

Holding current value

$335,832

Previous $403,000 17.37%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$76.44 - $94.13 $29,200 - $35,957	-382 Reduced 8.84%	3,938 $333,000
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

2,116

Shares Held

235M

Call Options Held

59.3M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Industry ETFs

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