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 4,122 shares of XLE stock, worth $400,946. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,122
Previous 5,917 30.34%
Holding current value
$400,946
Previous $539,000 33.02%
% of portfolio
0.01%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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